Al Hashar Pharmacy Evolves from Routine Field Activity to a More Structured Workflow with SANeForce

At a Glance

About Al Hashar Pharmacy

Founded in 1972, Al Hashar Pharmacy is an established pharmaceutical distribution and retail organization in Oman. The company serves institutional, private, and pharmacy segments and operates across pharmaceutical distribution, retail pharmacy, and laboratory diagnostics.

Its pharmaceutical business is supported by a sales and marketing network that engages with the medical and pharmacy professions, while its distribution operations serve healthcare establishments across Oman.

With field teams working across different customer segments and locations, maintaining an organized approach to planning and documenting field activities forms an important part of everyday execution. To bring these different aspects into a more structured digital workflow, Al Hashar Pharmacy began its implementation with SANeForce Pharma CRM in October 2023.

Key Results:

Why Al Hashar Pharmacy Needed a More Structured Field Process

With field teams managing planned visits and multiple activities across customer segments, Al Hashar Pharmacy needed a more consistent way to organize and document its day-to-day field work. The key requirements included:

✔ Structuring daily field plans and planned visits.

✔ Standardizing daily call reporting across field activities.

✔ Capturing activities beyond routine calls through customized forms.

✔ Linking planned activities with actual field execution for a more connected workflow.

These requirements called for an SFA solution that could bring planning, execution, and activity reporting together within one structured field workflow.

The SANeForce Approach

1. Tour Planning – Structuring the Field Day

Tour Planning provides representatives with a defined framework for organizing their field schedules and planned visits.

Field activities can be planned in advance, giving representatives a clearer understanding of the visits and work scheduled for the day. The planned activities can then move into execution through the field workflow.

For Al Hashar Pharmacy, this provided structure at the starting point of field operations helping transform the day's activities from individual visits into an organized plan.

2. Daily Call Reporting – Capturing What Happens in the Field

Once planned activities move into execution, Daily Call Reporting (DCR) provides a standardized way to record field calls.

Representatives can digitally capture the relevant details of their daily interactions, creating a consistent record of field execution.

The information recorded through DCR also gives managers a structured view of the activities carried out by the field team, allowing daily execution to be reviewed through a centralized system.

This created a clear connection between the work planned in advance and the work subsequently reported from the field.

3. Activity Forms – Capturing Beyond Routine Calls

Not every field activity can be represented through a standard call report. Some activities require their own set of information, fields, or reporting requirements.

To accommodate this need, SANeForce implemented a customized Activity Module for Al Hashar Pharmacy.

Through Activity Forms, specific activities can be configured with the fields required to capture their relevant information. This allows representatives to record additional field activities through a structured format rather than relying solely on standard DCR entries.

The customization therefore added flexibility to the SFA setup, enabling Al Hashar Pharmacy to adapt the system around its activity-level requirements.

A Connected Approach to Field Activity Management

The three components work together across different stages of the field workflow.

Tour Planning provides the plan for field activities.

DCR captures the calls and work carried out during field execution.

Activity Forms provide an additional layer for recording activities that require customized information.

The resulting workflow can be viewed as:

Plan → Execute → Report → Capture

This created a more organized flow between planned field work, daily execution, and activity-level reporting.

Results

Impact & Outcomes

✨ More Structured Field Planning

Tour Planning provides representatives with an organized framework for scheduling their field activities and planned visits.

✨ Consistent Digital Call Reporting

DCR establishes a standardized process for documenting daily field calls and maintaining a digital record of field execution.

✨ Greater Flexibility in Activity Capture

The customized Activity Module enables Al Hashar Pharmacy to capture activities that require information beyond the standard call-reporting format.

✨ Better-Organized Field Information

Bringing planned activities, call reports, and customized activity records into the SFA environment creates a more consistent structure for managing field information.

✨ A More Connected Field Workflow

The implementation links different stages of everyday field work — from planning the schedule to recording execution and capturing additional activities.

A More Organized Way Forward

The partnership between Al Hashar Pharmacy and SANeForce has helped bring greater consistency to everyday field operations through a structured Pharma CRM and SFA workflow.

By bringing field activities into a defined digital workflow, Al Hashar Pharmacy can manage its day-to-day operations with greater clarity while maintaining a structured record of field activity.

Thus, SANeForce helped Al Hashar Pharmacy move towards a more disciplined and adaptable approach to field operations, laying a stronger digital foundation for everyday execution.