CLM (Closed Loop Marketing) presentations are the materials that medical representatives show to a doctor during a visit. Proxima CRM supports several file formats, and the format you choose determines what the system can do with the presentation: whether it can collect detailed statistics, how it behaves on the screen, and what the requirements for the file are.

This article describes the supported formats and the requirements for each of them.

Supported formats

Requirements for interactive presentations (ZIP)

File structure

• Each slide is a separate HTML file, and all HTML files are placed in the root of the ZIP archive.
• Slide previews in JPG or PNG are placed at the same level as the slides.
• The archive must contain a slides.json file that describes the structure of the presentation.
• File and folder names may contain Latin characters only.
• The maximum size of a presentation is 300 MB. Larger presentations must be agreed separately with the project manager.

Structure file (slides.json)

A presentation consists of slides grouped into scenarios. Each slide is described by the following fields:

Example:

{
  "slides": [
    {
      "mapname": "crosscrm_api_docs",
      "name": "add-slide-num-info",
      "filename": "00-slide-add-slide-num.html",
      "preview": "00-preview-add-slide-num.png",
      "position": 0,
      "ishidden": 0
    }
  ]
}

Graphic requirements

• Android: the slide resolution must match the screen resolution of the tablet. If the tablet has on-screen Home and Back buttons, subtract their height. The slide must not extend beyond the screen horizontally.
• iOS: the slide aspect ratio is 4:3 (except for iPad Pro 2018), and the resolution must match the screen resolution of the tablet.
• Preview: 300 × 225. On retina displays, 1 point equals 2 pixels.
• Orientation: interactive presentations are always shown in landscape, and screen rotation is locked.

Requirements for PDF presentations

• Navigation works through links inside the document and by swiping between pages, and a slide navigator is available, as in interactive presentations.
• The preview is generated automatically when the file is uploaded to CLM Manager.
• Zoom is always available and cannot be turned off.
• Orientation is not locked: the user can rotate the screen, and the document adapts to it.
• If the presentation is configured for it, a representative can send the PDF to the doctor's email directly from the visit.

Large files are compressed automatically on upload. By default, images are compressed to 300 dpi, which keeps the quality suitable for detailed materials such as tables and small print. If a smaller file size is more important, or if the document must keep its original quality, ask your project manager to change the compression level.

Requirements for video and images

• Video is played in the built-in player and can be opened in full screen.
• Orientation is not locked, and the proportions are defined by the file itself. If they do not match the screen, the free area is filled with black.
• Slide-by-slide statistics are not collected for these formats: the system records only that the file was opened.

What the system records

During a presentation, Proxima CRM records:

• the time spent on each slide, for interactive presentations and PDF;
• likes given to individual slides;
• answers given on slides, and agreements with the doctor, if the presentation is built to collect them;
• the fact that a file was opened, for all other formats.

Presentations in the web application

PDF, MP4, and PNG files open directly in the browser. If a presentation is configured as downloadable, users can also save the file to their device.