New in Veeva CRM 27

The following changes are available to all licensed users of a given product. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation.

Core CRM

Medical CRM

Events Managements

Multichannel

Network Integration

VInsights

Windows 8 and 10

Events Management

The following features are now available on the Windows 8 and 10 platforms:

  • Speaker Management
  • Materials Management
  • Print Invitation
  • Print Sign-in
  • Walk-in Attendees
  • Reconciliation

See Events Management for more information.

Sphere of Influence

Additional Sphere of Influence functionality is now available on Windows 8 and 10 platforms. This includes:

  • Display Out-of-Territory Account Affiliations
  • Display Account Identifiers for Out-of-Territory Affiliations
  • In/Out-of-Territory Affiliation Toggle
  • Pull-in Out-of-Territory Accounts from Network
  • Display Affiliation Count
  • Display Relationship Strength
  • Display Therapeutic Area
  • Custom Attributes
  • Filtering
  • Bookmarking Filters
  • Action Buttons such as View Account, Launch Media, New Call, and New Order for the Account in Focus

See Sphere of Influence for more information.

Account Hierarchy

Additional Account Hierarchy functionality is now available on Windows 8 and 10 platforms. This includes:

  • Display Out-of-Territory Accounts
  • Pull-in Out-of-Territory Accounts from Network
  • Display Affiliation Count
  • Action Buttons such as View Account, Launch Media, and New Call for the Account in Focus
  • Action Buttons such as View Account, Launch Media, Record a Call, and Make Primary for hierarchy accounts

See Account Hierarchy for more information.

Selecting Record Types for Calls

Windows 8 and 10 users are now able to select the appropriate Record Type for a Call created from CLM. See Selecting Record Types for Calls for more information.

Email Receipts for Signature Transactions

Windows users now have the ability to capture a signature and provide HCPs with a receipt of a transaction, including an image of the signature and a pre-built table of the transaction line items within the body of the email. See Email Receipts for Signature Transactions for more information.

Suggested Retail Price

Windows 8 and 10 users can now view a Product’s suggested retail price and calculate profit based on quantity and discounts. See Suggested Retail Price for more information.

Medical Inquiries – Creating Calls

Users are now able to create a Call from a Medical Inquiry on Windows 8 and 10 platforms. See Creating Calls from a Medical Inquiry for more information.