Getting Started with Veeva CRM Approved Email

What is Veeva CRM Approved Email? 

Veeva CRM Approved Email is an email solution built into Veeva CRM which enables pharma organisations to send tailored, personalised and approved email content to customers. Content can be compiled quickly by field sales reps to ensure that it is personalised and relevant to the individual customer and their needs.

With Veeva Approved Email, sales teams can share resources, arrange virtual meetings and send post meeting follow up communications to customers, all in a compliant manner. With 58% of HCPs preferring email communications over other channels, Veeva Approved email is a vital tool for pharma organisations. Veeva customers are reported to generate a 40% open rate with Approved Emails, helping sales reps to increase their reach by ensuring that HCPs receive relevant and engaging email communications.

How to create Veeva Approved Emails?

The process of creating Veeva Approved Emails is outlined in five steps:

  1. Planning: To ensure the success of an Approved Email project it is important to build a solid foundation; within the planning stage it is vital to establish the content message and how the content will be displayed, generate awareness of any technical considerations and prepare users for the launch. 

  2. Briefing: The process of creating Veeva Approved Emails begins with a discussion between the agency and the customer to determine customer requirements and to integrate Veeva Approved Emails into their marketing strategy. Once a comprehensive understanding of the needs of the customer and the aim of the Veeva Approved Email has been established, the design process can begin. 

  3. Design: Following discussions with the customer over the design of the approved email, the agency will receive the customer assets and can design the email in accordance to the customers goals and requirements.

  4. Build: Once the design has been finalised, the email development process can begin. The agency creates the template against compliance guidelines and submit it for testing once finished.

  5. Approval: Once the email has been approved, the customer can access the template directly via Veeva Vault. At this stage, the approved email enters the final stage of testing and approvals before it can be deployed.

What are the key features of Veeva Approved Email?  

  • Approved Email customers can choose from a selection of compliant email templates including introduction emails, announcements, meeting invitations and post meeting follow ups.

  • Fully integrated with Veeva Vault, Veeva CRM Approved Email provides reps with the ability to access and send relevant approved content to HCPs.

  • Reps gain access to real time metrics, allowing them to track the effectiveness of their Veeva Approved Emails. Reps receive an insight into open rates and can assess reactions to Approved Emails.  

What are the benefits of Veeva CRM Approved Email? 

  • Generate greater efficiency- Expand reach by delivering compliant and frequent email communications to HCPs.

  • Improve open rates- Veeva customers generate a 40% open rate with Veeva Approved Email and an average click through rate 6x higher than the industry average by adopting Veeva Approved Email.

  • Increase engagement- Deliver compliant and engaging content to HCPs, utilising insights to ensure that HCPs are receiving content they are interested in. 

Veeva Approved Email seamlessly integrates into the workflows of reps using Veeva CRM, allowing for compliant and personalised emails to be created with ease. Equipped with a cost effective and efficient solution to creating engaging emails, organisations can ensure that they are creating and distributing compliant email communications rapidly. 

Heartbeat™ Veeva Approved Email Content Authoring Solution is an intuitive, adaptable Content Authoring solution for Veeva customers, empowering content creators with the right tools and capabilities to quickly and easily create and localise compliant Veeva Approved Emails, at scale. Heartbeat™ removes the existing barriers and helps brand teams overcome challenges associated with creating Veeva CRM Approved Emails all the while reducing costs and accelerating speed to market. 

Get in touch to discuss your Veeva Approved Email project. 

I am the Communications Lead at PULSE and I help generate awareness around our solutions. I am passionate about how communications help support our customers in achieving their business objectives.

I have a particular interest in the end to end content supply chain for global pharmaceutical customers; I take a keen interest in the burgeoning trends of healthcare, supported and delivered by digital and its associated technologies.

Working in an innovative and fast-paced industry, I strive to ensure that our communications are clear and focus on the value we create for healthcare professionals, patients, consumers, and shoppers.