Veeva CRM v27 release

In diesen Tagen wird die Version 27 von Veeva CRM veröffentlicht. Wie auch schon für die v26 möchten wir hier einen kurzen Überblick über die aus unserer Sicht wichtigsten Features geben – manches davon kleinere, aber lange erwartete Features.

Core CRM:

  • Man kann die Timeline View nun als Default-Einstiegspunkt für die Account-Ansicht machen
  • GPS Stamping gibt es nun auch für den Besuchsbericht. Erfordert natürlich Klärung hinsichtlich Arbeitnehmerrechten
  • Der Account Plan hat nun auch Account Tactics – Aufgaben zur Erfüllung des Plans
  • Events sind nun ein Channel im MCCP
  • Persönlich ein Highlight für mich: im Order Management sind nun die Produkte gruppierbar:

om assortments

  • Es gibt nun eine Möglichkeit aus den Call Objectives heraus, Verträge (Vertragsmitglieder) zu verhandeln
  • Medical CRM hat nun einen neuen Activity Type: medical discussions
  • In der timeline view tauchen nun auch clinical trials und publications auf – insgesamt ist die timeline konfigurierbarer geworden und kann nun auch bis zu 1 Monat in die Zukunft reichen
  • Das Event Management ist nun mit dem Salesforce-Approval-Prozess integriert – also Freigaben für einzelne Events
  • Surveys nun auch per approved email
  • In CLM Präsentationen kann nun gesucht werden – dazu gibt es Keywords zu jeder Präsentation
  • Es gibt nun schöne KOL profiles

kol profile

  • Veeva App für Windows wurde weiter verbessert um an Feature-Parität zu arbeiten: Sphere of influence, account hierarchy,

Insgesamt keine „groundbreaking“ features, aber gute und ständige Verbesserung!

Release in der Sandbox war am 27.07. die Produktivumgebungen sind für den 30.07. geplant. Die Release-Notes gibt es hier.

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