Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Configuring Key Accounts >

About Key Account Management

Oracle CRM On Demand Life Sciences Edition provides an integrated solution for business planning, budgeting, and marketing, so that pharmaceutical sales representatives can manage event budgets, fund requests, market development funds, and associated costs. It provides the following marketing record types:

• Activity. You can use this record type to review, create, and update your activities and to review and update your planned calls.
• Business Plan. You can use this record type to set the overall budget by region.
• Campaign. You can use this record type to create, update, and track campaigns.
• Event. You can use this record type to plan and track events such as sales events or educational events.
• Fund. You can use this record type to track budget allocations and usage.
• Fund Request. You can use this record type to manage budget-approval requests.
• MDF Request. You can use this record type to make marketing development funds (MDF) available to partners for the purpose of selling products in a specific geographical area.
• Messaging Plan. You can use this record type to create, update, and track messaging plans.
• Objective. You can use this record type to create, update, and track objectives for business plans.
• Order. You can use this record type to create, update, and track orders and associated order items for products.
• Sample Request. You can use this record type to create, update, and track orders and associated sample requests.

To use key account management, you must configure certain record types correctly, see Process of Configuring Key Account Management Record Types.