Call Reporting

This section provides solution articles for Veeva CRM Call Reporting issues. The Call Reporting module allows users to capture every aspect of their interactions with HCPs. With dozens of configuration options, Call Reporting can be tailored to specific business needs by user profile. Users can record products detailed with priority order, product discussions, and Key Messages. Seamless integration with Veeva CLM provides quick access to presentations and ensures proper tracking of the content shown. Using the Samples and Promotional Items module, users can capture any samples, educational, or promotional items distributed to an Account. And one-touch signature capture provides a quick and easy way to collect signatures for samples or even for a simple call acknowledgment. The call reporting module can also be easily configured to use with other components of Veeva CRM such as Account Plans, Product Plans, Call Objectives, and Sample Limits. Additionally, Call Reports can be a launching point for other Account related activities such as Medical Inquiries, Orders, Inventory Monitoring, and sending Approved Emails. Quick and efficient call reporting is at the hub of a Veeva CRM implementation.