Veeva Vault CRM Engage Datasheet

Schedule. Meet. Connect.

Veeva Vault CRM Engage changes the way HCPs interact with the life sciences industry by providing a global platform to schedule touchpoints, conduct meetings, and create lasting connections. Now your field and medical teams can stay connected and compliant with HCPs before, during, and between meetings.

HCPs can request and receive product information, chat with field teams, and join remote meetings from a single, easy-to-use app. Engage is fully integrated with Veeva Vault CRM, so the home office gets a complete view of a customer’s engagement history across all Engage channels.

Business Benefits

• 
  Be There at the Point of Care

  Provide one access point for all HCP needs, including contact information, content, samples, and instant messaging.

• 
  Improve Field Agility

  Help your field teams adapt to HCP engagement preferences with a diverse set of tools across channels.

• 
  Automate cleaning to speed time to data lock.

  CDB automatically identifies discrepancies, creates queries, and closes queries when issues are resolved. Automatic change detection ensures only new or updated data is reviewed, removing the effort of re-reviewing already cleaned data.

• 
  Make Compliance Easy

  Stay compliant and audit-ready using traceable content links, trackable chat messaging, and text monitoring options that maintain visibility without sacrificing efficiency.

More Frequent and Impactful Customer Touchpoints with Engage

Features

• 
  HCP-Centric Scheduling

  • Check HCP availability preferences and request meetings from the Engage app.

  • Allow HCPs to select channel preferences, add office policies, and block availability.

  • HCP preferences for times and channels are instantly reflected in the rep’s scheduling interface.

• 
  Remote Meetings

  • Extend your reach with a compliant, and easy- to-use experience for remote interactions.

  • Send invites and meet with a few clicks.

  • Use compliant CLM content with automated content tracking and recording.

• 
  Compliant Chat

  • Improve HCP relationships and responsiveness with compliant chat.

  • Strengthen connections with chat messaging — no app download required for HCPs.

  • Respond to inbound customer requests quickly.

• 
  Share Content and Patient Resources

  • Make it easy for HCPs to get what they need, whenever they need it.

  • Send pre-approved content over any text channel using trackable links.

  • Field HCP requests for samples and meetings.

• 
  Signature Capture

  • Collect HCP signatures from anywhere, at any time—no in-person call needed.

  • Capture signatures during remote meetings with an intuitive user interface.

  • Send a prompt for remote signature capture at any time using compliant, HCP-specific links.

Take a look at these five clickable demos to see how easy it is for field team to fulfill common HCP service requests.