Configuration and technical requirements
Video: Enabling Non-Blocking Sync
Non-Blocking Sync
Non-Blocking Sync
No more waiting: work through updates without interruptions
Non-blocking sync for iPad and iPhone allows field users to continue using Veeva CRM while fresh content and data are automatically downloaded in the background.
Users choose a convenient time to apply updates, which typically takes only a few seconds, ensuring uninterrupted workflow.
Configuration and technical requirements
Video: Enabling Non-Blocking Sync
Non-Blocking Sync
Configuration and technical requirements
Windows CRM Desktop
High-Performance Call Report
Windows Desktop Experience
Device flexibility with the redesigned Windows user interface
The Veeva CRM Desktop app enables field teams to interact with HCPs online, or face-to-face even without internet access. Users can launch CLM content, including custom presentations, from the app and share it with HCPs during calls, Engage meetings, and in-person appointments, knowing that all activity is tracked.
The high-performance call report allows users to edit or create a call report from their online browser, which then displays as a new window in the CRM Desktop app. Any data created offline automatically syncs when connected to the internet.
Configuration and technical requirements
Windows CRM Desktop
High-Performance Call Report
Configuration and technical requirements
Territory Feedback Standard Process
Integrated Territory Feedback
Align: Integrated Territory Feedback
Gather quick feedback on forthcoming sales plans
Veeva Align Integrated Territory Feedback provides field teams with early visibility of draft sales plans to adjust their targets right in Veeva CRM. Reps can provide the right feedback quickly with a user experience natively built into the Veeva CRM iPad app.
The manager’s experience is optimized for the browser, with quick access to their team overview and the current status of their feedback. They can approve all feedback in one click or review it further.
Configuration and technical requirements
Territory Feedback Standard Process
Integrated Territory Feedback
Configuration and technical requirements
Microsoft Graph API
Microsoft Outlook Integration
Microsoft Teams Integration
Microsoft 365 Integration
Seamless workflows across Microsoft and Veeva applications
Veeva CRM My Schedule and Microsoft Outlook calendars integrate into one view, where users can see all their appointments in one place, making scheduling simpler and more efficient.
Field teams can schedule and start Microsoft Teams meetings directly from Veeva CRM, or instantly launch a meeting using the convenient ‘Meet Now’ option. They can share compliant content and track HCP interactions seamlessly. When the Outlook integration is enabled, users can launch the Teams meeting from Veeva My Schedule or Outlook Calendar.
Configuration and technical requirements
Microsoft Graph API
Microsoft Outlook Integration
Microsoft Teams Integration
Configuration and technical requirements
Capturing Remote Signatures
Remote Signature Capture
Signing made simple for all interactions
With Veeva CRM Engage’s sign capabilities, field teams can remotely request HCP signatures for samples, sample opt-ins, or medical inquiries.
Signature requests can be initiated during Engage meetings, using shared links or QR codes, where HCPs can sign anytime at their convenience.
Captured signatures are stored in Veeva CRM; no third-party integration is needed.
Configuration and technical requirements
Capturing Remote Signatures