CRM Desktop (Windows)

The CRM Desktop (Windows) app is a dedicated and independent app enabling users to interact with HCPs whenever they need, online or offline. Users can launch CLM content from the app, knowing all activity, including content previewing and Save for Later calls, is tracked. Any data created offline automatically syncs when the user connects to the internet.

For example, you have a face-to-face call with an HCP at a hospital and bring her laptop to display content. Though you are unable to connect your laptop to the hospital’s internet, you can still navigate to your media library and display content. Right before the call, you create a custom presentation tailored to the HCP's concerns about clinical trials from your previous meeting. When you are ready to present, you launch the presentation in Presentation View, initiating Save for Later call mode, and navigate through the slides with the HCP. Later, when you reconnect to the internet, the custom presentation you created and the Save for Later activity tracked for the call automatically sync online, and you can associate the Save for Later activity with a call report in the browser.