Suggestions Overview
Suggestions are items that present information to users about how to engage with accounts over multiple channels. Suggestions are based on customer- or partner-generated data. The data comes from a number of accessible repositories, for example, Vault CRM interaction history, sales data, and market research data.
The suggestions module is designed specifically for customers and partners to load analytics data or outputs from data science engines into Vault CRM to be leveraged by users to create calls or call objectives. Information displays in three forms:
- Suggestion – a specific and associated recommended action
- Insight – information without an action
- Preference – channel and offer preferences specific to an account
The following are examples of the types of information presented through suggestions:
- Frequency of interactions
- HCP availability and proximity
- Changes in prescribing habits
- Formulary coverage changes and patient trends
If a business admin needs to be sure everyone on her team knows to detail a new product indication to the relevant accounts, the admin can create a suggestion. When an end user schedules a call with an HCP, the end user sees the suggestion to detail the product's new indication.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Suggestions has two types of users:
Admins
Admins control suggestions in the following ways:
- Managing suggestions, including facilitating suggestions data loading from external sources
- Associating a Driver with a Suggestion
- Defining Expiration Dates for Suggestions
- Priority Score and Sort Order
- Defining Expiration Dates for Suggestions
- Suggestion Surveys
End Users
End users use suggestions to do the following:
