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McKesson is a Fortune 50 company in the health care industry, headquartered in San Francisco.
We developed a web application for sales process tracking that makes critical data throughout a sales cycle available to the Sales department so that they can close, monitor and renegotiate deals efficiently. Our objective was to design a very user-friendly sales tracking application that would help generate new deals, simplify sales processes and keep information flowing across different levels in the company.
The application tracks three types of processes - Deal, Renegotiation and Tactical. Users can add new processes, and any process can be edited and a Won / Lost / Renewed account status assigned to each process.
The application has an interactive dashboard, which provides accurate reporting on each process in a graphical format. The graphical reporting displays the process progress in bar charts and pie charts. The reports can be further drilled down by geographic regions by clicking on a US map.
Besides the dashboard functionality the application has extensive reporting capabilities. Users are able to view numerous customized reports in a user-friendly format. We also developed an efficient search engine and created an admin site that allows the administrator(s) to manage users and customers.
Please click on the links below to view the screenshots of the application:
Customer Account
Information
Dashboard
Reports
Manage Customers


