Next Best Customer in the Agentforce Life Sciences mobile app
Key Takeaway
Next Best Customer ranks the accounts in a rep's territory using scores on Territory Account Score records. In the Life Sciences Cloud mobile app, distance sorting covers only the top-scored accounts within the account score threshold, and only accounts that have geolocation data.
Next Best Customer scores and ranks the accounts in a field rep's territory, so the rep knows which accounts to engage next. Each score and its plain-language rationale are stored on a Territory Account Score record. The Life Sciences Cloud mobile app adds features that the web app does not have, such as category scores, rationale charts, and sorting by distance.
What Next Best Customer does
Next Best Customer ranks accounts by how likely they are to respond. The ranking uses data you configure, such as engagement history and territory alignment, so field reps can focus each interaction on the highest-priority accounts.
Reps see the ranked accounts in the Life Sciences Next Best Customers component on the Life Sciences Cloud for Customer Engagement home page. Reps can also filter by Next Best Customer in the Account list view and on the Calendar tab.
Setup has three parts: the data behind the scores, the component, and the mobile app settings. Configuring the component, actions, and scores requires the "Life Sciences Commercial Admin" permission set.