CRM Desktop (Windows)

The CRM Desktop (Windows) app is a companion app to the Browser platform, enabling users to access their CLM media libraries and present content to HCPs whenever they need, knowing all activity, including content previewing and Save for Later calls, is tracked. Users can also host Engage meetings and import records for Vault CRM using the Data Grid Loader. Any data created 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.