Home Screen Navigation on iPad

This part explains the primary usage of the UI and how to access the content. For accessing Home Screen, refer. Installation, Login, And Instance Selection on iOS All the features and functionalities shown on this page are explained in detail in the subsequent chapters and segments.

The UI can be different for various instances. This depends on the customer’s requirements and customization, but the simple principles are similar across all implementations.

Home Screen

Description of the Home Screen :

1. Search Bar - Users can easily search materials inside Pitcher using the name of the material or Keywords added by the Admin.

2. To Dos - Displays list of To Dos as added by the user for the calls.

3. Categories - Lists all categories (Life sciences, Pharma, etc.). Some instances might have different categories of content as well. It is possible to switch between categories, where each category contains different set of content.

4. Sync Status - shows the sync status between Pitcher impact and the CRM.

5. Start Meeting - If the instance is connected to a CRM, then using the Start button, the user can see their planned calls and initiate one. For more details, please refer to the CRM connection part.

6. Meeting Planner - For instances connected to a CRM, the user can access their calendar and plan future visits using the Planning button. For more details, please refer to the CRM connection part.

7. Create Slide Set - Allows the user to create a slide deck. Users can create tailor-made presentations for each client’s expectations, time frames and previous discussions.

8. Send documents - Allows the user to share the documents via email, pitcher drive. Users can easily send their presentations to their customers. For more details, please refer to Send Materials part.

9. Sub Navigation Menu - Shows the user the contents.

10. Help Tips - Displays the help tips for the impact app.

Other Options Menu

1. Favorite Files: Add favorite content to an easy search.

2. Sync Status: If the instance is connected to the CRM, it is possible to track pending items to sync or sync errors.

3. Chatter - It is the application offered by Salesforce where the user can collaborate with their team members. It is applicable only for the instances where Salesforce is offered as Integrated CRM. On tapping the application button a login console will open and user has to authenticate it using the CRM credentials and then chatter application will open.

Other Options menu is applicable only for select instances. The menus inside other options menu can could be placed directly on the home screen of the instances where other menu options is not enabled.

Sub Navigation

Some UI contains Sub Navigation in the Main Screen where each sub-navigation has the accessible files. To launch a file, click on the thumbnail. The details of each sub-category and functionality will be discussed below. Each Sub Navigation menu will display number of contents.

Presentations

This sub navigation consists of PowerPoint presentations. When the Presentations menu is tapped the user will see the following screens

Brochures

Displays the product brochures. The Brochures are generally PDF files.

To know more about PDF navigation visit this link.

Videos

Contains marketing and training videos.

Publications

Publications sub navigation menu consists of journals that have been published for client’s customer reference

These are also PDF generally.

Interactives

Interactives can contain different types of forms, documents. Here are some of the important interactives which user will find in the impact app :

1. My inflight Dashboard

2. Coaching Form

3. Consent Management

4. Inflight Sales Report

5. Postcall Form

6. Sample Management.

Search Content

To search for content, use the search bar to find materials based on content name or keyword added by the Pitcher Administrator.

Category Selection

Each instance can have multiple categories (products, areas, visit flows, etc.), and these categories can be chosen from the category selection popup window.

Create Slide Set

This menu allows the user to create slide sets including custom slide decks. The user can create simple presentation or create a presentation by embedding PDFs, videos, etc.

This part is covered in more details here.

Start Meeting Menu

This menu is for starting a call. It also lists the upcoming calls.

Starting different calls are covered in details in the coming chapters.

Meeting Planner

This menu is used for planning quick and detailed calls.

More details could be found in the subsequent pages

If the user is accessing the instance for the first time, tapping on either start meeting or meeting planner will open a CRM login pop window. This will appear only if the user is accessing the instance first time or using the app after a prolonged period of time when the CRM session expires.

Send Documents

As the title of the menu suggests, the user can send content via email or via other means.

To know more about sending contents visit the link