CRM Basics

Vault CRM Basics serves as a purpose built engagement platform for Medical Science Liaisons (MSLs) to manage and document their professional engagements with healthcare providers.

With Vault CRM Basics, MSLs can search a curated list of Healthcare Providers from a system that has details constantly up to date, add them to their own database and extend it with details that are specific to their company.

Core Features

The following core functionality is available in Vault CRM Basics:

• Account Management: Find and store Health Care Providers and Organizations.
• Medical Interactions: Log interactions with Healthcare Providers, such as meetings, phone calls, and emails. These interactions are used to educate Healthcare Providers on emerging solutions and identify potential speakers or clinical researchers.
• Medical Insights: Record Medical Insights (observations or feedback learned from the field) which can be analyzed over time to inform leadership and medical strategy.
• Home Page and Calendar Views: Track metrics, monitor upcoming appointments, and review recent activities to prioritize outreach.