Call Reporting Overview
Quick and efficient call reporting is at the hub of a Vault CRM implementation. Call reporting enables users to capture every aspect of their interactions with HCPs. From when a call is scheduled to when it is submitted, all of the call information is recorded and viewed on the call report. In addition to traditional face-to-face interactions, users can capture interactions from a variety of communication channels—for example, phone calls, emails, text messages, and video calls like Engage meetings.
As the center of Vault CRM, call report is tightly linked with other key features of Vault CRM. Several entry points to call report are available by default, and additional entry points can be configured based on the modules enabled in a particular implementation of Vault CRM. The call report module can be easily configured to use with other Vault CRM modules like Product Plans, Call Objectives, and Sample Limits. Additionally, call report can be a launching point for X-Pages, Approved Email, and other account related activities.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Users can perform the following activities through the call report:
- End Users – End users can perform the following actions:
- Schedule and plan a call – Users can schedule a call from several entry points to the call report. Calls that are scheduled, but have not yet occurred, are in planned status.
- Execute a call – End users can populate the call header with basic information about the call, add attendees, record detailing, and capture other information about their interactions with HCPs
- Submit a call – Users submit a call when they have recorded all call information on the call report. Once a call is submitted, it cannot be edited or deleted.
