Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
MCCP FastTrack
Multichannel Cycle Planning for the Global Life Sciences industry
- Industries
- Healthcare & Life SciencesHigh TechProfessional Services
- Business Need
- Sales IntelligenceSales Methodologies
- Requires
- Health Cloud
- Compatible With
- Health Cloud
Implementing multichannel strategies can be complex and time consuming. This app significantly simplifies MCCP preparation and avoids the need for load files. The app is an extension of the Veeva CRM MCCP module and leverages existing custom fields.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Health Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Health Cloud
- Salesforce Editions
- ProfessionalEnterpriseDeveloper
App Details
- Version
- Trueson MCCP Package/Trueson MCCP Package 2.1.2
- Listed On
- 01/11/2019
- Latest Release
- 04/28/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 6Custom Tabs: 7Custom Apps: 2
- Lightning Components
- Global: 3App Builder: 0Community Builder: 0
- Languages
- EnglishFrenchPortugueseSpanish
Security
Additional Details
MCCP FastTrack helps Life Sciences companies better organise and manage their multichannel efforts and cycle plan preparations. Implementing a multichannel activity strategy can be complex, time consuming and error sensitive. MCCP FastTrack reduces implementation time and administrative burden, and eases multichannel activity management. MCCP FastTrack is an extension to the Veeva CRM Multichannel Cycle Planning module and leverages custom fields on Accounts and Product Metrics, and My Accounts Views. Some features include: ✔ Mass assign Targets and Channel/Product Goals by segment to multiple Cycle Plans all at once ✔ Set Goals across multiple Channels and Products on a single page ✔ Save Filter criteria and Goals as a Template for re-use ✔ Clone Cycles and Cycle Plans, with/without Targets and Goals, resetting the period, and renaming ✔ Skip from Clone Targets that are no longer flagged TSF My Target ✔ Review and edit Goals by Target and Channel, highlighting changes ✔ Automatic (re)calculation of Cycle Plan Interactions ✔ Localize settings, filters, columns and initial values by country, or by group of countries ✔ No preparation of load files
Need help?
Trueson BV
Amsterdam, The Netherlands
Additional support is available for configuration and implementation.