StayinFront Briefcase is an easy-to-use and cost-effective content management solution that seamlessly integrates with StayinFront TouchRx CRM. The platform enables life sciences field representatives to view, select, and send approved materials from pre-approved messages during detail calls with healthcare professionals (HCPs). Briefcase facilitates responsive follow-up after detail presentations by allowing reps to share product information, up-to-date documentation, and collateral materials. The solution includes pre-approved email templates that can be easily personalized and sent by field teams, ensuring compliance while maintaining effective communication. Managers benefit from comprehensive analytics that provide key metrics, usage tracking, and KPI reporting, offering visibility into what emails have been sent, recipients, and delivery success rates.

Key Features

Approved Content Distribution Enables compliant sharing of marketing materials and documentation.

• View and select from pre-approved materials during calls
• Share product information and up-to-date documentation
• Send collateral materials as follow-up to HCP interactions

Pre-Approved Email Templates Streamlines personalized communication with compliance oversight.

• Easy personalization of manager-approved message templates
• Ensures consistent, compliant messaging across field teams
• Responsive follow-up capabilities after detail presentations

Analytics and Tracking Provides comprehensive visibility into communication performance.

• Track key metrics and usage patterns
• Monitor KPIs for message effectiveness
• View delivery status and recipient engagement data

CRM Integration Seamlessly works within existing TouchRx CRM workflow.

• Integrated with StayinFront TouchRx platform
• Maintains unified customer interaction history
• Supports coordinated field activity management

Benefits

Enhanced HCP Engagement Improves follow-up communication quality and timeliness.

• Enables immediate, relevant follow-up during or after calls
• Provides HCPs with requested information efficiently
• Strengthens professional relationships through responsive service

Compliance Assurance Ensures all communications meet regulatory requirements.

• Manager-approved content and templates only
• Controlled narrative and messaging consistency
• Reduces risk of non-compliant communications

Management Visibility Delivers actionable insights for performance optimization.

• Real-time tracking of communication activities
• Performance metrics for individual reps and teams
• Data-driven decision making for content effectiveness

Operational Efficiency Streamlines content management and distribution processes.

• Cost-effective solution for content management
• Easy-to-use interface requiring minimal training
• Integrated workflow reduces administrative burden