CLM Overview
Vault CRM's closed loop marketing (CLM) functionality allows commercial and medical reps to engage with HCPs and key opinion leaders using compelling visual content hosted in PromoMats or MedComms. Users can display marketing or informational material during calls and track CLM activity for accounts, allowing marketers to gain insight into their targets and improve the content to maximize relevance and effectiveness.
Users can access the following directly from CLM:
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
With CLM, the following users can perform the following tasks:
- Content Creators
- Creating Interactive Content – Using HTML, CSS, and Veeva’s multichannel JavaScript library, content creators can create reusable, compelling, and interactive customer-approved content for end users to present during calls and events
- Integration Users
- Integrating PromoMats/MedComms with Vault CRM – The integration user can customize the connection between CRM and PromoMats/MedComms, including mapping fields between the two systems, and manage the content available for end users and for testing.
- Content Admins
- Managing CLM Content – Content admins can upload content to CRM via FTP or sync content from PromoMats/MedComms, manage how content displays, and control which end users have access to the content. They can also test staged content in CRM using the same flow as an end user to ensure content functions correctly.
- Tracking CLM Activity – Content admins can track activity tied to a CLM presentation, for example, related products, viewing duration of each slide, and reactions to key messages, and use that information to optimize content
- End Users
- Navigating the Media Library – End users can customize the organization of presentations in the media library to simplify navigation
- Displaying Presentations – When displaying content, end users can interact with the media player and connect with other areas of CRM
- Reporting on CLM – End users can view reports and dashboards to observe trends in CLM activity and improve future presentations
