Why present CLM content remotely?

Remote CLM presentations allow HCPs to view CLM content on their own devices during calls with a sales rep.

Remote CLM presentations track the rep’s activity as they control the CLM content viewed by the HCP. This provides valuable insights into how the rep guides the interaction and offers a clear view of engagement.

What are typical use cases?

Typical use cases for using Remote CLM include:

  • Augmenting a phone call with visuals

  • Remotely presenting content to HCPs on their devices

What are the available apps & platforms?

The specific apps available to sales reps are configured by admins. Channels include:

  • Messages (SMS)

  • WhatsApp

  • LINE

  • LINEWorks

What content can I share?

Content must be designated as Remote CLM content to be used by sales reps.

The following content formats are supported:

  • Images

  • Videos

  • PDFs

  • HTML

To allow a CLM presentation synced from PromoMats/MedComms to be shared via remote CLM, content admin users in PromoMats/MedComms must ensure the Publish for Veeva CRM (publish_for_veeva_crm_remote_clm__v) field is selected on the presentation. This field maps to the allow_remote_clm__v field on the clm_presentation__v object in Vault CRM, which determines whether the button to start remote CLM for the presentation displays to users.

How can I start a remote presentation? 

To remotely present CLM content:

  1. Navigate to the Media tab.

  2. Select the content’s tab, for example, CLM Presentations, My Presentations, Favorites, etc.

  3. Select the content’s corresponding All Actions menu.

  4. Select Present Remotely.

  5. Select the attendee’s account and Call Record type.

  6. Select the presentation’s invite method.

  7. Share or send the invite to the attendee(s).