Veeva CRM 24R3 offers the tools and capabilities to advance your CRM strategy. Join us as we delve into the features and benefits of this release.

Approved Email

Desktop: CRM Desktop Users Can Now Send Engage Meeting Invitations to 50 Attendees from the Call Report and Approved Email Now Supports Sending Microsoft Teams Invitations to 50 Attendees

Desktop and App users can now send meeting invitations to up to 50 attendees simultaneously. Desktop users can do this from the Call Report for Engage meetings, these email templates are specifically designed for Engage meetings, allowing hosts to send meeting details and Internet Calendaring and Scheduling (.ICS) files to all attendees. Similarly, App users can use Approved Email for Microsoft Teams meetings. These pre-configured email templates automatically include all essential details, such as date, time, meeting URL, and password (if required). Each invitation includes attendee-specific URLs, ensuring a smooth and personalized experience. This feature streamlines the organizing and managing of large meetings, providing an efficient and hassle-free way of communicating meeting information.

Engage: Remote CLM Content Viewing and Presentation for HCPs

CRM Desktop (Windows) users can now present CLM content remotely to Healthcare Professionals (HCPs) on their own devices. HCPs can view the content during calls without needing to join a meeting. Session details, including the viewing link, can be shared to HCPs via social messaging apps, verbally, or through a QR code. HCPs simply click the link to access the content in their browser, with no app installation required. CRM Desktop users can track these interactions in real-time call mode or Save for Later Call mode, enhancing both convenience and engagement.

Events Management: Admins Can Make Disclaimers Optional to Capture Various Acknowledgments During Registration

Event registrants are required to acknowledge disclaimers before registering, this ensures agreement to specific terms and conditions. With the new release, Business admin users now have the flexibility to make these disclaimers optional. These disclaimers allow organizations to capture various types of acknowledgments such as consent, identification, and privacy policy during the registration process which can be utilized for external communications and reporting, providing a more tailored and compliant registration experience.

Consent Capture: iPhone Users Can Now Edit Consent Channel Values to Add or Update Contact Information

iPhone users can now edit Consent Channel values. This update allows them to add or update email addresses and phone numbers to capture Consent more effectively, improving data accuracy and communication efficiency.

What next?

If you’d like any more information about how these features, or any of the 24R3 enhancements will affect your CRM users, please get in touch.

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