Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Manage Key Accounts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Manage Key Accounts

            Nurture long-term partnerships with your key accounts and target territories. Anticipate customer concerns, identify growth opportunities, dedicate resources to offer tailored solutions, and ensure the long-term success of the partnership. Create Account Plans to build relationships with major customers, analyze customers’ prescribing power, and gather input about the potential impact of pharma products. Use Territory Plans to monitor regional treatment patterns, gain medical insights, and disseminate scientific information to accounts.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            • Create a Life Sciences Cloud Account Plan
              Nurture long-term partnerships, anticipate customer concerns, and identify growth opportunities. Use an account plan to strategize effectively and stay on top of business targets and objectives. Expand an account plan by adding products, related plans, and strategic analysis.
            • Manage Account Plan Participants
              You can add individual users to an account plan or as a group.To boost collaboration and improve networking outcomes, configure groups and users as participants, and assign stakeholders to participants.
            • Manage Account Plan Stakeholders
              Influence your account’s decision-making policies by adding stakeholders to an account plan. Enhance your account plans by assigning actions and participants to your stakeholders.
            • Account Plan Stakeholder in the Mobile Interface
              Save time spent on searching for a stakeholder with additional sort and filter conditions in the mobile interface. You also get the added benefit of searching for stakeholders in all the key accounts aligned to your territory and adding stakeholders in bulk. Additionally, you create stakeholder records by adding accounts and contacts who are already associated with your territory.
            • Create Account Plan Objectives
              Define goals for your account and track their progress by creating actionable account plan objectives. Add objectives directly to a plan or import them.
            • Account Plan Hierarchy
              Get a comprehensive view of the account plan objectives, from top-level objectives to the granular details of the associated tasks, all in one screen.
            • Manage Action Plans and Tasks in the Account Plan Hierarchy
              Configure ad hoc tasks and actions directly in the account plan hierarchy. Monitor the progress of each element of the hierarchy, search for individual action plans, and filter records by status. To mark an action plan or assessment task as complete, update the status of the record.
            • Create a Life Sciences Cloud Territory Plan
              Drive educational and scientific awareness campaigns, and collect information about the effectiveness of treatments in a region by creating a territory plan.
            • Create Goal Assignments for Territory Plans
              Define a blueprint for achieving your territory’s business targets. You can add goals directly in the plan or import them from a template.
            • Territory Plan Hierarchy
              Visualize the progress of the assessment tasks, action plans, and goals, directly from the territory plan. Review details about each record without navigating away from the page.
            • Manage Action Plans and Tasks in the Territory Plan Hierarchy
              Configure action plans, assessment tasks, and sprints in the territory plan hierarchy. Drill down to individual tasks with search and filter actions. Edit the records and update statuses to mark the tasks and action plans as complete. To mark an action plan or assessment task as complete, update the status of the record.
            • Create Tasks and Plans from the Goal Assignment Record
              You can configure action plans and assessment tasks directly from the Goal Assignment record. The action plan template and the associated assessment tasks automatically appear on the Territory Business Plan record page.
            • Associate Plans and Tasks with a Visit
              Link your action plan and assessment tasks to a Visit record to mark them as complete.
             
            Loading
            Salesforce Help | Article