How Fieldproxy set up a field sales system around the way Mubarak Vision calls on eye hospitals and doctors.

Mubarak Vision traces its roots to 1983, when Mubarak Sons began selling contact lens care products. After Mubarak Sons was dissolved in 2005, Mubarak Vision was formed. Today it is a family-owned company, and it describes itself as specialised in the ophthalmic field, with over 40 years in the ophthalmology industry.

Its range covers contact lenses and lens care, intraocular lenses, ophthalmic surgical products, sutures, dyes for anterior and posterior segment surgery, ophthalmic gases, perfluorocarbons, silicone oil and viscoelastics. The company lists more than 50 hospitals and more than 500 doctors served. Its stated mission is to help eye practitioners give patients the highest level of care by introducing new procedures and technologies.

That kind of business is sold in person. Products like intraocular lenses and surgical consumables are discussed with surgeons and hospital teams, and access depends on when an institution runs its outpatient clinics. For managers, the useful questions are simple: which hospitals and doctors were visited, what was pitched, what was agreed, and who is due a visit next.

Fieldproxy set up a mobile app for the field team and two web systems for the office: one for visits and customers, and one for attendance and timesheets. Each piece was configured around how Mubarak Vision's team already sells, not around a generic jobs and technicians model.

A boxed field service product is built around jobs, technicians and work orders. Mubarak Vision's field team does not fix equipment; it calls on hospitals and doctors to present products. So the system was set up in its terms: customers are institutions with outpatient schedules, visits carry the products pitched, and meeting notes sit with the visit.

The lists most likely to change were put in the office's hands. Products, visit types, customer types and customer stages each have their own settings screen, so the office can add a new product or change a stage itself instead of raising a request. Customers can also be loaded in bulk through an import screen.

On the management side, the visit system includes a customisable dashboard, an employee dashboard, a one metric dashboard, and visit summary, customer master and employee master reports. The attendance system has its own dashboards and master reports, so attendance and visits can be read side by side.

A rep punches in on the mobile app at the start of the day. From the customer list they open a hospital or clinic, check its OPD days and timings and point of contact, and start the visit when they arrive. At the end of the visit they record the products pitched, remarks and any meeting notes, and the check-out location is captured.

Leave requests and expense claims go through the same mobile app, and each rep can see their own attendance and activity. In the office, managers review visits by customer, by employee and by visit type, approve leave and expenses, and correct punches where needed, all from the web system.