CRM Connections
Medical – Vault CRM
Announced 2025 Status Early Customers 1-10
Connect upstream scientific communication to downstream engagement with compliant content sharing and seamless coordination between medical information and field teams.
- Inquiry Fulfillment: MedInquiry and Vault CRM – Enable CRM as an intake channel for medical inquiries or information requests
- Document Exchange: MedComms and Vault CRM – Transfer Closed Loop Marketing (CLM), Approved Email (AE), and other content
- Data Transfer: MedComms and Vault CRM – Transfer Product Data and CRM Metadata
PromoMats – Vault CRM
Announced 2025 Status Early Customers 1-10
Empower your field teams by ensuring they have automated access to the latest content in Vault CRM, including Closed Loop Marketing (CLM) and Approved Email (AE), along with necessary associated data.
- Document Exchange: PromoMats and Vault CRM – Transfer Closed Loop Marketing (CLM), Approved Email (AE), and other content
- Data Transfer: PromoMats and Vault CRM – Transfer Product Data and CRM Metadata
Clinical Operations – Vault CRM
Announced 2022 Status Early Customers 1-10
Improve the HCP experience by coordinating efficiently between clinical and medical teams. Enables transparency of clinical activities for medical, and medical interactions for clinical teams by automating data transfer data between Clinical Operations (CTMS) and Vault CRM.
- Study Data: CTMS and Vault CRM—Sync study data across applications. Activities and Interactions: CTMS and Vault CRM—Enable transparency of HCP interactions across clinical and medical teams.
- Activities and Interactions: CTMS and Vault CRM—Enable transparency of HCP interactions across clinical and medical teams.