Introduction

In the competitive world of pharmaceutical sales and healthcare distribution, efficient territory planning and customer coverage are critical. Field representatives need structured daily visit plans to ensure consistent engagement with doctors, pharmacies, and distributors.

However, many organizations still rely on manual processes for planning and monitoring field activities, which often leads to inefficiencies and missed opportunities.

SuperMax Laboratories, a fast-growing pharmaceutical and healthcare distributor, faced similar challenges while managing its large field sales force. To streamline operations and improve coverage efficiency, SuperMax partnered with FieldBlaze, a leading Field Force Automation platform, to digitize and automate its monthly beat planning process.

About the Client

SuperMax Laboratories operates across multiple territories with a strong network of medical representatives responsible for daily visits to doctors, retail pharmacies, and regional distributors.

The company depends on structured beat plans — schedules that define which customers each sales rep must visit on specific days of the month. These beat plans are essential for ensuring complete coverage, consistent relationship management, and effective territory utilization.

As operations scaled, managing and updating these plans manually became increasingly complex and time-consuming, prompting the need for a more intelligent digital solution.

Business Challenges

Before implementing FieldBlaze, SuperMax Laboratories encountered multiple operational challenges in managing their beat plans:

1. Inefficient Planning:
   Preparing and distributing monthly beat plans for hundreds of representatives required significant manual effort and coordination.

2. Inconsistent Customer Coverage:
   Some clients were visited multiple times, while others were unintentionally missed — affecting service consistency.

3. Lack of Flexibility:
   Adjusting plans for leave, emergencies, or market changes was cumbersome and error-prone.

4. Limited Visibility:
   Managers had no centralized view of planned versus actual field coverage, making performance analysis difficult.

These challenges led to uneven customer engagement, wasted time, and lower overall sales efficiency.

The FieldBlaze Solution

To resolve these issues, FieldBlaze introduced a customized Monthly Beat Plan Creation Module within its Field Sales User App, allowing for fully digital, automated, and flexible planning.

Key Features Implemented:

• Digital Beat Plan Builder:
  Managers and field reps can collaboratively design monthly beat plans through a user-friendly interface.

• Automated Smart Suggestions:
  The app automatically recommends visit schedules based on customer type, required frequency, and historical visit data.

• Editable Calendar View:
  Reps can view their complete monthly plan on a calendar and make real-time adjustments when necessary.

• Approval Workflow:
  Managers can review, modify, and approve beat plans before final rollout to ensure consistency and accuracy.

• Integration with Live Tracking:
  Beat plans are directly linked with real-time GPS tracking, enabling verification of planned vs. actual visits.

By integrating automation and intelligence into the planning process, FieldBlaze helped SuperMax achieve structured, data-backed, and flexible customer coverage.

Implementation Journey

• FieldBlaze’s implementation team worked closely with SuperMax’s management to ensure a smooth and phased rollout:

  • A pilot deployment was conducted in select regions to test performance and collect feedback.

  • Comprehensive training sessions were conducted for both field representatives and managers.

  • After successful trials, the solution was scaled across all operational zones with dedicated post-implementation support.

  This structured rollout approach ensured quick adoption, minimal disruption, and maximum impact.

Results & Achievements

After the deployment of the FieldBlaze Beat Plan module, SuperMax Laboratories recorded measurable improvements across key operational metrics:

• 40% Reduction in Planning Time:
  Automated planning significantly reduced manual effort in creating and managing monthly beat plans.

• Consistent Customer Coverage:
  Every customer received timely visits, ensuring balanced engagement across all territories.

• Greater Flexibility:
  Managers and reps could easily adjust plans in case of leave, emergencies, or market changes.

• Higher Accountability:
  Integration with live tracking allowed comparison of planned vs. actual visits for transparent reporting.

• Improved Sales Productivity:
  Structured, data-driven plans helped field reps manage time better and focus on customer engagement.

SuperMax Laboratories. team Feedback

The client appreciated the new Beat Plan Creation feature, noting that it brought structure,
visibility, and consistency to their field operations. Managers now have confidence that
coverage plans are followed, and sales reps find it easier to organize their daily activities.

— Management Team, Onamart PROFESSIONALS