Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems

Page created by Terrance Tate
 
CONTINUE READING
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Veeva CSM Deep Dive
  CRM Enhancements 19R2
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Webinar Housekeeping

Microphones will                                 Questions will be   We will share this
                   Please use Q&A
   be muted                                      answered at the     presentation and
                   function to ask
throughout the                                     end of the        the recording of
                      questions
    webinar                                       presentation         the webinar

                              Copyright © Veeva Systems 2019                              2
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Agenda                                                        Legend

                                                         Features On By Default
                                                         Features Enabled By
                                                         Configuration
     Objectives                                          Action Required
                                                    !

19R2 Release Timeline
                                                   O     Online                iPhone
19R2 Enhancements                                   I    iPad              A Align
                                                  W                        V Vault
On By Default Matrix                                     Windows

                                                         Orange = Applicable

                                                         Grey = Not Applicable

                                                         Light Orange = Parity item

                        Copyright © Veeva Systems 2019                                  3
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Objectives
• Provide a detailed explanation of new features in the latest Veeva CRM release that
  may be of interest to our customers

• Details include:
   −   Overview of how the feature functions
   −   Business justification of why the feature was developed
   −   Considerations for enabling the feature
   −   Configuration notes for an overall sense of level of effort

• Discuss whether each new feature is suitable and value-add for our customers

                    Deep Dive makes the release notes more consumable and provides an
                              opportunity for our customers to ask questions

                                             Copyright © Veeva Systems 2019             4
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
19R2 Release Timeline

       Full Sandbox                                                        Production

   Friday, July 19th, 2019                                          Monday, August 12th, 2019
between 8 pm ET and 1 am ET                                        between 8 pm ET and 1 am ET

                        A sandbox refresh occurring between
          July 19th and August 12th will result in reverting the Sandbox org
                            BACK to Veeva CRM 19R1

                                  Copyright © Veeva Systems 2019                                 5
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
•   Territory Management 2.0 Update
                       •   Veeva CRM Mobile Deprecation
Announcements          •
                       •
                           Lightning
                           FTP Connection Changes
                       •   Marketing Cloud Integration

                Copyright © Veeva Systems 2019               6
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Territory Management 2.0                                    !
• Salesforce has announced Territory Management 1.0 (TM 1.0) will be retired in June
  2020
• All Veeva CRM customers will need to take action between the 19R3 release
  (December 2019) and June 2020
• Territory Management 2.0 has a new data model, so the transition will involve
  customers re-loading their territory hierarchy and assignments into the new data
  model
• The new data model will also impact:
   −   Customizations
   −   Integrations
   −   Custom MyInsights Reports
   −   Data Load Processes
   −   Sharing Rules
   −   CLM Content
   −   Account Page Layouts
   −   Reports
                                   Copyright © Veeva Systems 2019                      7
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
TM 2.0 Timeline

        19R3
     December 2019                                    June 2020

 Territory                                                         Territory
Management           Transition                                   Management

  1.0                  Period                                       2.0
                     6 months

                     Copyright © Veeva Systems 2019                            8
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Territory Management 2.0
                                        How will Veeva help?
                                                                                                                       !
We are creating an assessment tool for our Services team to run against the metadata in
Production environments
 • Customer permission via email will be required to run the assessment – stay tuned for communication coming in the
   next few weeks
 • The Assessment will not access any customer data
 • Veeva will not make any changes to customer environments
 • Once the assessment is run, Veeva will share results on the required changes to your org to support TM2.0

A migration guide will be published to help support customers’ efforts

Webinars will be hosted in August/September to make customers aware of the change, and
tools and services available to support the migration

Veeva is actively engaged and communicating with our Partner Community

                                               Copyright © Veeva Systems 2019                                              9
Veeva CSM Deep Dive CRM Enhancements 19R2 - Veeva Systems
Territory Management 2.0
                      What can customers do right now?
                                                                                  !
• Upon request, provide Veeva with your permission to run the assessment against your
  metadata in your production environment
• Begin analyzing your in/outbound custom integrations and dataload processes to
  determine if they are referencing the TM1.0 objects
• Do not migrate over to TM 2.0 prior to 19R3 (December) time period as Veeva CRM is
  not yet supported
• Register for 8/19 overview webinar: Learn about timelines and how Veeva will help you
                                            Territory
                            Territory        Territory
                                           Manageme
                          Management       Management
                                                nt

                         1.0 2.0
                             2.0
                          Retirement:
                         June 2020Copyright © Veeva Systems 2019                      10
Territory Management 2.0                                                                    !
                                      Resources
   • About TM2.0

   • What’s New in TM2.0                                                   Register for TM2.0 Webinar:

                                                                    • North America August 19, 2019 |
   • Differences between TM1.0 and TM 2.0                               10:00 a.m. PT / 1:00 p.m. ET (45 mins)

                                                                    •   EU August 22, 2019 | 4 p.m. CET (45
   • TM2.0 Data Model
                                                                        mins)

Contact your Account Executive, CSM or Services Representative with questions

                                   Copyright © Veeva Systems 2019                                                    11
Veeva CRM Mobile Deprecation                                                                 O
                                                                                                                   I
• Overview                                                                                                     W
   − Because of incompatibility with Salesforce’s new Territory Management 2.0 model, the following
     platforms will no longer be supported as of June 2020:
       • Veeva CRM Tablet Edition
       • Veeva CRM on Windows 8
       • Veeva CRM on Windows 10 builds prior to 16299 (Fall Creators Update, version 1709)

• Considerations
   − As part of TM 2.0 preparation, Customers should ensure their device fleet is no longer including those
     devices which will become obsolete when TM 2.0 comes in – scheduled for June 2020

                                              Copyright © Veeva Systems 2019                                  12
Veeva CRM - Lightning Readiness
• What is Veeva CRM Lightning?
   − Lightning Experience is Salesforce’s next generation UI for online users

• When will Veeva CRM Lightning be available?
   − 19R3 release (December 2019)

• What is the benefit of migrating to Veeva CRM Lightning?
   − Lightning benefits Veeva Online users with an updated UI and navigation experience
   − New data visualization capabilities
   − Improved development tools

                                           Copyright © Veeva Systems 2019                 13
Veeva CRM - Lightning Readiness
• Sandbox early adopter program open to all customers (during 19R2 timeframe)
   − By request and Sandboxes only
   − Veeva will support Classic and Lightning in the browser with existing UX patterns
   − Functional limitations will exist
   − No changes to Sunrise UI in iOS and Windows

• We certify that out of the box Veeva transactions work in a Lightning environment

                                          Copyright © Veeva Systems 2019                 14
Veeva CRM - Lightning Readiness

• What does “Lightning Ready” mean                         • What “Lightning Ready” will not do:
  for Veeva orgs:                                                   − We do not force nor require customers to
   − All required configuration changes will be                       enable Lightning
     automated by Veeva                                             − Tool will not touch custom
   − Gives customers the opportunity to invest                        code/objects/controls – regardless of the
     in the Lightning Experience                                      creator
   − Classic will be supported as long as SFDC
     supports it

                                          Copyright © Veeva Systems 2019                                          15
Veeva CRM - Lightning Readiness
                     How Can Veeva Help with Lightning?

    Veeva CRM Lightning      Assessment Deliverables                  Out of Scope in Veeva
        Assessment                                                    Lightning Assessment
                             •   Requirement document
•   Veeva Services               with list of impacted            •    Other Salesforce
    engagement                   components                            applications
•   Includes Veeva CRM and   •   Recommended project              •    App Exchange or other
    all associated               plan                                  third-party installed
    configuration and        •   Suggestions for change                apps
    customization                management

    To get started on your assessment, contact your Veeva Account Executive

                                 Copyright © Veeva Systems 2019                                16
FTP Connection Changes                                               O
                                                                                                   I
• Overview                                                                                     W
   −   Salesforce recently announced their TLS 1.2 requirement beginning in September 2019
   −   Aligns with industry best practices for security and data integrity
   −   Beginning with 19R2, Veeva CRM will require TLS 1.2 for all FTP connections
   −   Incoming FTP connections using TLS 1.1 or earlier will not be accepted

• Considerations
   − Areas of CRM Using FTP: CLM, MyInsights Fixed Reports (Sales Data), and Nitro

• Follow the instructions provided by the FTP client to configure the client to use TLS 1.2
  encryption protocols
   − TLS 1.2 is supported with the existing FTP infrastructure
   − See Salesforce Help for more information

                                           Copyright © Veeva Systems 2019                     17
SalesForce Marketing Cloud Integration                                                                   O
                                                                                                                      I
• Overview                                                                                                        W
   − SalesForce Marketing Cloud has two types of installed packages:
       • Packages with enhanced functionality
       • Packages with legacy functionality
   − Up to 19R2 Veeva only supported legacy packages, but Salesforce is dropping support for legacy
     packages on August 1, 2019
   − Therefore, we need to support enhanced packages as part of 19R2

• Considerations
   − Although no longer supported, Customers with an existing integration using legacy packages will be fine
     as it will continue to work
   − This is just for any customers setting up a NEW integration - After August 1st Customers will need to use
     enhanced packages

                                                Copyright © Veeva Systems 2019                                   18
•   Saving Passwords in iOS
                 •   Field Defaults Support
                 •   Sort Order When Editing Data
General          •   Currency Code Display
                 •   Mobile ID

          Copyright © Veeva Systems 2019            19
Saving Passwords in iOS                                                          O
                                                                                                                I
• Overview                                                                                                  W
   − iPad and iPhone users can save their Veeva CRM username and password using iOS Keychain for quicker
     access when signing in
• Business Justification
   − Simplifies the sign in process by reducing risk of users being locked out of their org
   − Utilise native security protocols such as Touch ID or Face Recognition

                                 On the first Login,
                                    select Save
                                     Password

                                         Choose saved details

                                               Copyright © Veeva Systems 2019                              20
Saving Passwords in iOS                                                    O
                                                                                                              I
• Considerations                                                                                          W
   −   Device platform must be running on iOS 12 or newer
   −   Users must be able to enable Keychain in iOS
   −   Evaluation will be required if utilizing tools such as AirWatch
   −   Saved credentials will be accessible on other devices using the same iCloud account

• Device Setup
   − Select Settings > Passwords & Accounts > Toggle on AutoFill Passwords
   − Select Settings > Touch ID & Passcode (or Face ID & Passcode) > Authenticate > Toggle on Password
     AutoFill
   − To enable Keychain                                                         Select Keychain > On
         •   Select Settings
         •   Select Apple ID
         •   Select iCloud
         •   Select Keychain

                                           Copyright © Veeva Systems 2019                                21
Field Default Values in iOS                               O
                                                                                      I
• Overview                                                                        W
   − Veeva CRM now respects Salesforce
     field defaulting on the iPad and
     iPhone platforms

• Business Justification
   − Prepopulate field values with
     defaults to save your users time and
     improve consistency
   − Default field values make your users
     more productive by reducing the
     number of fields they need to fill in
     manually

                       Define Default Values
                         for your Picklist

                       Users can still choose
                         other values as
                             required
                                                Copyright © Veeva Systems 2019   22
Field Default Values in iOS                                                                 O
                                                                                                                           I
• Consideration                                                                                                        W
   − When creating or Editing Object fields you are able to set the default values for the following types of
     fields:
       •   Checkbox                              Picklist Field Default
       •   Currency
       •   Date
       •   Date/Time
       •   Email
       •   Number                   Configuring a
       •   Percent                Default Value for a
       •   Phone                   Currency Field
       •   Picklist
       •   Text
       •   Text Area
       •   Time
       •   URL

           Field Level                       Object               Custom
                         Page Layout                                                     VF/Apex   VMOCs   Tab/Data
            Security                       Permission             Settings
                                                                                                              X
                                                        Copyright © Veeva Systems 2019                                23
Field Default Values in iOS                                                              O
• Considerations                                                                                                    I
   − If a default value is based on the value of a merge field, Salesforce uses the value of the merge field at   W
     the time the default value is executed. If the value of the merge field changes later, the default value is
     not updated
   − Don’t assign default values to fields that are both required and unique, because uniqueness errors can
     result
   − Default field values are different from formula fields in the following ways: they are only executed once,
     at record creation; they are not read only; and the user can change the value but cannot restore the
     default field value
   − Since the default value is inserted before users enter any values in the new record, you cannot use the
     fields on the current record to create a default field value
   − Record type default field values have precedence over an object’s default field values
   − To apply a different default value for different record types, use the record type as a merge field in a
     CASE function within the default field value setup
   − Fields that are not visible to the user due to field-level security are still available in the formula for a
     default field value

                                           Copyright © Veeva Systems 2019                                      24
Sort Order When Editing Data                                                           O
                                                                                                               I
• Overview                                                                                                 W
   − After editing data from a related list and returning to the original screen, the sort order is now
     respected

• Considerations
   − Inform users of this change as this may have been a pain point in the past for them

                                            Copyright © Veeva Systems 2019                                25
Currency Code Display                                                                O
                                                                                                                    I
• Overview                                                                                                      W
   − The currency code now displays alongside the currency name offline

• Business Justification
   − It will help end users find the currency more easily based on the alpha sorted code instead of the name
     (i.e., CHF - Swiss Franc)

                                          Copyright © Veeva Systems 2019                                       26
• General Overview
AutoSync          • Manual Sync
                  • Sync Widget

           Copyright © Veeva Systems 2019   28
Autosync – Top Things to Know                                O
                                                                              I
                                                                          W

        1                            2                         3

 Coming to             Automatically                      Seamless for
iOS in 19R2              Enabled                           End Users

* iOS 11 is required

                         Copyright © Veeva Systems 2019                  29
Autosync Principles                                                 O
                                                                                                 I
                                                                                             W

 User edited/created         Users get immediate                  Users with multiple
data on mobile device      feedback about the data               mobile devices see their
automatically syncs up       they edited/created                  data changes across
 to the online servers                                                   devices

                                Copyright © Veeva Systems 2019                              30
Components of Sync                                         O
                                                                                    I
                                                                                W

    Mobile Device
     Create/Edit
                                                                 Manual Sync
          Autosync

  Record Retrieval

                                                                 Sync Widget

App must be in the foreground

                                Copyright © Veeva Systems 2019                 31
Autosync                           O
                                                                                I
                                       Upgrade Process
                                                                            W
• The first time a user signs into Veeva CRM after the
  upgrade to 19R2, the device database is updated to work
  with Autosync
   − There will be a popup indicating the application is being updated
     and the device database is updated to work with Autosync
• Users should not put the application in the background or
  exit the application during this update
• After the update completes, Autosync automatically
  begins to work

                                          Copyright © Veeva Systems 2019   32
Mobile Device Changes                                       O
                                                                I
                          Record A                          W

                          Data Feed
Record A+
                         Record A+             Record A+

  Record A+

              Copyright © Veeva Systems 2019               33
Autosync Frequency                                            O
                                                                                     I
                                                                                 W

   Every                         Clients immediately uploads record
Save/Submit                      to online server

                                 Client asks for all changes originating from
   30 secs*                      any of the users devices

* Interval is subject to change based on server load.

                                        Copyright © Veeva Systems 2019          34
Manual Sync                                                     O
                                                                                               I
         The following data sets still require manual sync:
                                                                                           W

               Data changes made
              from online including
              integrations/territory                      Metadata changes
                   alignments

                             Veeva CRM MyInsights                     Data changes made
   Veeva CLM and
                              Sales Data and Nitro                      by other users
Approved Email content
                                      Data

                                Copyright © Veeva Systems 2019                            35
Sync Widget                                                               O
                                                                                                                    I
• Overview                                                                                                      W
   − As a result of the AutoSync functionality, the number of pending transactions will no longer display on
     the iPad HomePage
   − Please note the “Last Sync” DateTime corresponds to the latest incremental (i.e., manual) sync

                  19R1                                                         19R2

                                          Copyright © Veeva Systems 2019                                       36
• Clinical Trial Stakeholder Name in the
Account               Timeline

Management

             Copyright © Veeva Systems 2019                    37
Clinical Trial Stakeholder Name in the Timeline                                                                   O
                                                                                                                        I
• Overview                                                                                                          W
   − We now display clinical trial records which are directly linked to the account via the lookup or indirectly
     via the Account Clinical Trial object
   − No change to the UI but the change relates to the display logic

                                           Copyright © Veeva Systems 2019                                          38
• Call Objective Custom Lookups
Call Reporting          • Signature on Sync_vod (Sample Limits
                          and Inability to Clear Signatures)
                        • Sample Lot Selection Color

                 Copyright © Veeva Systems 2019                  39
Call Objective Custom Lookups                                            O
                                                                                               I
• Overview                                                                                 W
   − Call objective custom lookups no longer display as read only when recording a call
   − This enables users to edit the data as required

                                          Copyright © Veeva Systems 2019                  40
Signatures on Sync_vod                                                                 O
                                                                                                                    I
• Overview                                                                                                      W
   − Signature on Sync_vod is no longer supported
   − Autosync assumes all records are synced immediately, when sample limits are configured and samples
     are selected on the call, users cannot clear a signature

                                                                             User can no longer adjust the
                                                                              sample/BCR and allow the
                                                                             practitioner to re-sign for the
                                                                              product once signature has
                                                                                     been captured

                                        Copyright © Veeva Systems 2019                                         41
Sample Lot Selection Color                                                             O
                                                                                                                 I
• Overview                                                                                                   W
   − When selecting a sample lot on the Sample Selector screen, the background of the selected lot is now
     light blue
   − The light blue background makes text easier to read

                  19R1                                                      19R2

                                         Copyright © Veeva Systems 2019                                     42
Account Plans          • Multiple SWOT & Goal Records

                Copyright © Veeva Systems 2019          43
Multiple SWOT & Goal Records                                                           O
                                                                                                                          I
     • Overview                                                                                                       W
           − Allows users to create multiple SWOT (Strengths, Weaknesses, Opportunities, and Threats) Analysis and
             Goal records for a single account plan

User can add multiple SWOTs
   when creating a plan

                     User can add multiple
                   Goals when creating a plan
                                                 Copyright © Veeva Systems 2019                                      44
Multiple SWOT & Goal Records                                                                        O
                                                                                                                               I
• Overview Continued                                                                                                       W
   SWOT and Goals will display
    with the other related lists
        for Account Plans

                                                                                                   Users can create
                                                                     Display more text of the      additional SWOT
                                                                    SWOT Analysis and Goals       Analysis and Goals if
                                                                                                permissions are enabled

                                   Copyright © Veeva Systems 2019                                                         45
Multiple SWOT & Goal Records                                                             O
                                                                                                                     I
• Business Justification                                                                                         W
   − Allows multiple teams to easily contribute to a single Account Plan for an account and also provides
     flexibility for each team to have their own SWOT Analysis and Goals records; better cross-functional
     collaboration
   − Can differentiate SWOTs and Goals by product, compound, or therapeutic area based on the products
     associated with the account

• Considerations
   − SWOT and Goals cannot be tied to a specific role for sharing and execution; this is visible to all those
     with access to the account plan
   − Determine which users associated to the account plan can add/edit the SWOTs and Goals
   − SWOT and Goals can be used with export to PowerPoint the template must be updated to incorporate
     the new objects
   − Be sure to enable the VMOCs so the end users can view the SWOT and Goal offline

          Field Level                    Object           Custom
                         Page Layout                                             VF/Apex   VMOCs   Tab/Data
           Security                    Permission         Settings
              X              X             X                                                 X

                                                Copyright © Veeva Systems 2019                                  46
For Survey Users:
                 • Survey Target Home Page
                 • Survey Target Creation Wizard
                 • Create Button for Survey Target
                 For Survey Designers:
Surveys          • 20 Answer Choices for Picklist and
                   Radio
                 • 200 Characters for Picklist,
                   Multiselect, Radio
                 • Resized Answer Choice Fields
                 • Entire Answer Options String Display

          Copyright © Veeva Systems 2019                  47
Survey Target Home Page                                                                O
                                                                                                                   I
• Overview                                                                                                     W
   − The Survey Target home page provides filtering capabilities

                                                                           Tap on the Filter icon to filter
                                                                            between external account
                                                                            surveys, user surveys, and
                                                                              surveys expiring soon

                                          Copyright © Veeva Systems 2019                                      48
Survey Target Creation Wizard                                                         O
                                                                                                             I
• Overview                                                                                               W
   − The titles of the Survey Target creation wizard screens on the iPad and iPhone platforms provide
     guidance on what the user should do in that step

                                                      Title instructs users
                                                          on next steps

                                          Copyright © Veeva Systems 2019                                49
Create Button for Survey Target                                                        O
                                                                                                                I
• Overview                                                                                                  W
   − When creating a Survey Target from a Call Report online, the button labelled Search is now labelled
     Create

      Previously this button
       was labelled Search

                                          Copyright © Veeva Systems 2019                                   50
20 Answer Choices for Picklist and Radio                                                          O
                                                                                                              I
• Overview                                                                                                W
   − Survey designers can now add up to 20 survey answer choices for picklist and radio question types

                             Up to 20 answer choices
                              for picklist and radio
                                    questions

                                             Copyright © Veeva Systems 2019                              51
200 Characters for Picklist, Multiselect, Radio                                                               O
                                                                                                                     I
• Overview                                                                                                       W
   − Survey designers can create picklist, multiselect, and radio options with up to 200 characters, allowing
     more detailed answers

                                                                            Up to 200 characters can be
                                                                             added to answer choices

                                           Copyright © Veeva Systems 2019                                       52
Resized Answer Choice Fields                                                               O
                                                                                                                    I
• Overview                                                                                                      W
   − When a survey designer edits a survey question, answer choice fields dynamically resize to fit the text

                   Resized answer
                  choice field based
                  on the text length

                                          Copyright © Veeva Systems 2019                                       53
Entire Answer Options String Display                                              O
                                                                                                        I
• Overview                                                                                          W
   − When previewing questions from the Question Bank modal on the Survey Management screen as a
     Survey designer, answer choice options wrap to display the entire string

   Entire string is
     displayed

                                       Copyright © Veeva Systems 2019                              54
MyInsights          • Default Landing page

             Copyright © Veeva Systems 2019   55
MyInsights Default Landing Page for Veeva CRM                                                                         O
                                                                                                                           I
• Overview                                                                                                             W
   − The default landing page of Veeva CRM can be a MyInsights visualization to allow users to quickly plan
     relevant activities based on up-to-date information in the visualization

   The name of the default
 visualization displays as the
  leftmost tab in the Sunrise
 bar. To view the Home Page,
 select the Classic tab in the
          Sunrise bar

             Field Level                         Object           Custom
                                 Page Layout                                             VF/Apex   VMOCs   Tab/Data
              Security                         Permission         Settings
                                                   X                                                          X

                                                        Copyright © Veeva Systems 2019                                56
•   CLM Visual Changes
             •   Blur Effect on Slide Selector

CLM          •
             •
                 X Icons in Manage My Presentations
                 Stacked effect for Required Slides
             •   Find Presentation
             •   Presentation Labels

      Copyright © Veeva Systems 2019                  57
CLM Visual Changes                                                              O
                                                                                                                 I
• Overview                                                                                                   W
   − The highlighter pen, laser pointer, CLM control icons, and sub-presentation icon on CLM presentation
     thumbnails are now aligned with the Sunrise design
       19R1                                                                19R2

                                          Copyright © Veeva Systems 2019                                    58
Blur Effect On Slide Selector                                 O
                                                                                        I
• Overview                                                                          W
   − The slide selector is now semi-transparent with a blur effect

                      19R1                                                  19R2

                                           Copyright © Veeva Systems 2019          59
X Icon in Manage My Presentations                                                     O
                                                                                                        I
• Overview                                                                                          W
   − The X icon that removes a slide in Manage My Presentations is replaced with a dash (-) icon

                   19R1                                                     19R2

                                          Copyright © Veeva Systems 2019                           60
Stacked Effect for Required Slides                                                     O
                                                                                                          I
• Overview                                                                                            W
   − Thumbnails for CLM presentations with sub-presentations of required slides now have a stacked
     effect

                   19R1                                                   19R2

                                         Copyright © Veeva Systems 2019                              61
Find Presentation                                                                   O
                                                                                                                          I
• Overview                                                                                                            W
   − While presenting CLM, users can now more easily navigate to a new presentation. The Find Presentation
     button will launch the regular media library
   − Upon re-entering media library, any search, labels, etc. used earlier will be respected
   − All of the media library's functionality, including segments, views, filters, and search, can be used to find
     and switch to a new presentation
   − This media library hides the presentation in use; Close button takes you back to the slide you were on

                                            Copyright © Veeva Systems 2019                                           62
CLM Presentation Labels                                                                     O
                                                                                                                         I
• Overview                                                                                                           W
   − Users can create and add labels to CLM presentations to organize their presentations and find them
     more quickly in their Content Library
   − Custom labels are unique to individual users and are not shared between users
   − The user can create a custom label and apply the appropriate label to the corresponding presentations

                                                         1.                                 2. Adding Labels can
                                                         1.You
                                                             You
                                                             Youcan
                                                                  can
                                                                  can
                                                    access/create                            be done by clicking
                                                    access/create oror edit
                                                                       edit
                                                    Labels                                  on the menu button
                                                    Labels by clicking on
                                                            by clicking on
                                                     the “Filter”  menu                        next to the CLM
                                                     the “Filter” menu                          presentation

                                                                                            3. Several Labels can
                                                                                             be assigned to one
                                                                                             CLM Presentation

                                         Copyright © Veeva Systems 2019                                             63
Approved Email          • BEE Templates

                 Copyright © Veeva Systems 2019   64
BEE Editor Templates Available For Download
• BEE Editor is an easy to use HTML email editor integrated to Vault that customers use
  to create responsive Approved Email templates without HTML knowledge

• Turnkey BEE Editor templates created by Veeva agency partners* are now available for
  starting Approved Email quickly and efficiently

• Download the templates and start using them today!
    − BEE Templates in Vault Help Guide
    − BEE Templates in CRM Help Guide

• Additional BEE resources:
    − Using the BEE Email Template Editor
    − BEE Editor Support

*Veeva agency partners Abelson Taylor and Concentric Health Experience
                                            Copyright © Veeva Systems 2019                65
BEE Templates Available
        Features:                      General - Custom           Thanks for Stopping
                                    Open-ended template          Thank you follow-up for
                                      Basic foundation               booth visitors
• Simplicity of the BEE
  editor                             Sorry I Missed You       HCP Meeting Confirmation
                                    Simple template for              Confirm meeting
• Quality email content up         missed HCP connection               date & time
  and running in minutes                                            General Intro or
                                      Survey Follow-Up
                                                                    Announcement
                                   Basic template for
• Variety of template          sending survey or other link
                                                              Alert HCPs to approved product
  topics and designs                                                   or make intro

                                      Conference Invite           Post-Call Follow-Up
                                    Basic email inviting        Basic template for post-call
                                  HCP to customer’s booth        email plus send materials

                             Copyright © Veeva Systems 2019                                    66
• Selecting Wholesaler Best Pricing /
                      List Price
Order               • Entering Quantities Directly in Mass
                      Order Entry
Management          • Multiple Product Selection

             Copyright © Veeva Systems 2019                  67
Selecting Wholesaler Best Pricing / List Price                                                          O
                                                                                                               I
• Overview                                                                                                 W
   − List prices may be different for each product and each wholesaler; CRM displays a list of
     wholesalers associated to the account who can fulfil the order with the best price for the product

                                                                                Different Wholesalers
                                                                                with the relative List
                                                                                Price appears for the
                                                                                     selected SKU

                                         Copyright © Veeva Systems 2019                                   68
Selecting Wholesaler Best Pricing / List Price                                                           O
                                                                                                                  I
• Business Justification                                                                                      W
   − This feature ensure users are providing accounts with the lowest price for a product when
     capturing an order

• Considerations
   − List prices are created for each product and wholesaler. The wholesalers are associated to an
     account
   − When placing an order for that account, wholesalers display alphabetically based on their ability to
     deliver the product
   − When a user enters the quantity for a product, the delivery is automatically allocated to the
     wholesaler with the lowest list price

          Field Level                   Object           Custom
                        Page Layout                                             VF/Apex   VMOCs   Tab/Data
           Security                   Permission         Settings
              X             X                                X

                                               Copyright © Veeva Systems 2019                                69
Direct Entry From the Product Selector                                                            O
                                                                                                               I
• Overview                                                                                                 W
   − Feature released in May as part of 19R1.10 patch release
   − Users can directly enter a quantity from the Product Selector by tapping on the product Name
       • The validation of the entered quantity automatically adds the product as an Order Line and
          removes the product name from the search
   − Users can still select multiple products via the checkboxes from the Product Selector and add them
     to the Order Lines via the Add Selected button

                                         Copyright © Veeva Systems 2019                                   70
Direct Entry From the Product Selector                                                       O
                                                                                                          I
• Business Justification                                                                              W
   − For customers using Order Management, identifying quickly which products to negotiate is key

• Considerations
   − This feature replaces the former Mass Add Products functionality on Windows, which should now
     be disabled

                                        Copyright © Veeva Systems 2019                               71
Multiple Product Selection                                               O
                                                                                                   I
• Overview                                                                                     W
   − Users can now select multiple products and add them to the Order Line more quickly
   − This feature replaces Mass Add for Windows users

                                                                      All Products can now
                                                                       be selected at once
                                                                        and added to the
                                                                            order line

• Business Justification
   − This feature allows users to speed up the product selection and improves the usability

                                         Copyright © Veeva Systems 2019                       72
EU Key Upcoming Events
3-5 December 2019 | Palau de Congressos de Catalunya | Barcelona

Connect with peers    Gather top leader                           1,200        Hear latest technology
   and experts          perspective                            Professionals        innovations

                                    Register Now!
                                    Copyright © Veeva Systems 2019                                      74
§ Tuesday, 24 September 2019: Engage
                                  Meeting

Upcoming CRM                    § Tuesday, 15 October 2019: Align –
                                  Enabling Decision Support
    Veeva & U
     Sessions                   § Tuesday 5 November 2019: Key Account
                                  Management - Action Items, Hierarchy

                                § Link to the Veeva & U CRM Hub

                © Copyright 2019 Veeva Systems Inc. All rights reserved
§ Wednesday, 11 September 2019: Utilizing
                                   Templates in Vault

                                 § Thursday, 17 October 2019: Implementing a
                                   Content tagging strategy
Upcoming Vault
    Veeva & U                    § Wednesday 13 November 2019: Introducing
                                   MedComms Medical Inquiry Management
     Sessions
                                 § Thursday 12 December 2019 : Vault
                                   “PromoMats Best of 2019”

                                 § Link to the Veeva & U Vault Hub

                 © Copyright 2019 Veeva Systems Inc. All rights reserved
US Key Upcoming Events
Fall Community Forums
Join your peers and industry experts for a half-day of networking to
share industry challenges and best practices.

Highlights include:
• Networking based on relevant business cases
• Interactive deep dives featuring Veeva product experts

Locations/dates:
• Cambridge, MA (CRM, Vault): Tuesday, September 17
• Whippany, NJ (CRM, Vault, Network): Thursday, September 19
• Radnor, PA (CRM): Tuesday, September 24
• Wheeling, IL (CRM, Vault): Thursday, September 26

Interested in attending? Contact your customer success manager
for more information.
Thank you
Appendix
Autosync                                                                          O
                                                                                                                                    I
• Overview                                                                                                                      W
   − Autosync ensures data created by CRM users is quickly synced from offline devices to the online server
     so critical information is immediately available to drive decisions made through reporting and analytics
   − With Autosync, all records for all objects to sync automatically
       • This includes all Veeva objects, custom objects created by customers, submitted records, and saved records
   − Autosync includes the following:
       • Any data created or edited on the mobile device is synced with the online servers as soon as possible
       • Users get immediate feedback on data they are creating and editing, so they quickly receive new information and can
         take action
       • Users with multiple mobile devices immediately get mobile changes across all their devices
• Business Justification
   − Improves the User-experience by reducing the need to manually sync data
   − Reduces the risk of data loss to your organization in case the mobile device is stolen or the user leaves
     the organization without returning the device, as all data is readily synced across all devices and
     relevant servers

                                               Copyright © Veeva Systems 2019                                                  81
Autosync                                                          O
                                                                                                                 I
• When a record is saved, it is immediately added to the upload queue                                        W
   − If there is internet connectivity, the record is immediately uploaded to the online servers
• During the sync-process, the application needs to remain in the forefront
• If there is no internet or the application is put in the background before it is
  uploaded, the records stay in the upload queue
   − When internet connectivity is re-established, the application immediately uploads items in the queue
   − This is done in a first-in, first-out manner
• When saved online, Salesforce runs all its normal save logic
   − If a validation rule error occurs, this goes back to the device as a sync error

                                            Copyright © Veeva Systems 2019                                  82
Autosync                                                                             O
                                                                                                                                        I
• Mobile devices retrieve Autosync transactions from the Autosync data feed                                                         W
   − Autosync transactions are user specific, meaning an Autosync transaction made by a user can only be
     retrieved by that user on any of her mobile devices
• All records successfully uploaded as a part of the save, are queued to the data feed
   − This happens immediately after the save completes
   − If the record saved was a child record, the corresponding master record is also queued to the data feed
     (any updates to that record, such as the rollup field calculations, are available)
• In rare cases, the same record may be edited on multiple devices at the same time
   − Veeva CRM ensures changes from users in the field on their mobile devices on these objects win over
     any changes made online (because field users have the most up to date information)
       • If a Call is Submitted and then edited on another device, a duplicate Call is created with the edited information
       • If the same Order/Inventory Monitoring is Submitted and then edited on another device, the edits are discarded
   − In the case of different devices - for most objects, the device which saves first wins
       • When edits are made, the previous value and the new value of the fields that changed are uploaded to the server
       • Before the online save happens, the application checks whether the previous value in the edit matches with the
         current value online - if the values are different, a sync error occurs
       • For the special objects (see previous slide), when edited/saved, the entirety of the records are uploaded to the server

                                                Copyright © Veeva Systems 2019                                                     83
Autosync                                                                O
                                                                                                                     I
• As long as there is an Internet connection, mobile devices will check for new data                             W
  every 30 seconds
   − If new data is present, it is downloaded to the device - once downloaded to the device, the system only
     merges newly downloaded data when it is safe to do
   − Data is only merged if and when all related data is available (ex. all order lines for an order are
     downloaded)
   − Data is not merged while a user is actively using the record (ex. user is editing or viewing the record)
   − When the user leaves the edit/view page, data is merged and the next time the user views/edits the
     record, it is updated
   − If there is a pending upload for a record, Veeva discards the downloaded record: this means there is a
     more recent update on the mobile device
• The following data sets still require manual sync:
   − Data changes made from online, including Integrations/Territory Alignments and Metadata changes
   − Veeva CLM and Approved Email content
   − Veeva CRM MyInsights Sales Data and Nitro Data

                                          Copyright © Veeva Systems 2019                                        84
Autosync                                                 O
                                                                                                             I
• Considerations                                                                                         W
   − For Autosync to work, no configuration is needed
   − For the 19R2 release, Autosync is only available for IOS
       • Requires iOS 11 or later - and 64-Bit iPads (excluding iPad 4 and older)
       • Windows device Autosync to follow in future release
   − After upgrading an application to 19R2, it should not be downgraded to 19R1, as this could cause
     database corruption issues
   − Apex code using the future method and changes made by workflow updates may not come down, as
     those changes are not immediately made when data is saved

                                                 Copyright © Veeva Systems 2019                         85
You can also read