Introduction

Veeva Events Management is a CRM add-on product for planning and executing Events and to support large and small Events in multi-national environments. An Event is defined as a gathering to educate healthcare professionals on product usage, but there are many variations in what is considered an Event.

Examples of Event types:

Type	Details
Speaker Program	Most common. An HCP speaks to another group of HCPs about a product and its correct usage.
Speaker Training	An event where a group of speakers are trained by a pharmaceutical company to speak about a particular product or topic.
Advisory Board	A meeting including several retained experts that guide a pharmaceutical’s product and marketing strategy.
R&D Committees	Meetings between experts who advise on R&D trial design and execution.
Investigator Meeting	Meetings to train HCPs on how to conduct clinical trials.
Individual Sponsorships	Sponsoring an HCP to attend an event that is not organized by the pharmaceutical company.
Event Sponsorship	A pharmaceutical company sponsors an event in exchange for some marketing benefit at the event.
Scientific Exchange	A session at a congress where an HCP or a pharma company employee share information with an audience about a research finding.
Preceptorship	Sponsoring an experienced HCP to train one or many inexperienced HCPs, usually in an institutional setting. The inexperienced HCPs are also compensated for their time in undergoing the training.
Exhibits	Renting floor space at a large event for marketing purposes.
Patient programs	Pharma-organized events for patients using their products. Can include an HCP and patient speakers.
Consulting	A transaction between pharmaceutical companies and HCPs where the HCP is contracted to provide some deliverable, such as a paper or presentation content. This content is typically used at other events.

Key capabilities of Veeva Events Management

Veeva Events Management capabilities are designed to allow sales representatives, managers, logistics vendors, and marketing to create, plan, approve, execute, and close events.

Capabilities include:

• Creating events and event series
• Customizing event lifecycle flows and page layouts
• Building an event team and controlling data access based on team role
• Creating sessions for large scale events
• Inviting attendees, speakers, and employees
• Capturing electronic sign in for attendees, speakers, and employees
• Creating hierarchical budgets
• Selecting budgets for use on an event
• Entering estimated, committed, and actual expenses for an event
• Adding attachments to an event
• Tracking an audit history of the event
• Storing a pool of approved speakers and venues
• Storing speaker training records and contracting details to assist in speaker selection
• Displaying CLM content and recording interactions from an event