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Harnessing the CLM Viewer… It’s Not Just for eDetailing!Cindy Chiang, Colin McRavey, Sara Eisman
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®2014 Veeva Systems – Company Confidential veeva.com | 2
Introduce you to the Veeva CLM viewer
Give you an idea of the breadth of ways the CLM viewer can be used outside of eDetailing
Focus on a few applications where our customers have gotten a lot of value
Talk about the resources available to you to leverage the power of the CLM viewer
Session Goals
Cindy Chiang
Product Manager,
CLM
Sara Eisman
Sr. Program Manager,
Veeva Web
Colin McRavey
Practice Manager,
Commercial Services
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®2014 Veeva Systems – Company Confidential veeva.com | 3
Agenda
Introductions / Objectives
What is Veeva CLM?
Examples of advanced CLM usage
Call Clickstream
Signature Capture
Surveys
Approved Email
Core CRM Overlay
Working with the Agency Program
Wrap-up and questions
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Veeva CLM
Colin McRavey
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®2014 Veeva Systems – Company Confidential veeva.com | 5
What is Veeva CLM?
CLOSEDLOOP
MARKETING
Territory Management
ContentCreation
Content Alignment & Distribution
InteractiveDetail
Call CompletionAnalytics
(Utilization, Feedback, Insight)
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®2014 Veeva Systems – Company Confidential veeva.com | 7
Supported Content
PDFVideo
Image HTML
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®2014 Veeva Systems – Company Confidential veeva.com | 8
CLM Capabilities
Navigation
Required slides
Hidden presentations
Reaction buttons
Highlighter pen
User-defined presentations
Training content with watermarks
Reporting
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®2014 Veeva Systems – Company Confidential veeva.com | 9
Veeva CLM
75+ countries with Veeva CLM deployed
agencies enabled to support Veeva CLM200+
100+ customers with CLM
custom integrations0
touch platforms supported (iOS7 and Windows 8)2
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®2014 Veeva Systems – Company Confidential veeva.com | 10
What Can You Do With the CLM Viewer?
Responsive content for multiple devices
Signature capture from directly within content
3D Interactive animations
Horizontal slider bars
Drag and drop
Surveys
Order management
Segmentation
Dynamic display of content based on CRM information
Customizable navigation
Slide tethering/required slides
Accelerometer
GPS location based information
Pre-populated language based on country
Managed care data
Augmented reality
Granular tracking
Dosing/cost calculators
Build your own patient profiler
Capturing information to CRM database
Hidden presentations
Launch Facetime
Videos
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Call Clickstream
Cindy Chiang
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®2014 Veeva Systems – Company Confidential veeva.com | 12
Call Clickstream in CLM
OOTB object with many standard fields for tracking
Records are automatically matched back to the Call,
Presentation, Key Message, and Product
Allows for customers to add custom tracking for HTML content
Provides additional metrics for marketing teams to “close the
loop” and improve on the HTML content
While developing assets, customers should decide on key
metrics to be tracked
► Make sure it is useful
► Don’t track just because you can
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®2014 Veeva Systems – Company Confidential veeva.com | 13
Demonstration
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Signature Capture
Cindy Chiang
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®2014 Veeva Systems – Company Confidential veeva.com | 15
Signature Capture in CLM
Capture custom information and gather a signature from within
CLM
Content writes to a custom object; outside system integrates
with Veeva CRM to process the information
Eliminates need for reps to carry additional paper
Enables a multitude of use cases
► Reprint request
► Contact information update
► Event registration
Content creator agencies can create a nice UI for the HCP
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Demonstration
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Surveys in CLM
Cindy Chiang
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®2014 Veeva Systems – Company Confidential veeva.com | 18
Surveys in CLM
Surveys were introduced in v18
CLM introduced the JavaScript Library for CLM with specific
functions to support Surveys
Allows customers to display survey questions within CLM
content
► UI which matches the brand style
► Survey questions can be interspersed between detail content to be less
intrusive
► Build in complex survey logic
If answered A to Question 1, go to Question 3
► Dynamically display content based on past answers to a survey
question
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®2014 Veeva Systems – Company Confidential veeva.com | 19
Demonstration
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Approved Email
Cindy Chiang
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®2014 Veeva Systems – Company Confidential veeva.com | 21
Approved Email Integration with CLM
Entry point to Approved Email from CLM
Content agency can hard code Approved Email template and
fragments for when Approved Email is launched
Allows rep to send an email in less taps
Ensures the appropriate material is sent / matching branding
and styling to the CLM content
Also, can give HCPs the choice of what materials to receive
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Demonstration
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Working with theAgency Program
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®2014 Veeva Systems – Company Confidential veeva.com | 24
What is the Veeva Web for Content Providers Program?
We enable agencies to build content for Veeva’s products to make
our joint customers successful.
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®2014 Veeva Systems – Company Confidential veeva.com | 25
What Do We Provide?
Support
• Program Manager as primary point of contact• Technical Support Portal • Agency Content Portal • Community Portal
• Unlimited training (iRep, Approved Email, Engage)• CLM Roadmap• Personalized webinars based on agency needs
Training
Documentation
Software• CRM Configuration sandbox• Access an Agency Vault (if qualified need)
• Step-by-step guides • FAQs• Content creation best practices
Benefits
Agencies NOT participating in either model MUST sign an NDA
before gaining access to Veeva software through customers.
Model 1
$10K
Model 2
$5K
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®2014 Veeva Systems – Company Confidential veeva.com | 26
Who Do We Support?
Certified
Agencies
Agency
Partners
+200 # Partners+120 # NA Partners+50 # European Partners+20 # APAC Partners
Please visit our Partner Finder at
http://www.veeva.com/agencies
to review the most updated list of
content provider partners!
+5 # LATAM Partners
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®2014 Veeva Systems – Company Confidential veeva.com | 27
Who Are We?- We’ve grown…and are still hiring!
Sara Eisman- Global
Audrey Gent- Europe George- Knupffer- Europe
Ben Wallschlaeger-North America and LATAM
Aaron Neal- North America and APAC
General team email is:
Emily Zhao- ChinaNoriko Iki- Japan
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®2014 Veeva Systems – Company Confidential veeva.com | 28
Case Study- Klick and the Shopping Cart
Customer and partner agency Klick Health requested “Shopping Cart” functionality within iRep
Once Approved Email entered marketplace, Veeva collaborated with Klick to build out POC
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Wrap-Up
Colin McRavey
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®2014 Veeva Systems – Company Confidential veeva.com | 30
What Can You Do With the CLM Viewer?
Responsive content for multiple devices
Signature capture from directly within content
3D Interactive animations
Horizontal slider bars
Drag and drop
Surveys
Order management
Segmentation
Dynamic display of content based on CRM information
Customizable navigation
Slide tethering/required slides
Accelerometer
GPS location based information
Pre-populated language based on country
Managed care data
Augmented reality
Granular tracking
Dosing/cost calculators
Build your own patient profiler
Capturing information to CRM database
Hidden presentations
Launch Facetime
Videos
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Questions
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Thank You