CRM Desktop (Windows)

The Veeva CRM Desktop app is a dedicated and independent app enabling users to interact with HCPs whenever they need, online or offline. Users can launch CLM content from the app, including custom presentations, and share the content with HCPs during calls and Engage meetings, knowing all activity, including content previewing and Save for Later calls, is tracked. Any data created offline automatically syncs when the user connects to the internet.

For example, you are on the phone with an HCP to discuss a product and the HCP asks about a recent clinical trial. You have a publication in your media library related to the trial and want to present it to the HCP via Engage meeting. You create a high performance call report in the Veeva CRM Desktop app and select Meet Now to quickly schedule and start an Engage meeting, initiating call mode. Once the HCP joins the meeting, you launch the publication from the media library and share it in Presentation View. The CLM activity is tracked on the call report.

In another example, you have a face-to-face call with an HCP at a hospital and bring her laptop to display content. Though you are unable to connect your laptop to the hospital’s internet, you can still navigate to your media library and display content. Right before the call, you create a custom presentation tailored to the HCP's concerns about clinical trials from your previous meeting. When you are ready to present, you launch the presentation in Presentation View, initiating Save for Later call mode, and navigate through the slides with the HCP. Later, when you reconnect to the internet, the custom presentation you created and the Save for Later activity tracked for the call automatically sync online, and you can associate the Save for Later activity with a call report in the browser.

Users can test Veeva CRM Desktop features in the Engage Sandbox. See Supporting Engage and CRM Desktop Sandbox Releases for more information.

For more information about setting up the app and a list of supported functionality: