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Tools for Planning Calls


Siebel Life Sciences offers end users the following tools for planning their account calls:

  • Personal Lists. For more information, see Personal Lists.
  • Targeting. For more information, see Targeting.
  • Routes. For more information, see Routes.
  • Activities. For more information, see Activities.

Personal Lists

Personal lists allow for faster call reporting by limiting the number of products that appear in drop-down lists. Before end users can record call details, they must configure personal lists of the products they detail, the products they distribute as samples, and the products they provide as promotional items. For more information on personal lists, see the scenario Scenario 1: Users Set Up Personal Lists and Creating a Personal List (End User).

Targeting

Targeting using Global Target List Management is an extension of querying. In targeting, end users save the results of queries in a target list and then apply those saved lists to other views within the system. In Siebel Life Sciences, a target list can be a set of contacts or accounts and can be applied to any view that contains contacts or accounts.

Using the account and professional targeting list views in the List Management screen, users can create advanced queries on contacts and accounts. Users can apply target lists to views individually or in combination with other target lists. If combining multiple target lists, users have the option of applying an intersection or a union of the lists. For more information on targeting, see the scenario Scenario 2: Users Create Target Lists and Creating and Applying Target Lists (End User).

Routes

End users can create routes to schedule regular calls to groups of accounts. By defining a route, a user can plan the order in which to visit accounts and the determine a starting time for each account call. By arranging a group of accounts into an efficient route, users can minimize the amount of time spent traveling between accounts. After a route has been created, it can be used repeatedly to schedule future account calls. For more information on routes, see the scenario Scenario 3: Users Define Route Plans and About Defining a Route Plan (End User).

Activities

An activity is a scheduled task or event. Activities represent the ways in which users spend their time. Although activities are typically performed or planned for opportunities, contacts, or accounts, they can also be personal tasks that users want to track. For more information on activities, see the scenario Scenario 4: Users Create Activities and About Creating Activities.

All activities with valid dates and times appear in the Calendar views as well as in the Activities views. The views in the Calendar screen provide a visual representation of each user's scheduled activities and appointments. For more information using the calendar, see Creating a General Activity in the Calendar (End User).

Contact and Account Calls

Contact and account calls are a type of activity record. Although users create contact calls in the Contact screen, they actually record calls details in the Activities screen. For more information on scheduling calls, see Creating a Contact Call (End User) and Creating an Account Call (End User). For information on recording calls, see Recording Calls in Pharma.

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