Accounts

Manage information about accounts (such as hospitals, HMOs, clinics, wholesalers, GPOs, and pharmacies) and affiliate accounts, contacts, and other information about a particular account.

Administering and Managing Accounts in Life Sciences in this guide

Activities

Manage activities with contacts and accounts, and create contact and account calls (with or without Smart Calls).

Planning Calls in Pharma in this guide and Applications Administration Guide

Agreements

Manage information about agreements, administrative contracts, and entitlements.

Siebel Advanced Contracts in this guide and Siebel Field Service Guide

Analysis

Display prescriber, account, plan, payer, and territory-level sales and Rx data.

Analyzing Syndicated Data in this guide

Assets

Manage information about products sold to accounts.

Siebel Field Service Guide

Business Plans

Create business plans for MCO (Managed Care Organizations) and PBMs (Pharmacy Benefit Managers).

Managing Managed Care Accounts in this guide

Calendar

Create and display activities (including to-do activities) and share calendar information with coworkers.

Planning Calls in Pharma in this guide and Fundamentals

Campaigns

Manage outbound communications with prospects targeted for a particular marketing effort.

Siebel Marketing Installation and Administration Guide and Siebel Marketing User Guide

Clinical Programs

Manage information about clinical trial programs.

Setting Up and Carrying Out a Clinical Trial in this guide

Contacts

Manage information about health care professionals (such as formulary directors, hospital administrators, pharmacists, and physicians) and their affiliations with other contacts and accounts.

Managing Contacts in Life Sciences in this guide

Corrective Actions

Manage corrective actions for adverse events and complaints.

Managing CAPAs in this guide.

Document Tracking

Track documents at multiple levels (Site, Region, or Protocol) for multiple entities (Contact or Account)

In this guide:

Setting Up and Carrying Out a Clinical Trial

Managing Sites and Clinical Contacts

Administering and Managing Accounts in Life Sciences

Managing Contacts in Life Sciences

Expense Reports

Manage expense report information for your expenses, or your team's expenses.

Siebel Professional Services Automation Guide

Forecasts

Create business forecasts based on opportunities or products.

Siebel Forecasting Guide

Home

The first screen you see when you log in to the Siebel Life Sciences application. It is a centralized screen that summarizes contacts, accounts, and activities.

Fundamentals

List Management

Perform queries on profile information (such as best times to call and market ranking), as well as sales and Rx data, in order to generate target lists of contacts or accounts.

Planning Calls in Pharma in this guide

Literature

Display company- and industry-related literature cataloged by the Siebel administrator.

Applications Administration Guide

MedEd

Manage medical education events.

Managing MedEd Events in this guide

Objectives

Define objectives for contacts and accounts and monitor progress made toward meeting goals.

Setting and Achieving Objectives in this guide

Opportunities

Manage formulary opportunities and affiliate contacts, accounts, and other information with a particular opportunity.

Applications Administration Guide

Orders

Manage information about samples ordered by physicians through your company's Web site, as well as all goods and service orders recorded by the service organization.

Siebel Order Management Guide

Payments

Keep track of payments pertaining to clinical trial activities at sites.

Setting Up and Making Subject Activity Payments in this guide

Product Issues

Managing adverse events and complaints made against medical products.

Investigating Adverse Events and Complaints Communicating with Customers for AECM and Communicating with Customers for AECMin this guide

Products

Display current product information, including key features and product trends.

Managing Products for Life Sciences in this guide

Protocols

Maintain information about clinical trial protocols.

Setting Up and Carrying Out a Clinical Trial in this guide

Quotes

Automatically generate quotes tailored to meet customer requirements.

Siebel Order Management Guide

Receiving

Record and review information relating to a physical receipt of material.

Siebel Field Service Guide

Regions

Manage region or country level information about clinical trial protocols.

Setting Up and Carrying Out a Clinical Trial in this guide

Regulatory Reports

Create Managing complaints made against medical products.

Regulatory Reporting in this guide

Repairs

Track defective products returned to a service center for repair.

Analyzing Syndicated Data in this guide and Siebel Field Service Guide

Routes

Create routes to schedule regular visits to groups of accounts.

Planning Calls in Pharma in this guide

Samples

Organize phases of samples workflow: shipments, orders, adjustments, inventory counts, and reconciliation.

Managing Pharma Samples in this guide

Service Requests

Manage requests for medical or product information, adverse events, complaints, and related activities and attachments.

Capturing Adverse Events and Complaints in this guide and Siebel Field Service Guide

Shipping

Record and review information relating to a physical shipment of material.

Siebel Field Service Guide

Site Management

Manage information about a particular clinical trial site, including associated contacts, subjects, activities, payments, and site visits.

Managing Sites and Clinical Contacts in this guide

Site Visits

Manage site visits to a clinical site, and also monitor follow-up activities associated with these visits.

Setting Up and Carrying Out a Clinical Trial

Smart Calls

Create and edit Smart Call templates that are applied in the Contact Call Detail and Account Call Detail views.

Creating Smart Calls in this guide

SmartScripts

Define the application workflow for an interactive situation in a script. These interactive situations could include inbound communications (such as customer service) and outbound contacts (such as telemarketing).

Siebel SmartScript Administration Guide

Solutions

Enter and display resolutions successfully used for reported problems.

Siebel Field Service Guide

Subjects

Manage information about clinical trial subjects.

Setting Up and Carrying Out a Clinical Trial in this guide

Time Off Territory

Manage information about time when sales representatives and field personnel are out of their territories, not working on activities directly associated with accounts, contacts, or opportunities.

Tracking Time Off Territory in this guide

Time Sheets

Track employee time, by project, for compensation and billing purposes.

Siebel Professional Services Automation Guide