Promotional Material

Use compliant sample requests as the basis for long-term product recommendations.

The Promotional Material module provides a comprehensive solution for managing and distributing samples and materials, including physical and virtual inventories. Sample requests can be recorded directly in the system with an electronic signature and made available as auditable documents. Inventory management allows batch numbers to be assigned and used, and supports definable reasons for inventory changes, such as receipt or destruction.
Sample inventories can be adjusted centrally and distributed to users through the organizational hierarchy.
An integrated set of rules ensures compliance with regulatory requirements, e.g. by ensuring that the maximum number of samples per year is not exceeded. The module documents the sample delivery history for each customer and offers the option of connecting external service providers for sample delivery.
Activity templates can be used to add custom samples and materials to the activity.

Functional Scope

  • Sample request with and without signature

  • Assignment of batch number and expiry date

  • Physical and virtual stocks

  • Inventory management

  • Definable reasons for stock adaptions (e.g. goods receipt, destruction)

  • Central distribution of samples

  • Sample requests via various channels

  • Electronic signature for sample requests

  • Sample request as a document for audits

  • Rules for compliance with legal regulations (e.g. maximum quantity per year)

  • Sample submission history per customer and year

  • Connection of external service providers for sample dispatch

  • Applicable activity templates for the documentation of multiple materials

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Packages

Base

Persons & Organizations

Calendar

Administration

Territory Management

Task

Attributes

Activities

Professional

Reports

Offline

Selections

Time on Territory

Expenses

Multichannel

Frequency planning

Personal Interaction

Personalized Email

Promotional Material

eDetailing

Phone Interaction

Premium

Order Entry

Events

Coaching

Medical Requests

Video Interaction

Campaigns