intelligent engagement€¦ · deep dive & demo: veeva crm events management jenna...

Intelligent Engagement3 – 5 December 2019 | Barcelona

#VECMS

Deep Dive & Demo: Veeva CRM Events Management

Jenna Sherlock-Goudet Erik Dózsa Martino TomizioliManager, Commercial Strategy Senior Product Manager Senior Solution Consultant

3#VECMS |Copyright © Veeva Systems 2019

Challenges in Events Management

Multiple Technologies

Coordination& Visibility

ComplexProcesses

Compliance Adherence


Approval Workflows

Key Requirements

Compliance & ToV Reporting

HCP Identification

Budget & SpendCollaboration


Integrated Benefits

Embedded

Compliant Simplified


Global Transparency Regulations

LAW(strict regulation)

CODE(guidelines)


EU Transparency Regulations

EFPIA

Full legislature

Partial legislature

Local anti-corruption law

End-to-end Management of Events



Fair market value

Budget planning

Event creation

Budget allocation

Estimated expenses

Estimated attendance

Documents

Topic selection

Venue selection

Vendor selection

Country and event specific approvals

Multi-step approvals

Delegate approvers

Attendee selection

Speaker selection

Email invitations

Print invitations

Contracts

Contract (e-signature)

Final & approved documents

Registration portals

Logistics

Event declaration

Sign-in

Virtual events

Event application

Actual expenses

360 activity history

Actual documents

Follow-ups

Transfer of value

Spend reporting

Payments

Planning Approval Getting Ready Execution ClosurePlanning Approval Getting Ready Execution Closure



Fair market valueBudget planning

PortalsLogistics

Event declarationOther contracts

Contract e-signature

Event application Transfer of valueSpend reporting

Payments

Partners, Technology partners, Data warehouse/Data lake

Events Management | Approved Email | Vault PromoMats | Engage Webinar

Planning Approval Getting Ready Execution Closure

Event creation

Budget allocation

Estimated expenses

Estimated attendance

Documents

Topic selection

Venue selection

Vendor selection

Country and event specific approvals

Multi-step approvals

Delegate approvers

Attendee selection

Speaker selection

Email invitations

Print invitations

Speaker contracts

Final & approveddocuments

Paper sign-In

Digital sign-In

QR sign-In

Walk-In registration

Virtual events

Actual expenses

360 activity history

Actual documents

Follow-ups


HQ-led Events

MarketingCloud

Invitations & Registration Portal


Rep-led Meetings

Sign-in & Submit Expenses to

Concur

Event Email Follow-ups with

Survey

Events Around the Globe


From Simple to Advanced

GlobalRegional

Complexity

1 org Usually 1 org Usually multiple orgs

Local


Cross-org Scenarios

MDM (Master Data Management)

Global Data Warehouse

Business Intelligence

Strong CRM Governance