To help you in this rapid shift to digital, here are resources to get started effectively and make the most out of Veeva’s remote meeting solution. Whether you are new to Veeva CRM Engage Meeting or a master user, content is available for users at every level.
For more information, please contact your Veeva account executive.
Outlines the capabilities and benefits of Engage Meeting for end users.
Overview and best practices of Engage Meeting.
Assess the suitability of your Veeva CLM content for presentation via Engage Meeting.
Key considerations when implementing Engage Meeting.
Email template to inform users about the upcoming Veeva CRM Engage Meeting rollout.Zoom/Engage Statement regarding Zoom/Engage Security
About Zoom & Engage Meeting security. Additional information can be found on our Veeva Trust page.
Newsletter or intranet page announcement template for Engage Meeting.Engage Meeting FAQs
Frequently asked questions that can be distributed to your end users.
How-to guides for scheduling and starting an Engage Meeting from an iPad or Windows device.End-user Training
English based training is available in the Veeva Training Portal. Instructions for accessing the training portal are provided in the link provided. Please email to email@example.com for additional training support.
Quick start information to help healthcare professionals use Engage Meeting.Online Help
Detailed configuration, functionality, and platform information.
Practical Advice and best practices to help you engage better via digital channels.Webinar: Approved Email Etiquette
Delivering value to HCPs through the proper use of Approved Email.Webinar: Lifecycle of an Approved Email in Vault from A-Z
Approved Email Lifecycle: from creation through review and approval, and distribution.
Overview of Veeva CLM, Approved Email, and BEE Email Editor to help you deliver compliant online content.Webinar: Approved Email: BEE Editor
Creating Approved Email templates in Vault PromoMats using BEE.
Sustaining Remote EngagementWebinar: Maximizing and Sustaining Remote Engagement
Change management best practices, remote
engagement metrics, and KPIs for success.
Press release announcing Veeva’s Digital
Field Engagement solution.