portatour® route planner for Veeva CRM – demo video

This video provides an in-depth exploration of portatour®, an artificial intelligence route planning system designed to integrate seamlessly with Veeva CRM for pharmaceutical field representatives. The primary purpose of the video is to demonstrate how this solution helps reps achieve their cycle plan goals, optimize their schedules, minimize driving time, and ultimately increase customer visits. It highlights the inefficiencies of manual planning and positions portatour as a user-friendly, automated solution that leverages AI to enhance commercial operations within the life sciences sector.

The video begins by outlining the common challenges faced by field reps, such as Robert Rep, who struggle to manually plan visits to Healthcare Professionals (HCPs) while adhering to cycle plan goals, prioritizing accounts, and minimizing driving distances. It illustrates how traditional planning methods are time-consuming and often result in missed targets despite significant effort. Portatour addresses this by reading critical data directly from Veeva CRM, including customer addresses, cycle plan targets, achieved calls, last call dates, remaining calls, saved appointments, and office best times. An artificial intelligence algorithm then analyzes this information to select optimal customers for each day, considering geographical proximity and historical traffic data, to generate highly efficient routes.

The core output of portatour is the "magic calendar," where these optimized call suggestions are automatically written back into the Veeva CRM calendar. This feature intelligently distributes remaining calls throughout the cycle plan, taking into account existing appointments and filling any gaps, ensuring reps have a complete and optimized schedule. The solution maintains a user-friendly experience by allowing reps to continue working within their familiar Veeva CRM mobile environment. Furthermore, the video introduces "portatour anywhere," a web-based interface that provides reps with a visual map of their territory, color-coding customers based on visit urgency (green for recently visited, yellow for due, red for overdue), allowing for quick strategic oversight and route adjustments.

The video concludes by detailing the simple deployment process for portatour within an existing Veeva CRM environment. This involves an initial analysis of the Veeva installation, followed by installation as a managed solution and collaborative configuration based on the client's business strategy. A pilot project with a limited number of reps is recommended for initial rollout. The pricing model is presented as Software-as-a-Service (SaaS), with ongoing costs per user per month and one-time costs for the base license and rollout project. The video emphasizes a clear return on investment, stating that portatour pays off by optimizing mileage by more than two percent or achieving two additional calls per month, with expected performance increases of up to 25%.

Key Takeaways:

• AI-Powered Route Optimization: Portatour is an artificial intelligence system specifically designed to automate and optimize route planning for pharmaceutical field reps using Veeva CRM, significantly reducing manual planning effort.
• Seamless Veeva CRM Integration: The system directly reads essential data from Veeva CRM, such as customer addresses, cycle plan targets, call history, and existing appointments, and writes optimized schedules back into the Veeva CRM calendar, ensuring a cohesive workflow.
• Enhanced Cycle Plan Achievement: By automatically prioritizing and scheduling calls based on cycle plan goals and customer urgency, portatour helps reps consistently meet their targets and visit more customers.
• Minimized Driving Time and Increased Efficiency: The AI algorithm considers geographical proximity and historical traffic data to create the most efficient routes, minimizing driving time and enabling reps to conduct more calls per day.
• "Magic Calendar" for Automated Schedules: Reps receive a pre-populated, optimized weekly schedule directly within their Veeva CRM calendar, which intelligently distributes remaining calls and fills gaps, simplifying their daily planning.
• User-Friendly Experience: Field reps continue to operate within their familiar Veeva CRM mobile interface, making the portatour connector a non-disruptive and intuitive solution.
• Visual Territory Management: The "portatour anywhere" web application provides a visual map of the rep's territory, color-coding customers by visit urgency (green, yellow, red), allowing for quick strategic overview and identification of high-priority visits.
• Strategic Deployment Process: Rolling out portatour involves an initial analysis of the existing Veeva CRM installation, installation as a managed solution, collaborative configuration, and a recommended pilot project for smooth adoption.
• Clear Return on Investment (ROI): The solution is presented with tangible ROI metrics, indicating it pays off by optimizing mileage by over two percent or enabling two additional calls per rep per month, with potential performance increases of up to 25%.
• SaaS Pricing Model: Portatour is offered as a Software-as-a-Service, including all updates and support, with ongoing per-user monthly costs and one-time costs for the base license and the initial rollout project.
• Free Admin/Supervisor Accounts: A notable benefit is that administrative and supervisor accounts are free, reducing overall licensing costs for the organization.
• Focus on Pharma Field Reps: The solution is specifically tailored for the unique needs of pharmaceutical field representatives, addressing challenges related to HCP visits and cycle plan management in a regulated environment.

Tools/Resources Mentioned:

• Veeva CRM
• portatour® (AI route planning system)
• portatour® anywhere (web-based map interface)

Key Concepts:

• Cycle Plan: A strategic plan in Veeva CRM defining how often specific Healthcare Professionals (HCPs) need to be visited based on priority and potential.
• AI Algorithm: The core intelligence of portatour that analyzes various data points to optimize call schedules and routes.
• Geographic Optimization: The process of planning routes to minimize driving distances and time between customer visits.
• Managed Solution: A deployable package in Veeva CRM that allows for easy installation and management of the portatour connector.
• SaaS (Software as a Service): A software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted.