Intelligent Engagement€¦ · Deep Dive & Demo: Veeva CRM Events Management Jenna Sherlock-Goudet...

Post on 01-Aug-2020

0 views 0 download

Transcript of Intelligent Engagement€¦ · Deep Dive & Demo: Veeva CRM Events Management Jenna Sherlock-Goudet...

Intelligent Engagement3 – 5 December 2019 | Barcelona

#VECMS

Deep Dive & Demo: Veeva CRM Events Management

Jenna Sherlock-Goudet Erik Dózsa Martino TomizioliManager, Commercial Strategy Senior Product Manager Senior Solution Consultant

3#VECMS |Copyright © Veeva Systems 2019

Challenges in Events Management

Multiple Technologies

Coordination& Visibility

ComplexProcesses

Compliance Adherence

4#VECMS |Copyright © Veeva Systems 2019

Approval Workflows

Key Requirements

Compliance & ToV Reporting

HCP Identification

Budget & SpendCollaboration

5#VECMS |Copyright © Veeva Systems 2019

Intelligent Engagement

Marketing

Service

Medical

Sales CRM

MarketAccess

Analytics & IntelligenceCrossix | Align | Nitro | Andi

ContentPromoMats | MedComms

DataOpenData | Oncology Link | Network

3rd Party Data

6#VECMS |Copyright © Veeva Systems 2019

Integrated Benefits

Embedded

Compliant Simplified

7#VECMS |Copyright © Veeva Systems 2019

Global Transparency Regulations

LAW(strict regulation)

CODE(guidelines)

8#VECMS |Copyright © Veeva Systems 2019

EU Transparency Regulations

EFPIA

Full legislature

Partial legislature

Local anti-corruption law

End-to-end Management of Events

10#VECMS |Copyright © Veeva Systems 2019

End-to-end Management of Events

Fair market value

Budget planning

Event creation

Budget allocation

Estimated expenses

Estimated attendance

Documents

Topic selection

Venue selection

Vendor selection

Country and event specific approvals

Multi-step approvals

Delegate approvers

Attendee selection

Speaker selection

Email invitations

Print invitations

Contracts

Contract (e-signature)

Final & approved documents

Registration portals

Logistics

Event declaration

Sign-in

Virtual events

Event application

Actual expenses

360 activity history

Actual documents

Follow-ups

Transfer of value

Spend reporting

Payments

Planning Approval Getting Ready Execution ClosurePlanning Approval Getting Ready Execution Closure

11#VECMS |Copyright © Veeva Systems 2019

End-to-end Management of Events

Fair market valueBudget planning

PortalsLogistics

Event declarationOther contracts

Contract e-signature

Event application Transfer of valueSpend reporting

Payments

Partners, Technology partners, Data warehouse/Data lake

Events Management | Approved Email | Vault PromoMats | Engage Webinar

Planning Approval Getting Ready Execution Closure

Event creation

Budget allocation

Estimated expenses

Estimated attendance

Documents

Topic selection

Venue selection

Vendor selection

Country and event specific approvals

Multi-step approvals

Delegate approvers

Attendee selection

Speaker selection

Email invitations

Print invitations

Speaker contracts

Final & approveddocuments

Paper sign-In

Digital sign-In

QR sign-In

Walk-In registration

Virtual events

Actual expenses

360 activity history

Actual documents

Follow-ups

12#VECMS |Copyright © Veeva Systems 2019

HQ-led Events

MarketingCloud

Invitations & Registration Portal

13#VECMS |Copyright © Veeva Systems 2019

Rep-led Meetings

Sign-in & Submit Expenses to

Concur

Event Email Follow-ups with

Survey

Events Around the Globe

15#VECMS |Copyright © Veeva Systems 2019

From Simple to Advanced

GlobalRegional

Complexity

1 org Usually 1 org Usually multiple orgs

Local

16#VECMS |Copyright © Veeva Systems 2019

Cross-org Scenarios

MDM (Master Data Management)

Global Data Warehouse

Business Intelligence

Strong CRM Governance