Visit Management
Visit Management supports the call planning and execution process in the Life Sciences
Industry. Field users can engage compliantly with accounts through various channels such as
face-to-face, phone, and remote. With integrated intelligent content and remote engagement
capabilities, field sales representatives and medical teams can plan, execute, and report on
visits to healthcare providers and healthcare organizations. Information entered in a provider
visit typically includes product details, product messages, presentations, marketing items and
samples. Provider Visit Management also supports various compliance requirements regarding sample
eligibility, sample limits and allocations, and e-signature capture.
For more details and a larger image, visit the Data Model Gallery.
Visit Management Objects in Life Sciences Customer Engagement
- Account
- Action Plan
- Assessment Task
- Contact Point Address
- Digital Signature
- Expense
- Expense Participant
- Expense Type
- Inquiry
- Life Science Account List
- Life Science Email
- Life Science Marketable Product
- Medical Insight
- Presentation Click Stream Entry
- Presentation Forum
- Product Disbursement
- Product Guidance
- Provider Visit
- Provider Visit Detailing Product Message
- Provider Visit Marketing Item
- Provider Visit Product Detailing
- Provider Visit Product Discussion
- Provider Visit Requested Sample
- Territory2
- User
- Video Call
- Visit
- Visitor
To learn more about all objects used in Life Sciences, see Life Sciences Objects.
