What are the benefits of using Account Hot Lists?
Account Hot Lists allow teams to coordinate and focus on the most important accounts, resulting in the following benefits:
- Strategic Alignment - Centralize strategy by pushing out weekly or monthly priority lists directly from home office leadership to the field
- Increased Field Efficiency - Field users no longer have to guess where to start their day. They are provided with a ranked list (1 to 30) of top-priority accounts.
- Rich Context & Metrics - Users can instantly view critical data, such as Last Time Contacted (LTC) and Actual vs. Potential (A•P) prescribing metrics, right from the list
- Frictionless Action - With built-in action buttons, users can schedule calls, log medical interactions, or send emails directly from the Hot List without navigating to individual account records
- Seamless Workflow Integration - Hot Lists are available natively when scheduling in My Schedule, planning routes in Cycle Plans, or selecting attendees in Events Management
Is This Right for You?
Review the following statements to determine if Account Hot Lists are a good fit for your organization:
- Your marketing or sales leadership frequently defines specific, high-priority target accounts for specific time periods (for example, a monthly push)
- You want to ensure field users prioritize accounts based on a centrally defined rank rather than their own sorting habits
- Your users would benefit from seeing a visual representation of an account's prescription actuals versus their potential (A•P)
- You want a dedicated space in the app for urgent or top priority accounts, distinct from standard Account Views or manually created lists
- Your field team struggles with decision fatigue when looking at large territories and needs clear, actionable guidance
If one or more of these statements is true for your team, Account Hot Lists will be a valuable addition to your workflow.