C.A.T.S. Console HO/DM View -Marketing Material

The Customer Analysis and Targeting System (C.A.T.S.) is a powerful, user-friendly Customer Relationship Management (CRM) software designed to help Sales Representatives efficiently manage their territories, interactions with Health Care Practitioners (HCPs), and daily workflows.

C.A.T.S. Console serves as an administrative and review suite, enabling users to access and analyze data entered by Sales Representatives via the C.A.T.S. Mobile application. This comprehensive tool simplifies customer management and provides a range of intuitive features that streamline processes and ensure seamless operation.

Marketing Material

The Marketing Material tool in the C.A.T.S. Console allows users to track and review the distribution of marketing materials by date, user, or product. This feature provides a streamlined way to analyze the effectiveness and reach of marketing resources.

Steps to Use the Marketing Material Tool

Filter the List:
- Enter the desired filter parameters to display relevant records.
- Filters include:
  - Date Range: Select a specific time frame (e.g., last month).
  - Users: View marketing material distribution for individual or multiple users.
  - Products: Review distribution by product.
Apply Filters:
- Click the Apply button to generate a list of marketing material distribution based on your selected parameters.
- Example: Display all marketing materials distributed last month for all users and products.

Analyzing Distribution Details

Once the list is filtered and displayed:

Review the details of distributed marketing materials, including dates, recipients, and specific products associated with the distribution.