Nifty vs. Veeva CRM

I've found myself recommending Nifty to other business owners as well as for personal use. I've personally found it to be invaluable when it comes to:

• Daily / Weekly / Monthly / Quarterly recurring tasks
• Creating templates for company processes such as new product creation, marketing strategy, on-boarding, quarterly goals, content management
• Having forms zapped into a new task from multiple locations ensuring they're never overlooked
• Having clear milestones and timelines for projects
• Communicating on projects, tasks, and just in general
• Assigning different components of projects to different people
• Creating prior requirements that must be completed before completing the task

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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

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• An overview of project timelines and milestones.
• One-on-one or group conversations.
• Tracking the status of projects and tasks.

Incentivized

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

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Independently Invited by TrustRadius

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• Time Expense could be improved since we cannot edit the previous/past time logs entered.
• Lacks expense management and Purchase order management functionality
• Newest product updates are not always stable and I had to reach Nifty's support team a couple of times in the past to fix the issues with new updates e.g. our document management and meeting integrations had to be re-authorized

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

There's no comparison. Nifty does what all of these do all in one place (with the exception of Slack's community aspect with hashtagging - not sure if Nifty can do this, never tried) Nifty even has the ability to import directly from many other platforms - I've personally imported projects from Trello and Asana, saving tons of time in migration.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Better for field based medical personnel when recording Medical calls.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Consistent communications.
• Staying on project schedule.
• Aligned projects with business strategies.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info