Veeva Medical
Anonymous | TrustRadius Reviewer
February 02, 2018

Veeva Medical

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Veeva CRM

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
  • 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.
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.

Veeva CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
5
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
1
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
10