Provide tactical inputs to field force for best customer engagement

Omnichannel call plan generation

Empower the sales teams to reach the right target, over the right channel, with the right level of interaction, improving customer experience, increasing productivity, and generating better call plan adherence.

Design the optimal customer engagement plan to include rep-controlled channels like:

• Face-to-face meetings
• Phone
• Email
• Virtual meetings

Omnichannel call plan refinement

Provides real-time field collaboration and feedback on call plans for faster decision making

Easily update with extensive configurability:

• Call frequency
• Segment information
• Channel preference

Workflow approvals

Organizationally transparent and configurable approval processes such as:

• Approval workflows
• Guardrails
• Time windows 

CRM system integration

Remove barrier from planning to execution for the sales team

• Seamlessly connect call plan to execution systems

Domain specific data management

Reduces the need for external processes and tools, creating efficiencies through greater reusability, control, and integration.

• Holistic data management experience that offers ingestion, profiling, quality, and processing capabilities to transform and aggregate source data in preparation of a data set for analysis

Report creation

Life sciences ready with applicable data models and reporting templates

• Modify or use existing templates to create reports

Mobile UI

Engage field teams through a mobile-optimized experience that gives reps easy access to the data they need.

• Provides field with on-the-go mobile access to the solution