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 (Siebel Pharma)

  • 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 Signatures for Calls.

• 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.