Migrating CLM (Closed-Loop Marketing) and eDetailing content between regulated commercial platforms can be complex, time-consuming and high-risk for pharma brands. Whether moving content between platforms such as Veeva, Salesforce Life Sciences Cloud, IQVIA OCE, BigTinCan (Agnitio) or other environments, maintaining compliance, accuracy and consistency is critical.

Heartbeat™ automates the migration of CLM and eDetailing content across leading CRM platforms, including Salesforce Life Sciences Cloud and Veeva, as well as IQVIA and BigTinCan (Agnitio). Our automated approach enables faster migrations while maintaining compliance, data integrity and operational continuity.

Why Automate Content Migration for Pharma Brands?

Pharmaceutical brands often face significant challenges when transitioning CLM and eDetailing content between regulated commercial platforms. Without automation, these transitions can introduce risk, delay and unnecessary operational effort.

Time-Consuming Manual Migration

Manually migrating CLM presentations and eDetailing content is slow, resource-intensive and prone to human error. This can impact productivity, introduce inconsistencies and delay critical commercial activity.
Compliance Risk

Meeting strict regulatory requirements, including GDPR and other regional compliance standards, is non-negotiable. Manual processes increase the likelihood of errors or omissions, exposing organisations to compliance, legal and financial risk during migration.
Content Integrity and Continuity

Preserving the structure, quality and accuracy of CLM and eDetailing content is essential to maintain engagement, consistency and business continuity. Poorly managed migrations can disrupt field teams and dilute the effectiveness of approved materials.

By automating content migration, Heartbeat™ helps pharmaceutical brands overcome these challenges by reducing risk, protecting content integrity and maintaining operational efficiency throughout the transition process.

Key Features of Heartbeat’s Content Migration Solution

Automated Migration Across Platforms

Heartbeat™ automates the migration of CLM presentations and eDetailing content across regulated commercial platforms, significantly reducing manual effort. The platform preserves content structure, layout and functionality when transitioning between environments, whether moving from Veeva to Salesforce Life Sciences Cloud or between other supported platforms.

Regulatory Compliance

Compliance is critical in the pharmaceutical industry. Heartbeat™ supports migration processes that align with GDPR and other applicable regulatory requirements, helping teams maintain appropriate data protection, auditability and control throughout the transition.

Data Integrity and Content Quality

Heartbeat™ maintains the integrity and quality of content during migration, reducing the risk of data loss, corruption or unintended changes. This ensures that migrated content remains accurate, consistent and ready for use in the target environment.

Increased Speed and Operational Efficiency

By automating key steps in the migration process, Heartbeat™ reduces downtime and shortens transition timelines. This allows teams to focus on core commercial activities such as content planning, engagement and campaign execution rather than manual rework.

Comprehensive Testing and Validation

Before finalising migration, Heartbeat™ supports structured testing and validation to confirm content accuracy, functionality and readiness for deployment. This includes checking interactive elements, layouts and compliance-related requirements to ensure migrated content performs as expected on the destination platform.

How Heartbeat’s Automated CLM Migration Process Works

Initial Assessment

We work closely with your team to assess your existing CLM and eDetailing content, along with the source and destination platforms. This ensures a clear understanding of scope, dependencies and regulatory considerations before migration begins.

Content Audit

Heartbeat™ performs a structured audit of your CLM presentations and eDetailing content to identify potential risks, dependencies or platform-specific elements that may require attention during migration.

Migration Planning

Based on the assessment and audit, we define a clear migration plan that outlines the automated approach, validation steps and sequencing required to minimise disruption to ongoing operations.

Automated Conversion and Transfer

Using rules-based automation, Heartbeat™ converts and transfers content efficiently while preserving structure, layout and functionality. This significantly reduces manual effort and accelerates the migration timeline.

Validation and Go-Live

Following migration, content is validated to confirm accuracy, functionality and readiness for use on the destination platform. Once approved, content is made live to support a smooth transition for end users.

Unlocking Real-World Impact for Pharma Brands

Heartbeat™’s automated migration solution removes the operational burden of content migration. By safeguarding compliance, preserving data integrity, and minimising downtime, we help pharmaceutical brands transition platforms faster, reduce risk, and maintain business continuity.

FAQs

Can you migrate CLM and eDetailing content between Veeva and Salesforce Life Sciences Cloud?

Yes. Heartbeat automates the migration of CLM and eDetailing content between platforms such as Veeva and Salesforce Life Sciences Cloud, helping teams move faster while maintaining content quality, compliance requirements, and data integrity.

What CLM content types can be migrated from Veeva to Salesforce Life Sciences Cloud (and vice versa)?

Typical CLM assets include presentations, shared components, media files (images and video), references, links, and navigation structures. The exact scope depends on how the content was built and what functionality needs to be preserved in the target platform.

How do you preserve navigation and interactivity when migrating CLM content?

We map existing navigation and interactive elements to equivalent patterns supported in the target environment. Where needed, we rebuild custom navigation and interactive behaviours so the user experience remains consistent and the content remains maintainable.

How do you handle compliance and medical legal regulatory requirements during migration?

We migrate approved content in a controlled way that preserves references, required safety information, and auditability. The target output is structured to support your review process and reduce the risk of introducing untracked changes during migration.

Can you migrate analytics or engagement tracking when moving from Veeva to Salesforce Life Sciences Cloud?

We can preserve or re-implement key tracking requirements by configuring event capture and clickstream patterns in the target environment. The approach depends on what is currently tracked and how you intend to report in the destination platform.

Do you support migrations for global to local content variants?

Yes. We support migrations where content needs to be reused across markets, including modular structures and variant management. This helps reduce duplicated rebuild effort and supports faster localisation cycles.

How long does a typical Veeva or Salesforce Life Sciences Cloud CLM migration take?

Timelines depend on the number of assets, complexity of interactivity, and how many variants exist. Heartbeat reduces manual effort and accelerates delivery, but the best estimate comes from a quick assessment of your content inventory and target requirements.

Can Heartbeat migrate content from IQVIA or BigTinCan (Agnitio) as well?

Yes. Heartbeat supports migrations across multiple CRM and content ecosystems, including IQVIA and BigTinCan (Agnitio), depending on your current implementation and destination platform needs.

Ready to Automate Your CLM and eDetailing Content Migration?

Heartbeat™ streamlines the migration of CLM and eDetailing content between CRM platforms such as Veeva, Salesforce Life Sciences Cloud, IQVIA, and BigTinCan (Agnitio). Our automated approach delivers faster, more efficient migrations while maintaining quality, compliance, and data integrity. Get in touch to see how Heartbeat™ can optimise your migration and support ongoing customer engagement.

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