harnessing the clm viewer… it’s not ... - veeva systems...®2014 veeva systems –company...

Harnessing the CLM Viewer… It’s Not Just for eDetailing!Cindy Chiang, Colin McRavey, Sara Eisman

®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


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

Veeva CLM

Colin McRavey


What is Veeva CLM?

CLOSEDLOOP

MARKETING

Territory Management

ContentCreation

Content Alignment & Distribution

InteractiveDetail

Call CompletionAnalytics

(Utilization, Feedback, Insight)


Supported Content

PDFVideo

Image HTML


CLM Capabilities

Navigation

Required slides

Hidden presentations

Reaction buttons

Highlighter pen

User-defined presentations

Training content with watermarks

Reporting


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


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


Launch Facetime

Videos

Call Clickstream

Cindy Chiang


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


Demonstration

Signature Capture

Cindy Chiang


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


Demonstration

Surveys in CLM

Cindy Chiang


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


Demonstration

Approved Email

Cindy Chiang


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


Demonstration

Working with theAgency Program


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.


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


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


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:

[email protected]

Emily Zhao- ChinaNoriko Iki- Japan


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

Wrap-Up

Colin McRavey


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


Launch Facetime

Videos

Questions

Thank You

harnessing the clm viewer… it’s not ... - veeva systems...®2014 veeva systems –company...

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