Learn how to get the most out of Veeva Suggestions from Marketing Cloud
Posted: Sat Dec 07, 2024 10:41 am
Suggestions recommend actions based on physician-specific information. In this post, we'll look at how to leverage this Veeva functionality from Marketing Cloud and empower sales teams in the transition from multichannel to omnichannel.
Once activated, reps can receive iceland phone number resource real-time information from the doctor on their iPad. The goal is to provide a complete view of their journey and online and offline touchpoints , essential information to guide the sales team’s next interactions. When was the last time the doctor had an interaction related to the product? What content/key message did they receive? What was their feedback? These questions can be key for the rep to understand the context and be able to offer differential value.
Widget Suggestion. Veeva
Let's explore Suggestions as they appear in the Veeva CRM interface
Each Suggestion is linked to a specific action, such as scheduling a call or sending an email. Reps can accept them directly from the iPad or dismiss the recommendation.
Key components of the suggestions
Title: Title of the suggestion.
Reason: Content.
Priority: The suggestion can be set to low, normal, or high priority.
Due Date: A suggestion can be assigned an due date.
Suggestion panel. Veeva
Send an email: Reps can send an email directly from the Suggestions dashboard.
Schedule a Call: Reps can schedule calls directly from the Suggestions dashboard.
Mark as Complete: When you mark the recommendation as complete, the suggestion is removed from the user interface.
Dismiss: Suggestions can be dismissed. The representative will be required to complete a survey to indicate why the information is not relevant. Surveys can be created or edited in Veeva before the suggestion is activated.
Once activated, reps can receive iceland phone number resource real-time information from the doctor on their iPad. The goal is to provide a complete view of their journey and online and offline touchpoints , essential information to guide the sales team’s next interactions. When was the last time the doctor had an interaction related to the product? What content/key message did they receive? What was their feedback? These questions can be key for the rep to understand the context and be able to offer differential value.
Widget Suggestion. Veeva
Let's explore Suggestions as they appear in the Veeva CRM interface
Each Suggestion is linked to a specific action, such as scheduling a call or sending an email. Reps can accept them directly from the iPad or dismiss the recommendation.
Key components of the suggestions
Title: Title of the suggestion.
Reason: Content.
Priority: The suggestion can be set to low, normal, or high priority.
Due Date: A suggestion can be assigned an due date.
Suggestion panel. Veeva
Send an email: Reps can send an email directly from the Suggestions dashboard.
Schedule a Call: Reps can schedule calls directly from the Suggestions dashboard.
Mark as Complete: When you mark the recommendation as complete, the suggestion is removed from the user interface.
Dismiss: Suggestions can be dismissed. The representative will be required to complete a survey to indicate why the information is not relevant. Surveys can be created or edited in Veeva before the suggestion is activated.