Claritysoft vs. Veeva CRM

Great software for keeping track of things you've done or need to do with certain customers or potential customers.

Incentivized

Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.

Incentivized

• Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
• It also is great for having one depository for quotes and opportunities you and your company are working on.
• The marketing function seems to also work really well for sending out and tracking email campaigns.

Incentivized

• Commercial Cloud
• Sunrise UI
• Multi device support from browser, iOS devices

Incentivized

• Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
• Would like to see each page be able to bring up more then 100 clients at a time.

Incentivized

• There is no offline version of the app so it is hard for field staffs to access where internet connectivity is not strong
• Can be expensive specially for a smaller company as it is based on SAAS platform

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.

Incentivized

Better for field based medical personnel when recording Medical calls.

Incentivized

• Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
• The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
• Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.

Incentivized

• Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities.
• Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly.
• Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches

Incentivized