Salesforce application for personnel activity tracking

Onix developed a custom Salesforce app for physician liaison activity management and tracking. A client came to us with the request to build an intuitive and easy-to-use Salesforce application that can help their organization keep the pace of departmental activity and field visit documentation.

The existing outreach application was not as user-friendly as needed and didn’t reflect the processes of the physician liaison team. Thus, we were asked to do a project with a more user-friendly interface that will make it easier for physician liaisons to plan and log their activity and record visit objectives completed and expenses.

The Onix team needed to:

🔹Set up effective management and transparent development process

🔹Identify and gather requirements to meet project objectives

🔹Create an intuitive Salesforce app to track the information about employees’ business trips

🔹Develop an effective solution to manage expenses associated with personnel’s business trips

🔹Make the application adaptable for a mobile phone

🔹Create a custom user interface to achieve full engagement

We helped our client create a truly intuitive Salesforce app for physician liaison staff. Our developers and designers managed to create an app for both in-person and remote meetings with physicians for the purpose of improving physician relations and increasing referrals. We also made the field visit documentation and departmental activity process easy to track and manage for company executives.