Advanced Functionality for Call Reporting

The following functionality requires additional configuration:

Scheduling and Planning a Call

Executing a Call

  • Populating the Call Header -The options for capturing the Call Location and Call Date can be customized as business needs and regulations require
  • Capturing Call Activities - Users can capture additional information about their activities during a call through additional configuration of call report sections like Attendees, Key Messages, Product Detailing, and Product Discussions, or through integration with other Veeva CRM modules like Action Items for KAMs and Surveys.
  • Adding Post Call Information - After a call, users can record additional information related to the call through integration with other applications and other Veeva CRM modules
  • Restricting Calls and Products - Users can be restricted from recording calls and discussing products with specific accounts. Users can also be limited to detailing or sampling specific allowed products.

Submitting a Call