Biotechnology Industry Solution | Streamline Pre-sale to Aftersales Workflow, Boost Sales Competitiveness

Sales: “What was the product that Company A asked about last time?”
Manager: “What’s the latest visit status? Any update on this month’s orders?”
Executive: “How’s our business development progressing? What’s the current receivable amount?”

These questions are often heard in traditional biotechnology companies still relying on paper-based sales management. The root cause is a lack of transparency across pre-sales, sales, and aftersales stages. Sales often struggle to retrieve accurate customer data, managers can’t quickly review visit or order statuses, and business decisions suffer due to incomplete or unreliable reports. Paper-based records make data tracking difficult and limit the ability to generate meaningful analytics. As a result, more biotech companies are turning to digital sales management systems to overcome these challenges and improve operational visibility.

However, digital transformation remains a key challenge for executives in the biotechnology industry. This article shares insights into the digitalization journey, drawn from our hands-on service experience.

After aligning on business processes and needed information with the biotech company, our consultant designs a streamlined data flow using ServiceJDC—covering data creation, collection, and management. Real-time synchronization enables transparent operations and informed decision-making through analytics, uncovering new business opportunities.

ServiceJDC, a cloud-based solution with multiple management modules, helps biotech companies streamline data across customer profiles, product details, visit plans, orders, and daily sales reports. Sales teams, managers, and executives can now work without the burden of data gaps or manual collection. The following section will outline how to adopt ServiceJDC in pre-sales, sales, and after-sales scenarios.

In the biotech industry’s pre-sales stage, the key to successful system adoption lies in understanding customer needs and effectively managing relationships. Gaining easy access to customer data and service history, though seemingly a small step, can lead to significant breakthroughs in sales efficiency and customer engagement.

ServiceJDC enables biotech companies to move all customer and product data to the cloud. Sales teams can access service history and product information via the mobile app, even while working remotely. For companies that value individual sales’ ownership of customer data, ServiceJDC offers flexible permission settings to control access to specific data or functions. This ensures data security while making pre-sales work more efficient and well-organized.

During the sales stage, biotech sales personnel can plan weekly or monthly visit schedules through the ServiceJDC web portal or mobile app. They can record detailed visit information directly on their mobile devices, reducing reliance on memory when writing daily reports. This digital process minimizes paperwork and eliminates the need to manually transfer data from paper to PC, allowing sales staff to focus more on meeting customer needs and driving business growth.

ServiceJDC also supports daily tasks such as attendance check-in/out, photo uploads, status reports, order submissions, and task arrangements. All data is synchronized in real-time to the cloud, allowing sales staff to update task and order statuses instantly, improving team collaboration and efficiency.

For sales managers, having real-time accessibility into team progress and performance enables more accurate KPI evaluation and order tracking. This empowers them to make timely adjustments to optimize operations and enhance customer satisfaction.

In the aftersales stage, the final step in biotech sales management, ServiceJDC eliminates manual data entry for both sales and office staff. Collected data is automatically converted into analytical reports, helping managers identify sales trends and challenges to provide timely solutions.

ServiceJDC offers feature like task dashboards and pivot table analysis. Metrics such as task volume, completion rate, order value, and receivables can be visualized with the BI Analysis module. Insights including customer visit frequency, visit-to-order ratios, and customer coverage can be displayed on a customizable dashboard and scheduled for automatic email delivery. This enables managers and executives to monitor sales performance and customer behavior in real time, driving better decisions and higher efficiency.

ServiceJDC goes beyond sales management, supporting industries like repair and maintenance, merchandising, patrol inspection, insurance, construction, and residential cleaning. With flexible modules—including attendance tracking, task assignment, digital forms, approval workflows, equipment management, mileage tracking, and BI reports—ServiceJDC helps businesses seamlessly integrate field and in-house operations. If you're an executive or manager overwhelmed by complex workflows, it's time to experience a smarter way to work. Register now and let our expert consultants tailor a solution based on your unique business needs. Start your digital transformation journey today—visit the ServiceJDC official website to learn more.