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## Life Sciences Processes You can perform the following tasks using Oracle CRM On Demand Life Sciences Edition: ### Tracking Events You can plan and track events, for example, an educational event, using the Event pages. An event can be as simple as a lunch-and-learn session in a customer's office, or as complex as a seminar series or national-sales meeting for a company. For more information on planning and tracking events, see Events. ### Business Planning The Business Planning pages provide a foundation for business-planning activities in the pharmaceutical industry. You can set the goals and objectives for accounts, contacts, and products. You can link these goals and objectives to long-term strategic plans, short-term objectives, hierarchical account plans, key opinion-leader plans, or brand plans. For more information on managing business plans, see Business Planning. ### Capturing Contact and Account Details and Planning Sales Calls You can capture and store more detailed information about sales calls, using the call activity portion of the Contact Detail and Account Detail pages. These pages provide a list of call activities and show the call history for a contact or account. For more information on using the Contacts pages, see Contacts. For more information on using the Account pages, see Accounts and Working with Activity Lists. ### Planning Sales Calls Sales representatives can perform precall planning tasks for an account by reviewing the associated contact and account relationships. They can also review the best call times for the contact and the contact’s valid medical license. This planning allows a sales representative to determine the following: Which products to explain How many samples or promotional items to drop Whose signature to capture to complete the sales call For more information about these tasks, see Tracking Visits (Sales Calls) to Customers, Tracking the Best Calling Times, Contact State Licenses, and Mass Call Planning. ### Capturing Customer Information to Meet Regulatory Guidelines You can capture the following information about customer visits: Products detailed Samples dropped to customers Samples requested by customers Promotional or educational items dropped to customers Messaging plans discussed Message responses Customer signatures captured This information is typically required to meet the regulations of the Food and Drug Administration (FDA) and similar agencies in other countries. You can store this information in the Call Activity List Page of a contact detail record. For more information on the Activity pages, see the following: Calendar and Activities Working with Activity Lists Tracking Visits (Sales Calls) to Customers ### Managing Samples Samples administrators can perform business processes, such as creating inventory periods, allocation records, and sample inventory records for sales representatives. Sales representatives can create inventory audit reports as requested by the samples administrator and can close out or reconcile inventory periods. Additionally, sales representatives can adjust inventories, transfer samples in and out, and drop samples, which create disbursement transactions. For more information about these tasks, see Managing Samples. ### Managing Customer Presentations Sales and marketing organizations can manage their multimedia or graphic file content, create messaging plans, and distribute these messaging plans to the field sales force. Sales organizations can then deliver tailored presentations to customers while automatically capturing metrics related to customer responses. These metrics are passed to the marketing organization to analyze. Use Oracle CRM On Demand Life Sciences Edition with an offline client application. The client is required for making presentations to customers and capturing the metrics of customer responses. To manage the presentation content and the messaging plans, use Personalized Content Delivery (PCD), a type of sales presentation software. For more information on PCD, see Personalized Content Delivery. ### Managing Analytics A sales representative, marketing organization, management team, or an administrative team within a pharmaceutical company can create detailed analytical reports within Analytics. Call History, Events, and PCD have analytics components that allow you to manage analytics in these areas of Oracle CRM On Demand Life Sciences Edition. For more information on using Analytics, see Getting Started with Analytics. ### Creating Integration Events and Workflow Rules Integration Events are supported for the following life sciences record types and life sciences-related record types: Activity Business Plan Campaign Contact State License Event Fund Fund Request HCP Contact Allocation Inventory Period MDF Request Messaging Plan Objective Order Sample Inventory Sample Lot Sample Request Sample Request Item Sample Transaction Transaction Item For more information about integration events and workflow rules, see About Integration Events and Creating Workflow Rules. ### Performing Activity Assessments If your company administrator has set up Activity Assessment scripts, then you will be able to perform assessments on tasks, appointments, calls, or planned calls for an account or contact. For more information about assessments, see Setting Up Assessment Scripts and Using Activity Assessment Scripts. ### Adding Books to Life Sciences Record Types Books are supported for the following life sciences record types and life sciences-related record types: Allocation Business Plan Event HCP Contact Allocation Inventory Audit Report Inventory Period Objectives Sample Lot Sample Transaction You can determine which book a user sees by default in the Book selector for each record type. For more information, see Setting Up Default Books by Record Type for a User. For more information about books in general, see Book Management.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.