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.

The following functionality can be enabled through additional configuration:

• High Performance Call Report - The high performance call report provides a better experience for desktop users, including improved performance
• Call Reporting with Child Accounts - Call reports can be associated to both the person account on the call and the business account selected as the call location
• Call Reporting with Events - To streamline call reporting, users can tie an event or Medical Event to a call report or create a call report directly from the event
• Stamping Suggestion Title and Reason on the Call Report - To help users plan and prepare for calls, the suggestion title and reason display on call reports created from Suggestions and are stamped on the call record
• Displaying MyInsights Content on the Call Report - MyInsights visualizations enable users to easily view key information for call reporting without leaving the call report
• Displaying Additional Information on the Call Report - Custom pull-in fields automatically populate with information from associated objects
• Using Action Items on the Call Report - Action items provide a flexible way to manage tasks for Account Plans
• Capturing Unique Information on Group Call Attendees - Through the Unique Activities feature, users can capture unique information for each HCP marked as an Attendee on a group call
• Displaying Cycle Plan Products on the Call Report - Existing Cycle Plan detailing priority can be used to guide users to detail the most relevant products in their calls
• Customizing Product Discussions on the Call Report - The product discussions section can be customized to filter information or display more information, as business needs require. Additionally, users can be required to select a product discussion to submit the call report
• Deselecting CLM Product Details on the Call Report - To accurately record information about their interactions with HCPs, users can deselect product details automatically added from CLM presentations
• Requiring Medical Discussions on the Call Report - To ensure call reports are complete and reduce potential compliance risks, users can be required to capture at least one Medical Discussion in order to submit a call report
• Customizing Key Messages - Key Messages can be customized with detail topic information, a vehicle picklist, and organization by category
• Targeting Key Messages to Accounts - Key Messages can be targeted to specific segments of accounts, providing a flexible toolset to dynamically tailor the messages delivered to HCPs as part of a call
• Capturing Signatures on the Call Report - Users can capture electronic signatures on the call report for sample disbursement, call acknowledgment, and detailing
• Customizing the Signature Page - The signature page can display an electronic signature disclaimer, additional HCP information, and a marketing banner
• Viewing Survey Targets on the Call Report - Users can view and complete unsubmitted Surveys for an Account from within a call report, through integration with Surveys
• Using Pre-Call Notes and Next-Call Notes - Pre-Call and Next-Call Notes enable users to save reminders on talking points, issues, or questions from the last customer interaction