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Configure Life Sciences Cloud for Customer Engagement
Trail

Configure Life Sciences Cloud for Customer Engagement

Configure Life Sciences Cloud to support compliant customer engagement from strategy through execution and insight.

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+3,100 points
Intermediate
Administrator
~6 hrs 5 mins

Build the Customer Engagement Foundation

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Perform data abstraction to source and serve data in digital processes.

~5 mins •
Mark as Complete
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Set up structured accounts, products, and territories to support effective engagement.

+400 Points
~35 mins
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Build a structured product catalog to support intelligent customer engagement.

+500 Points
~40 mins
Article

Provide a centralized view of critical information and tasks so your users can prioritize their work.

~5 mins •
Mark as Complete
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Enable field users to securely connect with healthcare professionals and organizations through their iPads.

~5 mins •
Mark as Complete
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Transform complex life sciences data into actionable insights and enhanced visualizations.

~5 mins •
Mark as Complete

Plan Field Activity and Account Strategy

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Coordinate key account strategy and track execution across accounts and territories.

+400 Points
~40 mins
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Translate engagement strategy into measurable, product-specific field execution.

+400 Points
~35 mins
Article

Optimize visit-planning measures and improve provider engagement.

~5 mins •
Mark as Complete
Article

Identify the highest priority accounts for engagement.

~5 mins •
Mark as Complete
Article

Manage and govern how your users log their time away from their assigned territories.

~5 mins •
Mark as Complete
Article

Help your organization turn complex account data into actionable insights

~5 mins •
Mark as Complete
Article

Help your sales teams visualize and prioritize key events such as visits, meetings, and time off territory.

~5 mins •
Mark as Complete

Engage Across Channels

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Plan, execute, and track visits better.

+500 Points
~50 mins
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Deliver compliant, personalized content to healthcare professionals and track engagement.

+400 Points
~40 mins
Article

Use Visit Management to plan, execute, and record visit details.

~5 mins •
Mark as Complete
Article

Configure email templates and fragments that streamline email communication between sales reps and healthcare professionals.

~5 mins •
Mark as Complete
Article

Facilitate virtual meetings to manage remote visits with HCPs and HCOs.

~5 mins •
Mark as Complete
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Design and distribute structured questionnaires to gather feedback from healthcare professionals.

~5 mins •
Mark as Complete

Govern Samples and Consent

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Ensure compliance and track inventory with simplified pharmaceutical sample distribution.

+500 Points
~50 mins
Article

Learn how Sample Management centralizes sample requests, approvals, and product selections.

~5 mins •
Mark as Complete
Article

Capture, synchronize, and honor the communication preferences of healthcare professionals across different subscription topics and channels.

~5 mins •
Mark as Complete

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