RSM Diary

Regional Sales Manager’s Diary

  • Index+ Record of Meeting / Events (Dates & Venue) and HOLIDAYS: (List

    of Holidays at a Glance)

  • Details of the Important Associations & Conferences: Contact details of Important Trade Associations of The Key Conferences in the Region with Details like Date, Venue Organizing Secretary and his / her contact details.
  • Regional team profile: To record names & contact details of six ASM’s & MSR’s working under them.
  • AREA-WISE VISITING LIST OF CORE DOCTORS: 16 pages providing List of Product Selection wise sorted Core Doctors with their qualification, HQ & MR assigned to them and the dates of Visit per month.
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  • C.R.M. activity record: This format helps to keep record of special services provided throughout the year to doctors with details of budget spent & balance.                               2 Facing Pages to record Name of Manager / MR, Name & Address of Doctor, MCL no., Specialty, Nature of Service to be given, Request received on/ Forwarded on, Service Rendered On, Business: Current / Expected, Amount Spent, Balance Budget and Remarks.
  • C.M.E. Activity Record: Special page to keep track of sponsored medical activities. Continuous Medical Education Summary with details of Names of MR / Manager, Place, Name of Speaker, Topic/ Product Highlighted, No. of participants, Budget, Actual Expense and Remarks.
  • Weekly Primary & Secondary Sales summary for the region: This unique page offers the details of weekly Primary Targets & Achievements, % Achievement; Secondary Sale, PCPM & closing stock for the whole year at a glance.
  • HQ wise Regional Primary & Secondary Sales Summary: Monthly record of primary & secondary targets & achievements, % achievements, Secondary Sale with closing stock per manager per HQ, for the whole year.
  • Product wise Sales Performance for the Region: Month wise & product wise details of target & achievements.
  • Field activity record for the month: Date wise monthly record of the field activity with provision to record name of the person worked with, place, Doctor Calls, Institutional Calls / Trade calls & POB.