StoryPulse TOI Competitive Assessment
Transcript of StoryPulse TOI Competitive Assessment
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