Accessing and Delivering Messaging Plans Using the PCD Viewer

PCD enables sales representatives to provide high impact presentations using multimedia visualization content created by the marketing teams. The PCD Viewer provides the mechanism to start an interaction session, switch between different product messages, show related collateral, show detailed level messages, or collect feedback.

PCD Viewer auto-loads the optimal set of messaging plans for each customer visit. You can capture electronic signatures for samples during a call or visit. PCD Viewer tracks the messages presented and the time spent on each message. You can indicate a physician’s response and add notes based on a call or conversation.

Before using the PCD Viewer, plan for presentation delivery by reviewing the available messaging plans and any existing call presentation information. In addition, do the following:

• Create appropriate literature records and associate literature with messaging plans in Siebel CRM. For more information, see Managing Content for Personalized Content Delivery.

• Define access to, release, and revise messaging plans as required. For more information, see Working with Messaging Plans.

To deliver a presentation using the PCD Viewer, see the following:

• Showing Presentations Using the PCD Viewer

• Recording Responses to Presentations