Trichome
Trichome required a holistic solution capable of connecting production, inventory, and sales operations within a complex and dynamic market. The primary need was tight inventory management packaging facilities and trading partners, alongside managing a field sales team visiting pharmacies and providing sensitive end-customer (patient) support, including license tracking and customer service management.
The Solution: A Real-Time Command and Control System
We implemented an infrastructure based on Zoho CRM and Zoho Analytics, fully integrated with the trading partners’ systems. This created an end-to-end operational and sales workflow, enabling management to make strategic, data-driven decisions in real time.
Key Features of the Implementation
AI-Based Field Agent Management
A unique system for automatically generating daily work schedules. The platform prioritizes pharmacy visits based on business ranking and geographic location, while creating the most efficient travel route for each field agent.
Digital “Visit Portfolio”
Field agents arrive at each pharmacy equipped with the most up-to-date information — including sales history, current inventory status, and pharmacy-specific notes — significantly improving conversion and closing rates.
Coordination & Automation
Automatic reminder notifications are sent to pharmacists prior to agent visits, alongside a real-time tracking dashboard displaying field agent progress and activity across the territory.
Patient Service Center
A complete system for managing incoming patient inquiries and monitoring cannabis license validity, ensuring continuity of care and a high-quality customer service experience.