Objectives Management

Purpose

Objective Management is the functionality designed for representatives to manage their own notes for the clients. Based on the configuration, the objective could be tracked during the time period before completion or repeated per each visit.

Main Terms

  • Objective

    Personal objectives and notes used by representatives as a reminder for the particular client.

  • Next Call Objective

    The option that allows creating an objective for the upcoming visit on the next selected date when the previous visit finished.

  • Special tracking

    An entity to set and track the tasks and objectives for an active marketing cycle within a visit and related tab of the Activity Report designed to set the objectives for the specific clients within the Marketing Cycle.

Process Description

  1. Set up Application Settings.

  2. Think about the objectives and tasks you need to track and audit during a visit.

    You have several options to create objectives.

  3. Check objectives in the Account and Contact related lists or in the Activity Reports.

  4. Use Special Tracking to track objectives via Marketing Cycles.

Setup Steps

  1. In the Application Settings or in CT Pharma Control Panel:

    1. Enable Objectives.

    2. Enable Objective History tracking.

    3. Enter a period in Objective Tracking Period.

    4. Enable Create Next Activity if you want to use the Next Call Date option and Next Call Settings.

  2. Add Objectives related list to the Account and Contact objects.

  3. Create Objectives according to your business purposes:

    1. Add an Objective to the related list of the Account object if you want to have a regular objective for the account.

    2. Add an Objective to the related list of the Contact object if you want to have a regular objective for the contact but not for the account.

    3. Create an Objective for the selected activity via Activity Report if you want to have an objective only for the selected visit.

    4. Create Next Call Objective if you want to create an objective for the next visit when the previous one is finished.

    5. Create an Objective using the Next Call Date on the Activity Report if you want to add the objective for a visit on a specific date.

    6. Create an Objective using Next Call Settings if you want to use regular objectives with the specific values.

  4. Add Objective to the Marketing Cycle if needed:

    1. Set up Targeting & Marketing Cycle processes.

    2. Specify attributes for the Special Trackings Tab Settings.

    3. Log the Activity to verify the Tasks creation.

Configuring Objectives

Check the following settings to be fully aware of the Objectives functionality:

  • Set up Application Settings.

    Enable all related options to use objectives.

  • Check how you can create objectives and the difference between objective types:

    • Create regular objectives for the accounts or contacts.

    • Create specific objectives related to the account, contact, or activity.

    • Create objectives using Next Call Settings.

  • Check how to use objectives in the marketing cycles.

    Add Special Tracking to complete objectives aligned with the business purpose.

See also:

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