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Business Scenario for Recording Calls

This section outlines an example workflow performed by a end users when recording contact and account calls. Your company may follow a different workflow according to its business requirements.

A sales representative for a pharmaceutical company has just finished a busy day of customer calls. Having made several important calls, it is important that he records the information while it is still fresh in his memory. Critical issues were discussed that could influence prescription output, especially in relation to indications.

In the late afternoon, he loads Siebel Life Sciences so he can record all his call activities. First, he records six contact calls he made in the morning by entering information about the products he discussed with each physician, the order in which the products were discussed and the indications for which the products were promoted. Then, he records information relating to samples delivered to the physicians during the call, including details such as the lot number, if required, and the quantity. As part of a special campaign the representative also delivered promotional items, which he also records as part of the call information. Finally, he logs any issues the contact raised during the call so he can follow up on them prior to his next visit.

Using the procedures given in this chapter you will be able to perform the end-user tasks of recording contact and account calls.


 Siebel Life Sciences Guide 
 Published: 18 April 2003