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Overview

What is Veeva CRM?

Veeva CRM is an enterprise customer relationship management application for pharmaceutical, biotech, consumer health, and animal health companies. CRM supports field sales and medical teams, including primary care, specialty care, key accounts, retail sales, and medical science liaisons.

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Recent Reviews

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Veeva's CRM system offers a range of features for specific businesses, making it a valuable tool for sales professionals. With the ability …
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Veeva CRM Review

9 out of 10
April 18, 2018
Veeva CRM is used by our marketing team to record discussion they have with the Doctors, nurses and other staff members at the …
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Veeva Medical

8 out of 10
February 02, 2018
Incentivized
Use Veeva Medical to record interactions between field based team members and health care practitioners. Details of the materials …
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Reviewer Pros & Cons

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Pricing

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What is Veeva CRM?

Veeva CRM is an enterprise customer relationship management application for pharmaceutical, biotech, consumer health, and animal health companies. CRM supports field sales and medical teams, including primary care, specialty care, key accounts, retail sales, and medical science liaisons.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Veeva CRM?

Veeva CRM is an enterprise customer relationship management application for pharmaceutical, biotech, consumer health, and animal health companies. CRM supports field sales and medical teams, including primary care, specialty care, key accounts, retail sales, and medical science liaisons.

Veeva CRM enables key capabilities for field teams, including customer profiling, territory and account planning, sampling, and recording field engagement.

Accessible online via a browser and desktop application or with full offline support on the iPad, iPhone, and Android.

Veeva CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(21)
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Reviews

(1-4 of 4)
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December 30, 2023

Veeva CRM - End User View

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Veeva CRM in a US-based Pharma organization. We use the CRM tool to connect with Medical Reps, Sales Executives, and the planning teams. They use the application for strategic sales planning using its dashboard.
  • Commercial Cloud
  • Sunrise UI
  • Multi device support from browser, iOS devices
  • Closed Loop Marketing
  • Inventory Monitoring
  • Order Management
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.
Sales Force Automation (9)
91.11111111111111%
9.1
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
90%
9.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (2)
100%
10.0
Case management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
85%
8.5
Lead management
90%
9.0
Email marketing
80%
8.0
CRM Project Management (3)
96.66666666666666%
9.7
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
87.5%
8.8
Custom fields
80%
8.0
Custom objects
70%
7.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
95%
9.5
Role-based user permissions
100%
10.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
90%
9.0
Compensation management
90%
9.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Veeva CRM provides more precise and effective customer engagement which makes the organization/project management to well plan the interactions and deliver better customer experiences.
Compared to other products, the Veeva CRM has better UI and third-party application integrations which helps to effectively plan accounts, execute planned activities, better customer interaction, etc. The tool has integrated data analytics which helps to provide better action and recommendations during the customer interaction. The tool supports mobile devices which helps to use the applications wherever we go from multiple types of devices.
April 18, 2018

Veeva CRM Review

Score 9 out of 10
Vetted Review
Verified User
Veeva CRM is used by our marketing team to record discussion they have with the Doctors, nurses and other staff members at the clinic/hospitals. The system is also used by the clinical research/medical affairs team to review the discussion the marketing team had with the investigators. The system allows the field team to abide the healthcare regulations such as 21 CFR Part 11.
  • 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
  • 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
Veeva CRM can be customized based on your company needs so while implementing the system teams should define what they want to do with the system. As such the application is well suited for companies who are well established and know what they are looking for their marketing team. The system saves a lot of time for the field monitors and allows them to target their customers in a more customized manner.
Sales Force Automation (9)
78.88888888888889%
7.9
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
70%
7.0
Interaction tracking
70%
7.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (1)
80%
8.0
Case management
80%
8.0
Marketing Automation (2)
75%
7.5
Lead management
70%
7.0
Email marketing
80%
8.0
CRM Project Management (3)
83.33333333333334%
8.3
Task management
80%
8.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
70%
7.0
Pipeline visualization
90%
9.0
Customizable reports
70%
7.0
Customization (4)
82.5%
8.3
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
80%
8.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
85%
8.5
Social data
80%
8.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • The system has allowed our field staff to be more efficient
  • Target marketing based on the data analytics
Veeva CRM is solely targeting life sciences industry so they understand all the regulation and compliance related to this industry. As Veeva has other platforms for pharma industry mainly in R&D section so Veeva understands the importance of making sure that their software is compliant with all the regulations. Veeva CRM has the flexibility to be customized based on your needs
Score 7 out of 10
Vetted Review
Verified User
Incentivized
A number of companies I support use Veeva CRM predominantly to capture pharma reps' activities - interactions between field based team members and healthcare professionals, such as GPs, nurses and Key Opinion Leaders. The outcome of those interactions is recorded in the systems, and an external solution is used to run reports and analyse the findings. Veeva CRM is also used to capture product discounts, as well as for territory alignment.
  • Good iPad version of the product - easy to install, navigate and synchronise (virtually real time, unlike some other solutions out there)
  • As Veeva CRM has been pretty much de facto pharmaceutical CRM, there are many 3rd party solutions that integrate well with Veeva
  • It's built of Salesforce platform, which may not offer the prettiest of the UIs out there but it is pretty robust.
  • 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
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.
Sales Force Automation (9)
72.22222222222223%
7.2
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
60%
6.0
Quote & order management
50%
5.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
80%
8.0
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
65%
6.5
Lead management
70%
7.0
Email marketing
60%
6.0
CRM Project Management (3)
63.33333333333333%
6.3
Task management
80%
8.0
Billing and invoicing management
70%
7.0
Reporting
40%
4.0
CRM Reporting & Analytics (3)
56.66666666666667%
5.7
Forecasting
50%
5.0
Pipeline visualization
60%
6.0
Customizable reports
60%
6.0
Customization (4)
55%
5.5
Custom fields
50%
5.0
Custom objects
50%
5.0
Scripting environment
50%
5.0
API for custom integration
70%
7.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • 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
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).
February 02, 2018

Veeva Medical

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Veeva Medical to record interactions between field based team members and health care practitioners. Details of the materials discussed during the meeting as well feedback from the HCPs are recorded.
  • 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
  • Configuration flexibility specific to Medical continues to be a challenge to differentiate from Commercial
  • Standardization of permissions and customization across teams
  • Pricing
It is easier to implement when teams are smaller. Additional, team-specific needs are difficult to balance. Medical assignment of accounts can be more relationship based and less territory based so customization around this purpose may be necessary.
Sales Force Automation (9)
34.44444444444444%
3.4
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
50%
5.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
3.333333333333333%
0.3
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
10%
1.0
Customization (4)
67.5%
6.8
Custom fields
90%
9.0
Custom objects
90%
9.0
Scripting environment
N/A
N/A
API for custom integration
90%
9.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Credible activity reports to share with other stakeholders
  • Tracking strategic relationship management against goals of team
  • Feedback from field easily captured to bring insights back into company
Better for field based medical personnel when recording Medical calls.
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