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Set Up Engagement Planning Features

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Set Up Engagement Planning Features

Optimize daily schedules, prioritize key events, and manage routines with Calendar. Log and manage time away from your territory with Time Off Territory. Improve your plans’ chances of success with reusable goal definition templates. Personalize action plan templates for Key Account Management. Identify growth opportunities and adapt to evolving customer needs with Account Plans. Drive initiatives targeted at key accounts in a region with Territory Business Plans.

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.
  • Activity Plans
    Manage and run omni-channel cycle plans and call plans by defining specific strategies for the field representatives’ interactions with healthcare professionals. Use Activity Plans to set targets by object type such as an event, meeting, or email, and measure outcomes to incentivize field representatives to achieve those targets. The entire process follows a structured workflow involving different user roles to create, review, and implement plans effectively.
  • Briefings
    Help your organization turn complex account data into actionable insights and reduce the time your users spend on manual pre-visit preparation using Briefings. Deliver insights to users as persona-aware, contextually relevant, AI-generated audio briefings that include summaries of changes, key activities and engagements, and discussion points for their scheduled accounts. Users can listen to these audio briefings on the go as podcasts in the Life Sciences Cloud Mobile app's built-in audio player.
  • Calendar
    Help your sales teams visualize and prioritize key activities, including visits, time off territory, managed events, non-customer facing general events, and assessment tasks. Schedule activities with the best time suggestions to avoid conflicts and create optimized daily plans. Users can save sets of visits as routines and access team member's schedules. With Life Sciences Customer Engagement Calendar, users easily identify different types of activities alongside their key information and status.
  • Key Account Management for Customer Engagement
    Drive strategic, insight-based customer engagement with Life Sciences Cloud Key Account Management. Foster long-term, high-value partnerships, and achieve common goals by configuring account plans. Implement strategic initiatives focused on specific territories. Identify growth opportunities, anticipate customer concerns, and promote cross-functional collaboration. Enable users to configure records, manage goals, and execute tasks on the web and on an iPad.
  • Time Off Territory
    Manage and govern how your users log their time away from their assigned territories. Configure time input modes and overlapping rules to ensure time-off entries align with business policies and prevent conflicts with planned activities.
 
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