Top Multichannel Veeva CRM Features to Start Using Today
Life Sciences brands are redefining HCP communications in light of the COVID-19 pandemic. From February to May 2020, the number of Veeva CRM Approved Emails have increased by three times and field reps hosted 50 times more Veeva CRM Engage Meetings.1
With this rapid shift in customer engagement practices, delivering capabilities to support the needs of a dynamic industry is critical. “Our dedication to product excellence and rapid innovation helps Veeva customers quickly deploy new digital capabilities and channels” said Arno Sosna, general manager of Veeva CRM. “We’re continually reimagining Veeva CRM to give customers a flexible solution that accommodates the way they work.”
Here’s a recap of four Multichannel Veeva CRM innovations that will help you drive deeper engagement and better user experience.
1. Remote Signature Capture for Sampling in Veeva CRM Engage Meeting
What is it: Remote Signature Capture for Sampling enables field reps to capture and fulfill HCP sample requests while hosting an Engage Meeting in compliance with 21 CFR Part 11 and PDMA requirements. Reps can confirm license and address information, validate sample details, and save HCP signatures as part of the call record. HCP signatures can be captured online across a mobile device or desktop.
How this feature will help you: By capturing remote signatures compliantly, companies can deliver drug samples without the need for a face-to-face meeting. Reps can complete the same compliant process they would follow during an in-person meeting.
Use case: Watch this short demo to see how Remote Signature Capture for Sampling works.
2. Veeva CRM Approved Notes
What is it: Veeva CRM Approved Notes allows customers to monitor free-text fields, such as pre-call or post-call notes, for compliance purposes while enabling field reps to record detailed notes directly in Veeva CRM.
Approved Notes consist of the following processes:
- Creating Monitoring Rules and Phrases: Compliance users define fields and phrases for monitoring.
- Viewing Approved Notes Monitoring Results: Compliance users receive an email with results and metrics from the monitoring process.
- Reviewing Violations: Compliance users review the notes text with violations and provide feedback on whether the violation is correct or not.
The compliant note-taking functionality is included in Veeva CRM.
How this feature will help you: By detecting compliance risks such as off-label messaging and inappropriate words, reps can build stronger customer relationships and drive more informed, compliant interactions.
Use case: For example, the compliance user configures Approved Notes to monitor the use of the phrase “save money”. The field rep types post-call notes about a meeting with his/her HCP. The notes contain the phrase “save money”. After the Approved Notes process runs, the compliance user is alerted of the violation, reviews the note, and determines if steps are needed to address the compliance issue.
To learn more, watch the on-demand session “Unlocking Compliance to Enable the Business” from Veeva Commercial & Medical Summit Online.
3. Salesforce Lightning Business Apps for Veeva CRM
What is it: Veeva CRM Lightning Business Apps give users a personalized experience with functionality based on different roles and tasks. Veeva CRM provides four Lightning Business Apps to use and customize based on business requirements. Each app is included with the Veeva CRM license and contains default configuration for Tabs, Views, and Page Layouts:
- Brand Operations App: Provides insights into the brand, content utilization, and performance across channels
- Key Account Manager App: Focuses on Account planning and execution processes needed to manage key accounts across teams
- Pharmacy Sales App: Streamlines tracking, management, and execution of daily administrative tasks around the sales order process
- Primary Care Sales App: Supports the planning, execution, and analysis of the call and sampling processes
How this feature will help you: By providing tailored capabilities for different business users, the Lightning Business Apps improve usability and productivity. Here are three main business benefits:
- Streamlined navigation: boost productivity with a workspace built to accommodate the way you work.
- Role-based data visualization capabilities: focus on business insights that matter to your role to complete your tasks.
- Enhanced flexibility for faster execution: save time with the ability to toggle between apps with ease.
Use cases: 2-minute Lightning Business App demos
Brand Operations
Key Account Management
Pharmacy Sales
Primary Care
4. Veeva CRM Dynamic Attributes
What is it: Veeva CRM Dynamic Attributes enable business end users to quickly add new data fields in Veeva CRM and capture additional information about healthcare professionals and their organizations without IT support. The attributes display in a dedicated section on the account page layout, differentiating them from standard account fields.
How this feature will help you: This new feature empowers business users by eliminating the need to burden the IT team for support. Capturing account information, such as detailed targeting and customer segmentation, is easy and enhances go-to-market planning. Some use cases for which Dynamic Attributes will be useful:
- Feedback from a marketing campaign
- Quick survey/profiling question
- Metrics to be gathered as part of a new launch
Use case: For example, the marketing team is preparing a product launch and needs to capture how many patients fit the product profile. The brand manager sends a request to his/her administrator who creates a Dynamic Attribute called “Number of Patients”. When the field sales rep is in contact with his/her HCP, he/she uses the new attribute to record the information.
Want to have a deeper look at these new features and see more use cases? Watch more on-demand sessions from Veeva Commercial & Medical Summit Online.