DataCycle / Field force cycles

Plan field force call cycles and monitor HCP coverage

DataCycle plans field force call cycles, HCP coverage, call frequency and brand mix, then produces a detailing plan for field teams.

Field planning

HCP coverage, call frequency, brand mix, FTE allocation and the field team plan in one system.

What's under control

Cycle plan

Target HCP lists, territories, call frequency and team workload.

Brand mix and FTE

Brands detailed during each call, their share of attention, rotation of brand combinations and FTE allocation.

Plan versus actual

CRM actuals, variances by brand, team and field line, and adjustments for the next cycle.

Coverage HCPs by country, region and team
FTE resource distribution by brands and teams
Detailing plan ready-to-use plan for field and first-line managers
Management Review

What the team gets instead of disparate plans and Excel reports

The team in one system sees the coverage of doctors, frequency of visits, brand bundles, FTE distribution and the final detailing plan for the cycle.

Coverage

Clear view of HCP coverage

See the number of target HCPs assigned across the country, regions and teams.

Frequency

Call frequency

Set the number of calls per cycle for each HCP segment and individual target HCP.

Bundles

Brand mix and FTE in one plan

Set the brand mix for each call, each brand's share, the rotation of combinations and team workload.

Plan

A ready-to-use detailing plan

Produce a field plan with target HCPs, call frequency and brand combinations for field and first-line managers.

Operating principle

Turn cycle parameters into a field team plan

DataCycle collects visit activity rules into one model so that the team receives a ready-made detailing plan, and after loading the CRM fact, immediately sees deviations and points for adjustment.

01

Define target HCPs and coverage

We fix key specialists, territories, teams and target coverage for the cycle.

02

Set call frequency and brand mix

We indicate how often the team should work with each doctor, for which brands and in what combinations.

03

Allocate field resources

We calculate the load, the distribution of FTE by brands and teams and check the plan by region and country.

04

Compare planned and actual calls

After CRM actuals are loaded, the system highlights gaps and material variances by brand, team and field line.

What's inside

What's included in DataCycle

Call cycle plan

  • Structure of countries, regions, teams and brands
  • Target HCP list and coverage
  • Call frequency per cycle
  • Key people and coverage priorities

Brand mix and field capacity

  • Brands detailed on each call and their share of attention
  • Rotation of brand combinations between calls
  • Visit-specific brand combinations
  • FTE breakdown by brands and teams

Detailing plan and execution tracking

  • Ready-made work plan for promotion teams
  • Cycle plan by target HCP, call frequency and brand combination
  • Load CRM actuals and compare planned versus completed calls
  • Gaps and critical points by brands, teams and lines
For whom

Who works with DataCycle regularly

SFE / Commercial Excellence

Plan HCP coverage, call frequency, brand mix and FTE allocation by country, region and team.

Sales Department

Receives a ready-made detailing plan for teams and managers and uses it to set tasks and monitor execution.

Marketing Department

See how field force FTE is allocated to each brand and account for promotion costs in brand P&L.

Analytics Department

Receives a structured cycle plan and CRM fact for reporting, reconciling plan and fact, and preparing management conclusions.

Launch

How to connect DataCycle

We define target HCPs, coverage rules, call frequency and brand combinations, then prepare the first detailing plan and connect CRM actuals for comparison.

1

Structuring the cycle

We determine countries, regions, teams, key specialists, brands and the logic of the plan that needs to be seen in the system.

2

Setting up work rules

We fix the coverage of doctors, the frequency of visits, brand combinations, shares and the logic of rotation in a cycle.

3

Allocate resources and define KPIs

We calculate the distribution of FTE, workload by brands and teams and record the indicators that will be the focus of managers.

4

Issue the plan and load CRM actuals

The team receives a detailing plan for line and regional managers, and after work starts, the system shows deviations in execution.

Contact

Request a DataCycle review

See how DataCycle plans HCP coverage, manages brand mix and FTE, creates a detailing plan and highlights gaps against CRM actuals.

Overview Materials Challenge discussion

Your request will be sent to the OMNI Digital team.