Pharmacy CRM
Packs approaching their expiry date behind the shelf are only noticed at stocktaking, and provision transactions eat up time separately for every customer.
The pack finish date is a field on the customer record; when the date approaches a reminder task is opened. Packs close to expiry gather in one list by the expiry date field.
- Keep the pack finish date for chronic medication on the customer record; let those approaching their date drop into a list and tie the reminder to that list with a rule
- Identify regular customers with points and special discounts and follow their return
- See products approaching their expiry date, running low on stock and selling the most on the same screen
- Make the fields required for provision mandatory on the sale record and take SGK and insurance statements from the report
- Let the whole pharmacy team reply from a single WhatsApp number, so correspondence does not stay on personal phones
| Customer Loyalty Programme | Points and discounts are fields on the customer card; a regular customer appears in a list filtered on their purchase dates. |
|---|---|
| Medicine Reminder System | The pack finish date is a field on the customer record; when the date approaches a reminder task is opened and the message is sent from the same card. |
| Packs Close to Expiry | The expiry date is a field on the product record; packs with fewer than the set number of days left gather in a single list, and the decision to return them or to push them is handled from the card on that list. |
| SGK and Insurance Processes | The fields required for provision are made mandatory on the sale record, and the statements are taken from reports. The SGK and insurance connection is built specifically for each project; there is no out-of-the-box module. |
| Medicine Supply Request | A request opened for a pack that is not on the shelf is a request attached to the customer record; which warehouse it was requested from, the expected date and the task of letting the customer know sit on that request, and the correspondence in the inbox is attached to the same request. |
In a pharmacy the relationship starts at the counter and ends there: the pack is handed over, the person leaves, and when they will come again is unknown. Yet when someone on chronic medication will run out is clear from the number of doses in the pack. If nobody makes contact as that day approaches, the customer calls in at the first pharmacy on their way; the relationship is lost not to a price difference but to not being remembered.
In Rapitek CRM the customer card is kept together with the buying rhythm, the time left until the medicine runs out is read from the record itself, and the reminder does not depend on someone remembering. The points that build up on the same card keep a regular customer recognisable even when the person behind the counter changes.
