Life Science CRM Optimization

Categories: Salesforce, Veeva

Life Science CRM Optimization is crucial in the rapidly evolving life sciences industry for managing customer relationships efficiently. CRM systems prove vital in this respect as they provide solutions for automating activities, facilitating communication with customers, and driving advancement. But when it comes to implementing such systems for the requirements of life sciences companies, it may not be easy. This blog covers the topic of Life Sciences CRM Optimization, orienting the readers on how organizations can benefit from using CRM tools like Salesforce CRM, IQVIA OCE-P, Veeva CRM, etc.

Understanding Life Sciences CRM Optimization

Life Sciences CRM Optimization speaks to the tuning of a CRM or HCP Engagement applications  to improve performance and conform to guidelines all while catering to adapted processes. This includes how the CRM can be set up to accommodate different types and sources of data, additional systems to link with, and the solutions it should offer.

Leading CRM Solutions

Veeva CRM

Veeva CRM is a multichannel customer relationship management application that addresses the needs of regulatory compliance and management of commercial operations.

  • Industry-Specific Features: Includes sample management functionality, multichannel customer engagement, and KOL management among others.
  • Integration with Veeva Vault: Improves document processes and secures the availability of compliant digital content relevant to customer interactions.

Salesforce CRM

Salesforce CRM is renowned for its continuous innovation and capable of adapting to a wide range of uses. For life sciences companies, Salesforce offers:

  • Omnichannel Integration: Simplifies the process of providing consistent messages and customer treatment across channels, including e-mail, phone and social media as well as face-to-face contact.
  • AI Capabilities: Enhances marketing, service, data, and account administration using AI elements that provide forecast results and administrative tasks.

Life Sciences Cloud

Life Sciences Cloud is Salesforce’s AI-Powered product for the healthcare and life sciences industry, to assist Pharma and MedTech Companies engage with Patients and Healthcare Professionals:

  • Unified Data Platform: connecting and harmonizing data into unified profiles that enrich customer engagement.
  • Customer Engagement: streamlines interactions to provide a full view of HCPs across different pharma and medtech teams, offering offline, mobile, e-detailing, and content capabilities (under development)
  • Patient Program Outcome Management: help patient service teams and coordinators capture and automate the impact of their education and support programs.
  • Regulatory Compliance: Meets the regulatory guidelines of the healthcare industry, thus achieving compliance to handle and protect sensitive patient information.


IQVIA OCE-P (Orchestrated Customer Engagement Platform) is a dedicated CRM for the life sciences industry specifically.

  • AI-Driven Insights: Uses AI as a tool for giving anticipatory information and recommendations.
  • Orchestrated Engagement: Unifies different stages and communication tools in the chain for an integrated, customer-oriented approach.

Best Practices for Life Sciences CRM Optimization 

At Trueson, we are a certified Salesforce & Veeva partner with 20+ years of experience in the life sciences domain. As technical experts with deep CRM industry knowledge, we are well-equipped to assist you in understanding how to leverage your CRM solution to its fullest. Get in touch with us today to learn how we can help you with CRM needs and support your organization’s growth.

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