Congrats!
You now understand how Vault CRM’s tracking capabilities can provide deep insight into your field team’s interactions with HCPs.
Learn more about CLM reporting
To continue your learning, explore these resources:
Flight Simulator
Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.
Challenge - Add a secondary grouping to see reporting data broken down by Share Method
The marketing team found the CLM report we created in the previous step to be very helpful. Now they also want to know how the content was presented.
This will help the marketing team understand which channels are being used most effectively to present their material.
Solution-
Select and expand the field corresponding to Group rows by; select Call > Channel.
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Select and expand the new nested field.
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Select Call Key Message > Share Method.
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Select Run to confirm the grouping.
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Confirm the groupings by selecting and expanding In-person > Remote CLM.
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Select Save.