What are some of the use cases for Suggestions?

Below, you can see some of the many ways Suggestions can be put to use.

Call Scheduling

Use cases related to Call scheduling and an example Suggestion:

  • Field users are falling behind their call goals for key targets

  • Target or non-target accounts have not been seen in the recommended amount of time

  • Target has not purchased recently

  • Shared accounts are being over or under scheduled

Channel Adoption

Use cases related to channel adoption and an example Suggestion:

  • An HCP recently opted in to receiving email

  • An HCP has yet to attend an event

  • An HCP is difficult to see in-person and may benefit from a remote detail or Engage Meeting

  • An HCP has not received the target number of Approved Emails or event invitations

Samples

Use cases related to samples and an example Suggestion:

  • An HCP needs samples or has been oversampled

  • An HCP responds well to vouchers

  • An HCP can request samples online

Call Messaging

Use cases related to Call messaging and an example Suggestion:

  • An HCP is part of a key segment that responds to very specific brand messaging

  • An HCP has increased or decreased their prescribing behavior

  • An HCP should receive messaging in a predefined order

  • Key messages were identified after an HCP visited a website, viewed an email, or attended an event

Market Data Trends

Use cases related to market data trends and an example Suggestion:

  • A new competitor enters the market

  • A competitor is increasing market share

  • HCPs are responding well to new messaging

Formulary Changes

Use cases related to formulary changes and an example Suggestion:

  • Highlight formulary wins

  • Highlight competitive products going off formulary

Brand Priorities

Use cases related to brand priorities and an example Suggestion:

  • Consider priority brands and their messaging strategy

  • Give precedence to key brand initiatives

  • Prioritize HCP importance through segmentation

  • Recommended actions and messaging based on segmentation

Multichannel Messaging Coordination

Use cases related to Multichannel Messaging (MCM) and an example Suggestion:

  • Highlight MCM targets with preferences for specific channels, for example, email, remote details, and events

  • Building customer journeys

  • Recommending communications after an HCP attends an event

Suggestions & X-Pages

While Vault CRM provides the Suggestions tab out-of-the-box, customers can use X-Pages Studio to build a customized Suggestions X-Page to replace the default Suggestions tab. This allows you to tailor the Suggestions tab to your specific needs and strategies. Learn how to use X-Pages Studio.