How do organizations use the Product Catalog?

The Product Catalog is integral to several core processes in Vault CRM. Proper configuration directly impacts the efficiency and effectiveness of your commercial operations across Vault CRM. The following are some key uses cases:

Sales call detailing

Sales reps visiting HCPs to discuss specific products involving Call Reporting and CLM:

  • Product Selection - Reps use the Product Catalog to select Detail Products or Detail Topics discussed during a call, which is then logged in the Call Report

  • Streamlined Detailing - Detail Groups can help sales reps efficiently navigate and present related products or topics

  • Samples - If samples, resources, or promotional items are provided, they are linked to products within the catalog

Order management

Sales reps placing orders for products via Vault CRM involving Order Management:

  • Product Availability - The catalog lists Products available for purchase

  • Product Orders - Product Groups, for example, cold/flu or seasonal products, allow users to filter product lists to easily find and order relevant items

Inventory monitoring

Organizations often need to track whether pharmacies are stocking agreed-upon products and adhering to placement or promotional agreements, this involves My Setup:

  • Product Verification - The catalog provides the master list of products against which availability, visibility, and placement can be confirmed

Capturing Product Metrics

As discussed earlier, a sales rep’s report on an HCP’s understanding and adoption of a product involves Call Reporting:

  • Metrics and Targeted Follow-Ups - Metrics associated with specific products in the catalog can help reps and marketing teams understand an HCP’s adoption timeline and tailor future engagements

Sample tracking & compliance

The distribution of product samples is highly regulated, compliance involves Sampling:

  • Accurate Logging - The Product Catalog ensures the correct Sample Product is selected and records when a sample is distributed

  • Compliance - Links product samples to specific lots and ensures adherence to regulatory requirements regarding who is eligible to receive samples