Get More From Veeva Presentations With Dynamic Data

Standard Closed-Loop Marketing Features

Veeva's Closed-Loop Marketing (CLM) features make it easy for users to create interactive visual content needed to engage with customers and any other key contacts. It's a pretty handy feature, and let's users share and re-use content to make their lives easier. Users can pull in info from Veeva Vault into the presentations, but the data pulled in will normally be static. Meaning, if that data changes, the presentation (any others that came from it) are now out of date. It can be a heavy lift to make sure every piece of data is updated every time a presentation is used. And that, is where dynamic data can be an absolutely wonderful time-saver for Veeva users.

Dynamic data allows you to create interactive and personalized presentations that are tailored to the specific needs of each individual customer or prospect. This can help you to better engage with your audience, as well as to deliver more relevant and targeted messages that can adapt to the recipient.

Incorporating Dynamic Data

There are a number of different ways that you can incorporate dynamic data into your Veeva CLM presentations. One way that we dip into often is using real-time data feeds that allow you to display up-to-the-minute information about your product or your audience. This is a great benefit to both you and the customer. The customer gets the most updated information, and your teams don't have to spend time updating, searching, and working on adding the latest information. And you significantly reduce the risk of presenting out of date or incorrect information. You can also use data from your CRM or other systems to personalize your presentations based on the customer's previous interactions with your company, making your presentations more appropriate based on where they are in the buying cycle.

A screenshot of a piece of content using dynamic data
As the information here updates, this content will automatically update for all users of the content

Another option is to use interactive charts, graphs, and other visualizations that allow your audience to explore the data in real-time. This can be particularly effective for presenting complex information or demonstrating the impact of different scenarios or options. Giving the customer the ability to deep-dive on their own and not be limited to static visualizations is a fantastic method for increasing the engagement in presentations and can help the customer answer some of their own questions.

Overall, using dynamic data in your Veeva CLM presentations can help you to create more engaging, personalized, and effective presentations that are better able to connect with your audience and drive results. Additionally, dynamic data can also help you to track and measure the effectiveness of your presentations. By collecting and analyzing data on how your audience is interacting with your content, you can gain valuable insights into what is working and what isn’t. This can help you to refine your messaging and presentation style to better resonate with your audience and drive greater success, and ultimately, close more deals