Table 3. Siebel Life Sciences Screens
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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 |
Accounts Contacts |
Manage information about account-contact affiliations within dedicated Accounts Contacts List views, and also within an Accounts Contacts Weekly Call Planning screen. The Account-Contact records displayed in these screens are managed within the Siebel Pharma application as a set of separate Targeting records for each Sales Representative Position. |
Managing Accounts Contacts 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 this guide and Siebel Applications Administration Guide |
Agreements |
Manage information about agreements, administrative contracts, and entitlements. |
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 this guide and Siebel 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. |
Siebel Clinical Trial Management System 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 Corrective and Preventative Actions in this guide |
Document Tracking |
Track documents at multiple levels (Site, Region, or Protocol) for multiple entities (Contact or Account) |
Administering and Managing Accounts in Life Sciences Managing Contacts in Life Sciences Siebel Clinical Trial Management System Guide |
Expense Reports |
Manage expense report information for your expenses, or your team's expenses. |
Siebel Project and Resource Management Administration 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. |
Siebel 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 this guide |
Literature |
Display company- and industry-related literature cataloged by the Oracle administrator. |
Siebel Applications Administration Guide |
MedEd |
Manage medical education events. |
Managing Pharma Medical Education 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. |
Siebel 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 |
Product Issues |
Managing adverse events and complaints made against medical products. |
Investigating Adverse Events and Complaints Communicating with Customers for Adverse Events and Complaints Management and Communicating with Customers for Adverse Events and Complaints Management in this guide |
Products |
Display current product information, including key features and product trends. |
Managing Products for Life Sciences 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 |
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 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 |
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 |
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 Project and Resource Management Administration Guide |