Square Customers vs. Veeva CRM

Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!

Incentivized

Veeva CRM is best used in areas of Pharma companies or Animal Health based organizations. It adapts to the Health regulations which makes it easier for inventory and order management.

Incentivized

• User friendly interface
• Easy to keep track of clients

Incentivized

• iPad views are easy to navigate
• Sharing of media within platform helps keep record of what materials were used in the interactions
• Data extraction via API is easy

Incentivized

• Inability to transfer funds to bank in real time (PayPal offers this option, for a fee)
• The option to create a website on Square is very limited. We opted to integrate the Square appointment setting tool into our site, as the site Square offered was subpart.
• Google calendar integration is now a premium feature, and it used to be included!

Incentivized

• The UI is a bit outdated and the system is somewhat lacking flexibility overall
• The reporting functionalities are very limited - it's great to gather data but a 3rd party solution is needed to get some meaning out of it
• Pricing. Veeva are big and therefore not that flexible. This does not make them the most small/midsize customer friendly

Incentivized

A lot easier to get your head around and fewer pieces of software are required to manage clients' projects and systems.

Incentivized

Have not had to use their support. I've read a help article that worked to provide the answer for that particular question but I haven't had to reach out to a live person.

Incentivized

A lot easier to use than Infusionsoft!!

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

• This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
• All of my initial equipment was free and there were no startup costs so my return was immediate.
• The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.

Incentivized

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