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.

• Key Account Management Plans and Objects
  Key Account Management includes objects and plans to help account managers and medical science liaisons to nurture partnerships. Learn about the differences between account plans and territory plans and the objects and records that inform the plans.
• Key Account Management Prerequisites
  Review and complete the prerequisites for Key Account Management. Assign permissions, activate trigger handlers, and create object metadata cache configurations for offline access in the mobile app.
• Create Picklist Values for Key Account Management Records
  Tailor records according to the needs of your organization with custom picklist values. Define different role types, influencer levels, and strength categories for stakeholders. Create statuses for goals, plans, objectives, sprints, and tasks.
• Add a Key Account Management Quick Action Button to a Page Layout
  Configure quick action buttons to let account managers add stakeholders to an account plan and connect participants and stakeholders.
• Configure a Participant Role for an Account Plan
  Help account managers implement an account plan by adding participant users.
• Configure Sprints for Key Account Management
  Help key account managers monitor and execute assigned tasks in a timely manner with sprints.
• Create a Lookup Filter for Action Plan Template Versions
  To find relevant templates to assign to a goal, create a lookup filter for the action plan template version. When you search for a template to assign to a goal, this setting ensures that you only see the template versions that match the defined filter criteria.
• Plan Progression Checklist
  Learn how to monitor your plan's milestones by configuring completion statuses and activating the relevant trigger handlers. Follow this checklist to ensure your setup is complete and accurate
• Create Goals, Tasks, and Measures for Plan Templates
  Help key account managers meet business targets for the accounts and territories by creating design-time records for template goals, plans, and tasks. Define goals at global, affiliate, and territory levels. Devise measures for achieving the goals, and break down each measure into actionable, executable tasks by using action plan template items.
• Customize the Columns in the Action Plan Framework
  To customize the action plan framework, rearrange the fields in the action plan’s page layout. Add or remove fields as needed.