Set Up a Team Goal Tracking Analytics and Reporting for a Mid-Sized Pharmaceutical Company
Reporting for a Mid-Sized Pharmaceutical Company
Our Client was using a competing CRM and goal tracker that was inefficient. They wanted a trusted interactive tracking system that was user-friendly and easier to navigate. One of their vital needs was the ability to monitor goals and generate quarterly reports as needed.
DDS recommended Zoho People, -a collaborative and comprehensive tracking tool designed to help users stay-up-to-date with their daily and
monthly goals. The Zoho People platform is a flexible tool that allows users to create and adjust goals according to a pre-designed time line.
DDS organized a project planning meeting to define the project scope and client expectations. We mapped out milestones to complete work. Next we prepared a comprehensive training manual. We also provided on-site, in-person training on the work flow for data entry tasks and documentation
to train future employees.
Zoho People, Zoho Analytics, Microsoft Excel, Requirements Gathering, Project Management
