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What’s New in Multichannel Veeva CRM?

Discover how the latest Multichannel Veeva CRM features and innovations can help you better leverage digital engagement capabilities and maximize reach.

Want to see the highlights from May – August 2021 releases? Read this blog.

Additional resources:

  • Learn more about Multichannel Veeva CRM’s continuous release cycle in this video
  • Get a deeper dive and view the full release notes on Veeva CRM Online Help

21R2.1
Sandbox release date: 26 August 2021
Production release date: 2 September 2021

Watch the 21R2.1 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Sharing iPad screen for iPad meeting hosts (App Store only): Hosts can share a variety of content in addition to CLM presentations in an Engage Meeting, delivering greater interactivity
  • Account Plan Deep Cloning: Allows Key Account Managers (KAMs) to clone account plans for reuse
  • Approved Email Content Sorted by Newest: When composing an Approved Email, users can now sort by and view documents that were most recently made available to them
21R2.1 Deep Dive Slides

21R2
Sandbox release date: 29 July 2021
Production release date: 12 August 2021

Watch the 21R2 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Veeva CRM Desktop App: Users can launch the online CLM media library via the Veeva CRM Desktop app (also known as CRM Engage app) directly from the call report outside of an Engage Meeting
  • Multi-product Support for CLM and Approved Email: Content creators can avoid duplicating CLM and Approved Email content in Vault by assigning multiple products to presentations, slides, and email templates
  • Stakeholder Navigator: A read-only visualization of the general structure and relationship between accounts in the user’s territory to help users understand the makeup of an account
  • New Lightning Business Apps: Medical Science Liaisons and Event Coordinators can boost productivity with new Business Apps
21R2 Deep Dive Slides

21R1.3
Sandbox release date: 24 June 2021
Production release date: 1 July 2021

Watch the 21R1.3 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Supporting CLM Video Slides with WebView2: Video slides are now supported when the Online CRM Engage app is configured to use Microsoft Edge WebView2 as its rendering engine
  • Requiring Medical Discussions on the Call Report: Users can be directed to capture at least one Medical Discussion to submit a call report to reduce potential compliance risks
  • Using the View Record Navigation Action in MyInsights Studio: Simplify navigation in CRM MyInsights views created in MyInsights Studio by using embedded links that take users directly to records they need to see
21R1.3 Deep Dive Slides

21R1.2
Sandbox release date: 27 May 2021
Production release date: 3 June 2021

Watch the 21R1.2 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Events Management:
    • Adding Local Time and Time Zone to an Event: streamline event administration by displaying event times in the viewing user’s time zone
    • Using Notes in Lightning Experience: upgraded functionality for note capture that improves event planning collaboration for Lightning users
  • Engage Meeting and Virtual Events hosts can now leverage virtual background when conducting a remote meeting
  • New data elements in MyInsights Studio, like querying Veeva messages and manipulating data lists
21R1.2 Deep Dive Slides

21R1.1
Sandbox release date: 29 April 2021
Production release date: 6 May 2021

Watch the 21R1.1 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Improved Approved Notes for Call Discussions: Increase efficiency with a simplified process for Call Discussion text detection in Approved Notes
  • Mapping National Identifiers in Veeva CRM and Network: expedite reference data management via the ability to map country-specific identifiers to each region in Veeva CRM
21R1.1 Deep Dive Slides

21R1
Sandbox release date: 25 March 2021
Production release date: 8 April 2021

Watch the 21R1 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • MyInsights Studio: Allows users within the company to create their own interactive visualizations and custom pages without the need to write code, making content creation more accessible and adaptable
  • Engage Meeting: Invite additional Veeva CRM users to Engage Meetings, enabling coaching visits and virtual ride-alongs
  • Joining a Virtual Event via Zoom: Hosts of a virtual event can now offer attendees the option of joining an event via their Zoom application, maintaining the compliant hosting capabilities of a virtual event
21R1 Deep Dive Slides

20R3.3
Sandbox release date: 4 March 2021
Production release date: 11 March 2021

Watch the 20R3.3 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Country Dimension for Approved Notes: Allows setting up rules by country, enabling greater flexibility when creating and maintaining a set of monitoring rules in multi-country orgs
  • Lightning for Medical Inquiry: The next generation version of Medical Inquiry is available on the Online Platform, providing with better user experience and improved efficiency
  • Order Management Product Views now available for iPad devices and online platform
20R3.3 Deep Dive Slides

20R3.2
Sandbox release date: 4.02.2021
Production release date:11.02.2021

Watch the 20R3.2 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Stamping Country Information: Country information can be stamped to transactional objects automatically
  • Attendee screen sharing in Engage for Virtual Events: Admins can control attendee screen sharing permissions
  • Joining an Engage Meeting via Zoom: Admins can now give attendees of Engage Meetings the option of joining using their Zoom application
20R3.2 Deep Dive Slides

20R3.1
Sandbox release date: 7.01.2021
Production release date: 14.01.2021

Watch the 20R3.1 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

Approved Links:

  • How to remotely capture signatures for BRC sampling using Approved Links

Events Management:

  • Changes to Events Management with Engage and how to enable further collaboration and peer-to-peer interactions for virtual events
20R3.1 Deep Dive Slides

20R3.0
Sandbox release date: 25.11.2020
Production release date: 10.12.2020

Watch the 20R3.0 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

Call Sampling:

  • Sample Limit Warning Icon: More efficient warning for users entering a sample quantity that exceeds the sample limit

Engage Meeting:

  • Expanded Video Ribbon: Make the Engage Meeting video ribbon larger when you aren’t sharing content on an iPad
  • Increased Attendee Count in Engage Meeting: Manage larger meetings and lunch & learns by creating meetings up to 50 attendees

MyInsights:

  • Integrated external data sources: Gain real-time visibility across Veeva CRM and external data sources through MyInsights in an easier-to-use single data visualization

Events Management:

  • Walk-In Fields by Attendee Type: Streamline self-registration in Events Management by capturing only relevant information based on the attendee type
  • Event Attendance Rules: Govern how many events of a given type or topic can be attended within a specified time period
20R3.0 Deep Dive Slides

20R2.3
Sandbox release date: 5.11.20
Production release date: 12.11.20

Watch the 20R2.3 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

Call Sampling: Administrators can now report against barcode scan usage

Engage Meeting:

  • CRM Engage App Online
    • When viewing and navigating the CLM media library, users can filter presentations based on configured attributes
    • Content reviewers can easily identify which presentations are Staged or Approved thanks to the status label
    • Users can now view presentations in Tile view
    • Users can resize the slide sorter to view the slide images at a larger size, making it easier to find the correct slide in the media player
    • Hosts using the CRM Engage App via the Online platform, as well as attendees joining an Engage Meeting via the Windows HCP Attendee App, can upload a graphic to serve as a virtual background during a meeting
  • CRM Engage on iPad
    • Reviewing Remote Signatures
    • Signature Method Selection: If multiple signature methods are available to users requesting signatures from an account, the user can view the Signature Setup page

Events Management:

  • When sending an Approved Email from an Event, users can remove all selected recipients that did not opt in to receive emails

Medical Inquiries:

  • Email Receipt is now an available option on the iPhone Sample Signature page
20R2.3 Deep Dive Slides

20R2.2
Sandbox release date: 1.10.20
Production release date: 8.10.20

Watch the 20R2.2 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

Approved Email:

  • Stamping Email Source Information on Windows: Tracking Approved Email activity enables end-users to review the efficacy of sent emails and adjust sending habits to best suit each account relationship

Consent Capture:

  • Channel Source will be automatically stamped on the Multichannel Consent record for Windows

Engage Meeting:

  • Capturing Remote Signatures for Sampling in a Unique Activity Call
  • Enhancements to Remote Signature Capture:
    • Selecting the Appropriate Disclaimer Language
    • Changing the Email for a Remote Signature Capture Receipt
    • Selecting the Appropriate Attendee for a Remote Signature Request

Events Management:

  • Syncing with Cvent enables automated updates between the Cvent and Veeva CRM

Order Management:

  • Order Management Product Views are custom fields that admins can create to segment products in the catalog by type and number of products
20R2.2 Deep Dive Slides

20R2.1
Sandbox release date: 3.9.20
Production release date: 10.9.20

Watch the 20R2.1 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

Veeva Events Management:

  • Speaker Contract Generation for Windows: Events Management users on Windows can automate the creation of speaker contracts according to contract templates.
  • Event Business Rules: Enable admins to build custom business rules to assist event organizers when planning an event, minimize planning mistakes, and to ensure compliance.
  • Expense Estimate Creation Rules: Event organizers frequently incur expenses associated with an event and log estimates for those expenses when planning for the event. Event admins can configure rules to automate this process whenever the organizer executes an action.
20R2.1 Deep Dive Slides

20R2
Sandbox release date: 30.7.20
Production release date: 13.8.20

Watch the 20R2 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

  • Reviewing Approved Emails Before Sending: Introduces the ability to add a review step of the final contents of an email before it is sent to the HCP.
  • Rating an Engage Meeting Experience: Engage Meeting attendees can now rate their meeting experience. Collecting post-meeting information from meeting attendees is a common practice granting customers insights into the quality of the remote experience.
20R2 Deep Dive Slides

20R1.3
Sandbox release date: 7.7.20
Production release date: 10.7.20

Watch the 20R1.3 Release Deep Dive video to learn about new features in this release.

Key enhancements include:

Veeva CRM:

  • Sharing MyInsights Visualizations – Users can share MyInsights visualizations using iOS share actions. This allows users to share information from customized visualizations with people who do not have access to Veeva CRM.
  • Medical Inquiry on iPhone – Enables reps to capture requests and signatures from the device in their pocket.
  • Barcode Scanning for Sampling – Allows reps to scan barcode on product packaging to quickly identify the correct sample & lot when recording in Veeva CRM.

Veeva CRM Engage Meeting:

  • Remote Signatures for Medical Inquiry – Allows reps to compliantly capture signatures for HCP medical inquiries in a remote setting.
20R1.3 Deep Dive Slides

20R1.2
Sandbox release date: 6.8.20
Production release date: 6.11.20

Watch the 20R1.2 Release Deep Dive video to learn about new features in this release, such as On-Demand Double Opt-in. This allows users to choose between capturing a signature or sending a double opt-in confirmation email to confirm consent. This functionality applies to Approved Email channels and custom consent channels using email.

20R1.2 Deep Dive Slides

20R1.1
Release date: 5.8.20

Watch the 20R1.1 Deep Dive webinar on-demand to learn about new features in this release. Key enhancements include:

  • Person Account Group Calls in Engage Meeting – Users can schedule a remote group call from a Person Account. End users send out unique join links to each invited attendee which allows attendance tracking.
  • Global Account Browse in Veeva CRM – Offline users can look outside their account assignments using the Sphere of Influence or Account Hierarchy to view additional account relationships.

20R1
Release date: 4.17.20

Key enhancements include:

  • Remote Signatures for Sampling in Engage Meeting – Remote signature capture allows for sampling from Engage Meeting.
  • Approved Notes – Approved Notes allows customers to monitor free-text fields for compliance, enabling end-users to record notes directly in CRM.
  • Veeva CRM on iOS – Veeva CRM is available in the Apple App Store and now supports sign-in using 3rd party credentials or Face ID/Touch ID.
  • Lightning – For organizations that have deployed with the Veeva CRM ‘Lightning Ready’ upgrade, the Call Report page and Events Management pages display with Lightning styling.
  • Previewing Approved Email Links – Users are now able to preview their Vault and external links generated by tokens before sending emails.
  • Views and Lists with Dynamic Attributes – Users can now create My Account Views and Lists that display Dynamic Attributes, and can also include Dynamic Attributes as part of the filter criteria for My Account Views.
  • QR Code Self Sign-In – Event attendees can now sign into or register for an Event from their own personal devices using a QR code.