Upsher-Smith Streamlines Free-Text Monitoring with Veeva CRM Approved Notes
“Approved Notes allows our reps to capture detailed notes, insights, and next steps directly into the account record in Veeva CRM. Free-text monitoring combs through post-call notes for words and phrases that we find egregious so we can address the issue.”
Sales reps build deeper customer relationships with compliant note capture
Upsher-Smith Laboratories manufactures a wide variety of generics, as well as brand medications for seizure disorders and migraine headaches. Upsher-Smith sales reps use Veeva CRM for customer engagement, but previously used a third-party system to analyze their call notes for compliance. By using free-text monitoring with Veeva CRM Approved Notes, Upsher-Smith replaced the need for that system, streamlined the process, and improved the field force experience.
Compliant Free-Text Monitoring Included in Veeva CRM
Included with Veeva CRM, Approved Notes streamlined Upsher- Smith’s process for entering and monitoring notes. Reps easily enter post-call notes and follow-up activities for their customers.
Upsher-Smith benefits from Approved Notes by:- Allowing reps to easily capture free-text notes directly in Veeva CRM
- Flagging suspicious words or phrases, and offering suggestions for rephrasing
- Helping reps maintain compliance with every interaction
A Seamless Implementation
Upsher-Smith implemented Approved Notes with a comprehensive keyword list within weeks. “The speed and the ease of implementation were very appreciated,” said Darran White, manager of sales operations for Upsher-Smith. “The implementation team provided very quick, top-of-the-line service, which is what we’ve come to expect from Veeva.”
Veeva CRM Approved Notes gives Upsher-Smith’s sales reps an easy-to-use solution for entering and monitoring free-text notes. Approved Notes ensures compliance with their sales reps’ call notes and allows them to build deeper relationships with their customers.
