Task Flows for Siebel Pharma

The Siebel Pharma task flows that sales representatives typically carry out are divided into the following areas:

• "Planning and Preparing for Customer Calls"

• "Conducting Customer Calls"

Planning and Preparing for Customer Calls

Sales representatives typically perform the following tasks when planning and preparing for customer calls:

• Check the appointments and review the route for the day.

  For more information, see "Viewing Call Planning Information" and "Displaying Location Details in Siebel Mobile".

• Review the notifications list.

  For more information, see "Reviewing Notification Messages in Siebel Mobile".

• Prepare for contact calls and perform precall planning tasks (such as, reviewing the associated contact relationships and the best call times for the contact) as follows:

  • Review, modify, and create new contacts as required. For more information, see the following:

    • "Displaying Contact Details"

    • "Modifying Contact Information"

  • Review, modify, and create new contact calls as required. For more information, see "Modifying Call Information for a Contact".

  • Review and modify as required the contact's associated addresses, best call times, state license, affiliated accounts, contact relationships, and attachments.

    For more information, see the following:

    • "Modifying Address Information for a Contact"

    • "Modifying Best Time Information for a Contact"

    • "Modifying State License Information for a Contact"

    • "Modifying Account Affiliation Information for a Contact"

    • "Modifying Contact Relationship Information for a Contact"

    • "Modifying Attachment Information for a Contact"

• Prepare for account calls and perform precall planning tasks (such as, reviewing the associated account relationships) as follows:

  • Review, modify, and create new accounts as required. For more information, see the following:

    • "Displaying Account Details"

    • "Modifying Account Information"

  • Review, modify, and create new account calls as required. For more information, see "Modifying Call Information for an Account".

  • Review and modify as required the account's associated contacts, addresses, affiliated contacts, account relationships, and attachments. For more information, see the following:

    • "Modifying Contact Information for an Account"

    • "Modifying Address Information for an Account"

    • "Modifying Contact Affiliation Information for an Account"

    • "Modifying Account Relationship Information for an Account"

    • "Modifying Attachment Information for an Account"

Conducting Customer Calls

Sales representatives typically perform the following tasks when conducting customer calls:

• Review, modify, and create new calls as required.

  For more information, see the following:

  • "Modifying Attendee Information for a Call"

  • "Displaying Call Details"

  • "Modifying Call Information"

• Review and modify as required the call's associated attendees, promotional items, samples, product details, literature, and presentation detail information.

  For more information, see the following:

  • "Modifying Attendee Information for a Call"

  • "Modifying Promotional Items for a Call"

  • "Modifying Samples for a Call"

  • "Modifying Product Details for a Call"

  • "Adding Literature Information to a Call"

  • "Viewing Presentation Detail Information for a Call"

• Deliver personalized content and presentations to customers and capture feedback as required.

  For more information, see "Using the PCD Viewer in Siebel Mobile".

• Record signatures for calls.

  For more information, see "Capturing the Electronic Signature for a Call".

• Submit calls for processing.

  For more information, see "Submitting a Call for Processing".

• Review the validation results for a call as required to determine any errors in the call data.

  For more information, see "Managing Accounts for Siebel Pharma".

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