Contactability vs. Veeva CRM

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.

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

• The software reporting system is really clean and works well and they are good at sending you leads.
• Their customer service is also willing to work with you and they really tried to help me improve our ROI.
• Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.

Incentivized

• Easily accessible with any devices such as ipads, iphones and desktop
• Data mining - system provides insightful information to users which are targeted for each customer
• Increases productivity of field staffs

• Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
• The software training videos were confusing to non technical users.
• We encountered bugs with the use of Windows 10. Some of the futures were bugged.

Incentivized

• Configuration flexibility specific to Medical continues to be a challenge to differentiate from Commercial
• Standardization of permissions and customization across teams
• Pricing

Incentivized

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.

Incentivized

As Veeva CRM is built on Salesforce' platform, both solutions have rather similar look, feel and offered set of functionalities. Veeva CRM is geared up specifically for the pharmaceutical industry - to my understanding, there is an agreement between the companies, preventing Salesforce.com from stepping into the pharma market. So if you are familiar with the Salesforce.com experience - from the solution to their implementation, training and support approaches - you can expect similar from Veeva (CRM).

Incentivized

• We got our people to become more open minded in trying new software and exploring options for automation.
• Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
• Once used correctly, we did have a large increase in the number of new clients that our office handled.

Incentivized

• The system has allowed our field staff to be more efficient
• Target marketing based on the data analytics