FocalCXMRemarkable Experiences

Transfer of Information: Competitive Assessment Admin & Rep UI

Survey. Educate. Engage.

Competitive Assessment Admin UI

StoryPulse Agenda

CREATE Competitive Assessments

PUBLISH Competitive Assessments

Enter Admin Console User ID and Password

StoryPulse Agenda

CREATE Competitive Assessments

Click on the Assessments tab to Create a new

COMPETITIVE ASSESSMENT

Create New Assessment

Add Assessment Name and opt Assessment Type as

‘Competitive’

StoryPulse Agenda

PUBLISH Competitive Assessments

ROLES: Assign by roles Ex. Admin, AGM etc.SPECIALITY: to add Medical Specialization of Doctors

Select PUBLISH to see the entered assessment in the iPad .

Competitive Assessment Rep UI

Competitive Assessment created in the Admin UI

Products allocated by the Admin for a specific user in the CRM Allocation object

reflect here.

Competitors for the product pop up by clicking on the

Product Name.

Enter Potential and Yield. Tap on Save

Yield of the previous two months shown here.

Click Submit to push the data to any Custom Object in the

CRM