Striving for remote sales excellence? Take our remote engagement health check Click here
Striving for remote sales excellence? Take our remote engagement health check Click here

What is Veeva CRM Engage?

What is Veeva CRM Engage Meeting?

Veeva CRM Engage is a video conferencing solution embedded in Veeva CRM that enables sales reps to facilitate virtual meetings with HCPs. It offers a simple and compliant means of delivering approved CLM content from anywhere in the world.

CLM webinar
remote presentation

How is Veeva Engage used by the pharmaceutical industry?

Field teams use Veeva CRM Engage Meeting to present the same content to HCPs as they would via a digital sales aid in a face-to-face meeting. This is particularly useful in the current climate, with many reps and HCPs continuing to work from home.

Because Veeva CRM Engage Meeting sits within Veeva CRM, it ensures all content delivered to HCPs is compliant. This is not possible with third-party video conferencing solutions such as Skype, Zoom or Microsoft Teams.

Who benefits from effective use of Veeva CRM Engage?

When used effectively, Veeva CRM Engage can be beneficial for sales reps and HCPs alike, with efficiency one of the main advantages. HCPs can join a meeting from any device at a time that suits them – eliminating travel time or additional software installations – while field teams have the ability to accommodate more meetings in a single day.

Other key features of Veeva CRM Engage include:

  • Activity tracking – with approved Veeva CLM content being presented, actions can be tracked and recorded in the CRM – allowing for a greater level of customer analysis.
  • Content effectiveness & HCP sentiment monitoring – when set up in line with best practice, multichannel data and insights around every interaction are gathered and updated in Veeva CRM in real-time.
  • Strict regulatory compliance – only approved, compliant content can be shared, so the risk of inaccurate materials being displayed is nullified. Invitations can also be delivered via Veeva CRM Approved Email.
  • Remote ordering capability – sales reps can share the order capture screen directly with HCPs while negotiating quantities and discounts on all products in their portfolio.

What is Veeva Approved Email?

What is Veeva Approved Email?

Improve, scale and track email comms to HCPs with Veeva Approved Emails.

Find Out More

What is Veeva MyInsights?

What is Veeva MyInsights?

Discover the tool that enables dashboard development and richer field team data.

Find Out More

Our Veeva solutions

eDetailing and digital sales aids

eDetailing and digital sales aids

We can build anything from low-tech, fast and cost-effective sales aids, all the way through to high-tech, app-like experiences to access all the features of Veeva.

Find out more
Veeva Approved Email development

Veeva Approved Email development

From building Veeva Approved Email templates to reviewing their effectiveness, we help field teams unlock customer insights and potential sales opportunities.

Find out more
MyInsights dashboard development

MyInsights dashboard development

Harnessing the power of Veeva MyInsights, we build custom dashboards that give real-time visualisation of any data held within the Veeva system.

Find out more
Veeva knowledge workshops

Veeva knowledge workshops

Our dedicated workshops are designed to assist clients with any aspect of Veeva, whether it’s building a bespoke solution or optimising for greater sales returns.

Find out more
Content adaption for Veeva Engage

Content adaption for Veeva Engage

We’ll appraise your approach to remote customer engagement, applying our knowledge of Veeva’s video conferencing solution to maximise ‘good sell’ outcomes.

Find out more

Veeva certified multichannel content partners

We’re a Veeva certified agency and multichannel content partner with close to a decade of experience in building and implementing innovative Veeva CLM solutions.

15 +
Access to 15+ client Veeva Vaults