Presentations

Streamline content management so that field users can deliver tailored presentations to healthcare professionals (HCPs) during face-to-face and remote interactions. Create and manage effective presentations that use the most current materials. Give users access to the right content at the right time by using activation dates and linking presentations to specific products, messages, and territories. Use feedback and engagement metrics from every interaction to improve marketing strategies and make content more relevant.

Managing, presenting, and optimizing content involves multiple stakeholders throughout each presentation's lifecycle. With Intelligent Content:

• Admins can upload approved presentations and pages by using the Admin Console or content management REST API resources. Then, they can manage distribution and maintain granular control over content visibility, activation, and expiration.
• Field teams can use the content library to find approved, up-to-date presentations that are tailored to each interaction—even offline. In the presentation player, users have the flexibility to deliver personalized presentations, use interactive tools, and capture HCP feedback in real time.
• Commercial teams can leverage data-driven insights and HCP engagement patterns to improve messaging and optimize presentation content based on what resonates most with HCPs.

• Get Your Org Ready for Presentations
  Before you get started with Intelligent Content, complete a few tasks to prepare your org for presentations.
• Mobile App Configuration for Presentations
  Set up object metadata cache configurations for Life Sciences presentation objects. Generate a metadata cache to package the object schema configuration that the Life Sciences Cloud mobile app uses for online and offline access. This configuration defines how the mobile app fetches and stores the necessary metadata when a network connection is unavailable to provide a seamless experience whether users are online and offline.
• Configure Presentation Settings
  Presentation settings help to manage how your field users can find, share, and work with presentations in the content library and the presentation player. Manage data tracking, feedback capture, search settings, sharing settings, and so on. For granular control, apply settings for the entire org, for certain profiles, or for specific users.
• Add Actions for Presentations
  Enable field users to open the content library from the account list.
• Create and Manage Presentations
  Use a centralized content management hub to manage presentations throughout their lifecycle. Create presentations by uploading source files, or assemble new presentations from existing pages in your org. Make sure that field users can access relevant content by linking presentations to specific products and messages and distributing presentations to specific territories. To help ensure compliance and consistency, manage version control and activation schedules.
• Expand Presentation Search Capabilities
  Extend search results to make it easier for users to find presentations in the content library. Set up a custom text field to store searchable values, and use a record-triggered flow to populate it. In the content library, users can search by page properties, linked products, and key messages.
• Smart Content Search
  Expand your search beyond just presentation names and metadata properties. Use Data 360 to create an index of searchable strings from your presentation content. In the content library, your field users can find presentations by searching within presentation content and see why presentations match their search terms.
• Recommended and Targeted Presentations
  Help your field users deliver the most relevant and effective content for each account and healthcare professional (HCP). Targeted presentations help to make sure that users see and present only the right content. Recommended presentations suggest the best content to use during interactions.
• Send Presentations as Links
  Help your users improve engagement with healthcare professionals (HCPs) by sending presentations as secure links. Field users can select multiple presentations and embed links automatically into approved email templates, and HCPs can review presentations in a dedicated portal without downloading email attachments. Links reflect the latest version of the presentation and expire after a defined amount of time, so HCPs know they’re seeing the most up-to-date content. Rich engagement data—including pages viewed, time spent per page, and the HCP’s navigation path—helps you to optimize presentations for future interactions.
• Understand Mandatory Pages in Presentations
  Mandatory presentation pages help to keep interactions compliant by making sure that field users present specified key messages, disclaimers, or safety information. When you configure presentations, you can designate specific pages as mandatory to prevent users from bypassing or overlooking critical content.
• Understand Presentation Metrics
  When sales reps deliver presentations, metrics are tracked during the interaction so that you can get detailed insights into usage and performance. Engagement data is captured in presentation click stream entry records. To analyze engagement and improve presentation strategy, build custom reports and dashboards by using presentation click stream entry data.