Next Best Customers home page component setup
Key Takeaway
To control which record details each account card shows, build a card-view type relationship graph from the NBC Card template and select it as the Graph Name property of the Life Sciences Next Best Customers component.
Next Best Customer (NBC) ranks the accounts in a field rep's territory by how likely they are to respond, so reps know whom to engage next. The Life Sciences Next Best Customers component shows those prioritized accounts as cards on the Life Sciences Cloud for Customer Engagement home page. Setting up the component has three parts: build the card design, place the component with Lightning App Builder, and point the component at that card design.
What Next Best Customer shows reps
Next Best Customer scores rank accounts using user-configured data, such as engagement history and territory alignment, so reps can spend each interaction on the accounts most likely to respond.
On the home page, each account card shows the account's score, rationale explanations, and account insights.
Daniel, a field rep, opens the Life Sciences Cloud for Customer Engagement home page on Monday morning. The Next Best Customers component shows accounts from his territory as cards, ranked by how likely each account is to respond. He checks the score and the rationale explanations on the first card and decides to visit that account first.
The home page component isn't the only place reps see recommendations. Reps can also filter by Next Best Customer in the Account list view and on the Calendar tab.