Sections

Analytics

This section provides solution articles for Veeva CRM Analytics issues. The Fixed Reports Analytics Tab contains the various Report Pages. Visibility and access to the Report Pages can be controlled by standard Salesforce.com configuration. At the top of the Analytics Tab is a Report picklist that defines which Fixed Reports Pages the user has access to.

See all 30 articles

Approved Email

This section provides solution articles for Veeva CRM Approved Email issues. The Approved Email Administration Tab manages the Vault integration with CRM. The integration enables Vault documents (Email Templates and Email Fragments) to sync from Vault to CRM, where they are available for end users to select when sending email.

See all 156 articles

Call Sampling

This section provides solution articles for Veeva CRM Call Sampling. The Veeva CRM Call Report Sampling validation is performed with the following requirements: When submitting a Call Report with Samples, either the Sample Card # field or the Signature Date field must be populated if hand-disbursed Samples have been selected for the Call.

See all 34 articles

CLM

This section provides solution articles for Veeva CRM CLM issues. Veeva's closed loop marketing module (CLM) puts rich media into your sales team’s hands so they can engage with physicians and key opinion leaders using the most compelling visuals available. CLM allows marketing materials to be displayed from the same application that sales reps are already familiar with to record calls. This marketing material showcases the important information that sales reps want to convey to their targets. As such, integration with the accounts and schedule of the sales rep is seamless.

See all 134 articles

Coaching Report

This section provides solution articles for Veeva CRM Coaching Report issues. The Coaching Report object enables a customer to create targeted forms for coaching and mentoring between Managers and Sales Representatives. Completion of a Coaching Report form can be addressed after the ride-along is complete to provide an evaluation and constructive feedback.

See all 12 articles

CoBrowse

This section provides solution articles for Veeva CoBrowse Issues. CoBrowse and Engage for Portals are platforms designed to provide the ability to share marketing and product material via a website interface. Users view presentations in the Engage Media Player, which is embedded in any website, with access via a link to a Health Care Provider (HCP).

See all 11 articles

Concur Integration

This section provides solution articles for Veeva CRM Concur Integration issues. To aid in streamlining the expense reporting process, Veeva CRM is integrated with Concur Management Systems, enabling users to capture Call and Medical Event related expense and attendee information on a Veeva Call Report or Medical Events, and automatically post the expense information to Concur expense reports.

See all 16 articles

Consent Capture

This section provides solution articles for Veeva CRM Consent Capture issues. Consent Capture is a user-directed solution for capturing required HCP consent to receive communication through various channels. Consent can be captured for Approved Email and CLM Veeva channels, and for custom channels, for example, SMS, mail, portal, and marketing programs.

See all 31 articles

CRM Release Notes

This section provides a list of Veeva CRM Product Release notes that highlight new product release information.

Cycle Plans

This section provides solution articles for Veeva CRM Cycle Plan issues. Cycle Plans (sometimes called Plans of Action) are lists of Accounts on the call activity plan for a sales rep to properly promote his company’s products and messages. Cycle Plans created by Sales Operations and Management can be loaded into Veeva CRM where sales representatives can review their plan and track their progress as they perform calls throughout the period. Additionally, the Cycle Plan functionality allows customers and their sales representatives to plan and track Product Details against specific targeted Accounts.

See all 20 articles

Engage

This section provides solution articles for Veeva CRM Engage issues. Veeva Engage Meeting is an application enabling users to schedule and execute Calls with HCPs via video conference and online content sharing. This application helps users be more efficient by executing remote meetings in between face-to-face meetings and, when users have large territories, to interact more often with HCPs who might be more difficult to reach. Users can also engage with doctors who practice in no-see hospitals without physically entering the hospital.

See all 28 articles

Events Management

This section provides solution articles for Veeva CRM Events Management issues. Events can be created both on iPad (with an internet connection) and through a web browser. To configure users to create events in Veeva Events Management, see: Quick Start Guide Event Types Defining Page Layouts On iPad, events are created by selecting the + button on the Events tab.

See all 57 articles

HTML Reports

This section provides solution articles for Veeva CRM HTML Report issues. Users can create and display custom HTML pages to display content from CRM databases. MyInsights reports allows customers to create their own reports using the Veeva JavaScript library and HTML delivered directly to users in the field using Veeva CRM.

See all 14 articles

Installation

This section provides solution articles for Veeva CRM Installation issues. The Installation Process Enterprise Installation for Windows 8 and 10 What Gets Installed There are two main components that install locally: VeevaWinInstaller – (Required) This is a ClickOnce application and installs in the application cache. Installation of CRM for iPad is a simple process done from the Veeva online home page or through an enterprise app store managed by a mobile device management (MDM) system. Veeva recommends iPads have broadband Internet access during the installation process.

See all 29 articles

Medical App

This section provides solution articles for Veeva CRM Medical Application issues. Medical teams have unique needs for managing customer relationships. Veeva Medical CRM has been designed specifically for field medical users (Medical Science Liaisons, or MSLs) to get the most out of managing relationships with their key stakeholders.

See all 12 articles

Medical Events

This section provides solution articles for Veeva CRM Medical Events issues. Users have the ability to create and edit events, manage attendees, and record calls from a medical event. The medical events list is accessible from the top level menu. Each event displays the event name, start date, end date, and event description.

See all 13 articles

Medical Inquiries

This section provides solution articles for Veeva CRM Medical Inquiries issues. The Medical Inquiries feature tracks inquiries submitted by users on behalf of HCPs. The Medical Inquiries module allows users to record inquiries, capture signatures, and audit signatures. Inquiries can be captured against Person Accounts on the Account page or when recording a Call.

See all 22 articles

My Schedule

This section provides solution articles for Veeva CRM My Schedule issues. The My Schedule module displays all the user's activities in agenda, weekly, and monthly views. Users can create and modify activities in My Schedule as well as apply Call Cycles, map daily calls, and view office best times.

See all 40 articles

Network Integration

This section provides solution articles for Veeva CRM Network Integration issues. Veeva Network is a complete, cloud-based customer master solution that combines healthcare professional, healthcare organization, affiliations and reference data, software and stewardship services in a single solution that’s seamlessly integrated with Veeva CRM. This provides accurate, complete, and always up-to-date customer data within Veeva CRM.

See all 31 articles

Order Management

This section provides solution articles for Veeva CRM Order Management issues. Order Management is the process of taking, organizing, and tracking purchase requests for products or services. The Veeva CRM Order Management module allows pharmaceutical sales reps to order single or multiple products for pharmacies and other institutions.

See all 42 articles

Surveys

This section provides solution articles for Veeva CRM Survey issues. Surveys are groups of questions that users answer about their accounts. Surveys are created to help users better understand their accounts by building a profile of the account, and are also used to gather information for market research to help brand messaging and to allocate sales resources.

See all 58 articles

Sync

This section provides solution articles for Veeva CRM Sync issues. Veeva CRM mobile users initiate a sync process to send all their data to the online application and receive all data and configuration changes. The Veeva CRM mobile platforms support both incremental syncs and full database refreshes.

See all 90 articles

Veeva Now - iPhone

This section provides solution articles for Veeva CRM and Veeva Now - iPhone issues. Veeva Now is a complimentary application to the Veeva CRM online application. It is designed to enable users to view and receive push notifications of company alerts, and the latest relevant information about their Accounts.

Account Management

See all 111 articles

Address

See all 16 articles

Analytics

See all 30 articles

Approved Email

See all 156 articles

Call Reporting

See all 159 articles

Call Sampling

See all 34 articles

CLM

See all 134 articles

Coaching Report

See all 12 articles

CoBrowse

See all 11 articles

Concur Integration

See all 16 articles

Consent Capture

See all 31 articles

CRM Product Presentations

CRM Release Notes

CRM Webinars

See all 62 articles

Cycle Plans

See all 20 articles

Engage

See all 28 articles

Events Management

See all 57 articles

General

See all 78 articles

HTML Reports

See all 14 articles

Installation

See all 29 articles

Inventory Management

See all 8 articles

Medical App

See all 12 articles

Medical Events

See all 13 articles

Medical Inquiries

See all 22 articles

Multichannel Cycle Plan (MCCP)

See all 27 articles

My Accounts

See all 47 articles

My Schedule

See all 40 articles

Network Integration

See all 31 articles

Order Management

See all 42 articles

Reference Documents

Sample Management

See all 31 articles

SFDC

See all 189 articles

Surveys

See all 58 articles

Sync

See all 90 articles

Territory Management

See all 22 articles

Third Party Software

Validation Rules

See all 13 articles

Veeva Now - iPhone