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How to Use the Medical CRM App in Veeva CRM for MSL Teams

Healthcare

The Medical CRM app in Veeva CRM is tailored for MSL teams and is identifiable by its blue icon. This app facilitates tracking scientific interactions and managing KOL (Key Opinion Leaders) relationships, all without the need for a separate license.

The primary differences between the Medical and Commercial apps are their color and naming conventions: “Call” is termed “Interaction,” and “Account” is referred to as “Stakeholder.”

What is the Medical app?

The Medical CRM app is designed specifically for MSL teams, with a distinct blue app icon. This app allows MSLs to track scientific interactions, manage KOL (Key Opinion Leaders) relationships, and deliver insights to their organizations.

Do we need a separate license from the Veeva medical app?

No, a separate license is not required to use the Medical CRM app in Veeva CRM. It’s integrated into the platform without any additional licensing needs.

Difference between Medical and Commercial apps?

The main difference between the Medical and Commercial apps in Veeva CRM lies in the color and naming conventions. While the Medical app has a blue color, the Commercial app uses different terminology:

  • “Call” is referred to as “Interaction.”
  • “Account” is called “Stakeholder.”

How to Configure the Medical CRM App

To set up the Medical CRM app for MSLs, follow these configuration steps:

  1. Grant Access to the Application Label: Ensure that the appropriate fields and objects are accessible to the users who will be utilizing the Medical CRM app.
  2. Update Custom Application Field: For users using the Medical app, update the custom application field on their user profile to “Medical.” Non-medical users should have this field set to “None.”
  3. Ensure Field-Level Security: Properly configure field-level security for the medical users to ensure smooth operations.

Displaying the Company Logo on the iPad Home Tile

For teams using iPads with the blue Medical app, you can display your company logo on the home screen by following these steps:

  1. Create a Document: Name the document “vmobile-image-medical.png” and place it in the images folder.
  2. Grant Folder Access: Ensure that the users have access to this folder so the logo can be displayed on the home tile.

Key Benefits of the Medical CRM App for MSL Teams

  • Streamlined KOL Management: Easily track and manage interactions with KOLs and stakeholders in one place.
  • Data-Driven Insights: Access real-time reports and analytics to improve engagement strategies.
  • Optimized Workflow: The app simplifies scheduling, reporting, and compliance, allowing MSLs to focus more on their scientific engagements.

Conclusion

The Medical CRM app in Veeva CRM is a powerful tool designed to support MSL teams in managing stakeholder relationships, ensuring compliance, and improving productivity. With proper configuration and understanding of its features, MSLs can enhance their daily operations and deliver greater value to their organizations.

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