Events Management Overview
Events Management is an additionally licensed application in Vault CRM specializing in planning and executing events of all types and sizes, in both national and international environments. Events Management is highly configurable, enabling admins to organize processes that ensure both compliance and efficiency.
Users require an Events Management License. See Vault CRM Licensing Overview for more information.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Events Management has different types of users in Vault CRM, each of them with unique roles and responsibilities:
-
Business Admin User
- Creates configuration records for matching event types and countries that control event layouts, available actions, and other workflow-related rules
- Creates Event Business Rules to validate values input by the organizer during the event planning stage, preventing errors
- Creates sign-in screens, print templates, and signature disclaimers to be used across multiple events
-
End User
- Plans events, including adding the appropriate budgets, speakers, attendees, event materials, etc.
- Provides either a digital or QR Code® sign-in screen to event attendees
- Reconciles any walk-in attendees who attended the event, but were not added as attendees prior to the event
- Hosts virtual events via Zoom using Engage
Examples of an Event in Events Management
An Event is defined as any gathering to educate healthcare professionals on product usage, but there are many variations of what is considered an Event:
|
Type |
Details |
|---|---|
|
Speaker Program |
A common type of event where an HCP speaks to another group of HCPs about a product and its correct usage. |
|
Speaker Training |
An event where a group of speakers are trained by a pharmaceutical company to speak about a particular product or topic. |
|
Advisory Board |
A meeting including several retained experts that guide a pharmaceutical’s product and marketing strategy. |
|
R&D Committees |
Meetings between experts who advise on R&D trial design and execution. |
|
Investigator Meeting |
Meetings to train HCPs on how to conduct clinical trials. |
|
Individual Sponsorships |
Sponsoring an HCP to attend an event that is not organized by the pharmaceutical company. |
|
Event Sponsorship |
A pharmaceutical company sponsors an event in exchange for some marketing benefit at the event. |
|
Scientific Exchange |
A session at a congress where an HCP or a company employee share information with an audience about a research finding. |
|
Preceptorship |
Sponsoring an experienced HCP to train one or many inexperienced HCPs, usually in an institutional setting. The inexperienced HCPs are also compensated for their time in undergoing the training. |
|
Exhibits |
Renting floor space at a large event for marketing purposes. |
|
Patient programs |
Pharma-organized events for patients using their products. Can include an HCP and patient speakers. |
|
Consulting |
A transaction between pharmaceutical companies and HCPs where the HCP is contracted to provide some deliverable, such as a paper or presentation content. This content is typically used at other events. |
