Increased Efficiency and fewer Excel Lists thanks to Microsoft D365
Rotpunkt-Pharma AG, founded in 2001, is a service center for independent and owner-managed pharmacies. At almost 110 locations in German-speaking Switzerland, around 1,600 pharmacists, pharmaceutical assistants and druggists advise their customers on the subject of health and medicines every day. The specialists at Rotpunkt-Pharma AG support the Rotpunkt pharmacies in areas such as marketing, training and purchasing, so that they can focus on their core business and offer the best possible advice.
Initial Situation
Rotpunkt-Pharma offers its members three central services: Training, Marketing, and Purchasing. These activities were previously mainly Excel-based, which led to high costs, sources of error and inefficiencies. Due to the growth in members and the development of further services, the quantity structure increased steadily and at the same time the administrative effort. Therefore, Rotpunkt-Pharma decided to redefine and partially automate the processes using innovative software tools. The introduction of new apps based on Microsoft D365 has led to a massive increase in employee satisfaction. More efficient processes and adequate technology support improve workflows and the employee experience, which goes hand in hand with higher customer satisfaction.
Solutions
With the introduction of D365, standard processes can be automated and data quality improved. The change also enables work processes to be redefined, so that workflows can be designed more efficiently and lived in a new way. This helps Rotpunkt-Pharma, particularly in the areas of marketing, sales force, training and purchasing. For example, the processes for monthly promotions can be handled more efficiently and the entry of duplicate data records can be avoided. Furthermore, data is now stored centrally and made available throughout the company - regardless of time, location and device. Documents are available regardless of location and can be edited jointly. This makes collaboration more efficient and of higher quality. As a result, inquiries, orders and general information about the member can be recorded and processed centrally. This information is also available to the field staff on site at the same time. For the realization of this project, isolutions created a CRM concept for Rotpunkt-Pharma, in which the entire project implementation extended step-by-step over three phases. From the beginning, all relevant business areas (marketing, sales force, training, and purchasing) were taken into account and further developed throughout the phases by means of workshops. This approach ensures maximum expandability and enables Rotpunkt to implement further adjustments quickly and cost-effectively in the future.
Milena Bosco
Project Manager Digitalization | Rotpunkt Apotheken
«isolutions has correctly identified the challenges we were facing. Our needs were addressed and in each case a solution was presented that significantly increased the quality of our work and the productivity of our teams. The cooperation with isolutions is uncomplicated, at eye level and solution-oriented. With the successful implementation of the first phase of our CRM, together we have laid the foundation for further projects.»
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