Indicating MCCP Goals by Priority in a Single Call Channel

  • iPad
  • Windows

MCCP administrators can indicate product goals by priority for the same product via one call channel. This makes it easier for a user to understand the detailing priorities in their call plans.

For example, Sarah Jones is co-promoting Cholecap to Dr. Clinton Ackerman. She is contractually bound to detail Cholecap as a Priority 1 product five times and a Priority 2 product three times via the Face-to-Face channel. She detailed Cholecap as a Priority 1 product five times. She verifies this in her MCCP and details Cholecap as a Priority 2 product on her next call with Dr. Ackerman.

Ensure initial configuration is complete to use this functionality.

Considerations

This feature applies only to call-based channels. Call-based channels are where the Channel_Object_vod field on the MC_Cycle_Channel_vod object is set to the Call2_vod__c value.

Using MCCP Goals by Priority in a Single Call Channel

MCCP admins can load multiple MCCP product records for the same product under the MCCP Channel record to indicate the individual or team product goals by priority for the same product. The MCCP product record can be configured to look up to the same MC Cycle Product record or different MC Cycle Product records for the same product.

Admins can define the detail priority of the product goal via the Detail_Priority_vod field on the MC_Cycle_Plan_Product_vod object.

Each Cycle Product record contains important metadata about the product/channel; such as product weight (how much value is placed on the product compared to other products). A product that may be aligned to more than one channel is treated independently of each other (for example, Cholecap that is aligned to a Call channel may have a weight of 1.00, but Cholecap that is aligned to an Email channel may have a weight of .50). While Channel records contain criteria, Product records do not. Product records inherit the criteria defined from the parent Channel record.

Each Channel record contains important metadata about the Channel; such as the channel criteria (defining which activity records count for the channel) and channel weight (how much value is placed on the channel activity compared to other channel activities).

Setting Goals by Product Only

Below are examples of MCCP Product records for a single target when data loading:

  • Channel: Face-to-Face, Detail Group: Blank, Product: Cholecap, Detail Priority: 1, Goal: 5
  • Channel: Face-to-Face, Detail Group: Blank, Product: Cholecap, Detail Priority: 2, Goal: 3
  • Channel: Face-to-Face, Detail Group: Blank, Product: Cholecap, Detail Priority: 3, Goal: 1

Setting Goals by Detail Group and Product

Below are examples of MCCP Product records for a single target:

  • Channel: Face-to-Face, Detail Group: Cardiology, Product: Cholecap, Detail Priority: 1, Goal: 5
  • Channel: Face-to-Face, Detail Group: Cardiology, Product: Cholecap, Detail Priority: 2, Goal: 3
  • Channel: Face-to-Face, Detail Group: Cardiology, Product: Cholecap, Detail Priority: 3, Goal: 1