Visit Your Customers

Plan

Use the calendar and routines to help create efficient visit schedules. Visualize and prioritize key events, such as visits, meetings, and time off territory. Schedule events with the best time recommendations, avoiding conflicts and creating optimized daily plans. Sales reps can save sets of visits as routines and access colleagues’ schedules for seamless collaboration.

Engage

The Visit Engagement page acts as a central hub during a visit. From here, you can view recommendations, which include presentations and messages, and select and personalize presentations from a content library. If configured by your admin, you can select See Why on a recommended message to view the rationale for the message being recommended for this visit.

Add presentations to your visit, preview content, or open the content library to find the presentation that you need. Information and warnings about product restrictions and targeted presentations for your territories help you select the right content and add the right accounts to your visit. During presentations, navigate between the presentation player and the Visit Engagement page to review and update visit details. Metrics about the slides presented and the linked products and messages are captured automatically during presentations and saved on the Visit Engagement page.

Choose specific products for discussion, and manage, disperse, and track samples that are either on-hand, delivered directly to the physician post-visit (DTP), or marketing items. In addition, you can log medical inquiries, link them to a product and topic, and upload attachments. Capture key visit information and acknowledge any mandatory compliance statements from the Visit Engagement page. For remote visits, you can send invitation emails and control the meeting, and view the room ID and passcode. Use device authentication to capture a signature at the end of a visit for compliance.

Report

After completing a visit, update and save the visit record. You can save a visit as either planned (draft) or submitted (completed). The system tracks your unsubmitted (planned) visits, and monitors your pace of activity, showing your current progress against a target. You can view visit goals, and the system measures provider activity using metrics like Activity Weight, Total Actual Activity, Total Scheduled, Weighted Actual, and Weighted Schedule.

The Activity Timeline on an account profile provides a chronological record of your interactions, such as visits, surveys, and emails. You can filter this timeline by interaction type, address, affiliation, and whether you view your interactions or all interactions. Account profiles also include a Smart Summary that highlights key changes and recent interactions to provide context for future engagements.

You can log visit-related expenses, including details such as the expense type, attendee allocation, and amount. View and edit rating data from the Ratings tab or open and complete surveys to gather feedback on topics like patient treatment, drug preferences, meeting value, and service satisfaction. Finally, you can view recordings of remote sessions in the Recordings related list on the visit record.