1. Home
  2. /
  3. Veeva
  4. /
  5. Veeva Systems – Customize your best Life Science CRM

Veeva Systems – Customize your best Life Science CRM

Categories: Veeva

Veeva Systems include various solutions for the Life Science industry. It is adopted by more than 1000 customers around the world, including many Pharmaceutical and Health Care companies such as L’Oreal, Astra Zeneca, Jassen, Zuellig, etc. As Veeva Preferred Partner, Trueson would like to introduce some helpful steps to enhance customer relationships and optimize operations for Veeva users.

What do Veeva Systems do?

Veeva Systems

Veeva Systems provides cloud-based software solutions specifically designed for the life sciences industry. Their primary offerings include:

  1. Veeva CRM (Customer Relationship Management): Veeva CRM is a comprehensive customer relationship management system tailored for pharmaceutical, biotechnology, and medical device companies. It helps sales and marketing teams effectively manage customer relationships, track interactions, and streamline sales processes.
  2. Veeva Vault System: Veeva Vault is a content management platform that enables life sciences companies to manage and control their critical documents and data securely. It provides capabilities for document management, quality management, regulatory submissions, clinical trial management, and more.
  3. Veeva Vault Clinical Suite: Veeva Vault Clinical Suite is a set of applications designed to streamline and improve clinical trial processes. It includes Vault eTMF (electronic trial master file) for managing trial documentation, Vault CTMS (clinical trial management system) for study operations, and Vault Study Startup for streamlining study startup activities.
  4. Veeva Commercial Cloud: Veeva Commercial Cloud encompasses a suite of applications and services aimed at supporting commercial operations in the life sciences industry. It includes solutions for brand management, multichannel marketing, data analytics, and compliance.
  5. Veeva OpenData: Veeva OpenData is a comprehensive and accurate global reference data solution for life sciences organizations. It provides reliable data on healthcare professionals, healthcare organizations, affiliations, and more, which can be integrated into CRM and other systems for improved targeting and engagement.

Veeva Systems’ solutions are focused on enhancing efficiency, compliance, and collaboration within the life sciences industry, addressing the unique needs and regulatory requirements of pharmaceutical, biotechnology, and medical device companies.

How to customize your Veeva CRM?

Customizing the Veeva CRM to fit your organization’s unique needs involves several steps. Trueson’d like to suggest you some general steps, as follows:

  1. Identify your organization’s unique needs: Before customizing Veeva CRM, you should identify your organization’s specific needs. This could include custom data fields, specific sales processes, unique reporting requirements, or other features.
  2. Evaluate the available customization options: Veeva CRM provides several customization options, such as custom objects, custom fields, workflows, page layouts, validation rules, and custom buttons. You should evaluate the available options and determine which ones will best meet your organization’s needs.
  3. Define the scope of the customization: Once you have identified your needs and evaluated the available customization options, you should define the scope of the customization. This includes determining which customizations you want to implement, how they will be configured, and who will be responsible for managing them.
  4. Create custom objects and fields: If you need to store additional data in Veeva CRM, you can create custom objects and fields. This will allow you to track unique information that is specific to your organization.
  5. Create custom workflows: Workflows can be created to automate business processes and ensure that data is processed correctly. You can create workflows to automate approval processes, email notifications, or other tasks that are unique to your organization.
  6. Customize page layouts: Page layouts can be customized to match your organization’s unique sales processes. You can add or remove fields, reorder fields, or create new sections to help your users navigate the system more efficiently.
  7. Create validation rules: Validation rules can be created to ensure that data is entered correctly and meets your organization’s specific requirements. For example, you can create validation rules to ensure that certain fields are required, or to prevent certain values from being entered.
  8. Create custom reports and dashboards: Veeva CRM provides several reporting and dashboard options that can be customized to match your organization’s needs. You can create custom reports and dashboards to track key performance indicators, monitor sales activity, or analyze customer data.
  9. Test and deploy the customizations: Once the customizations have been created, they should be tested thoroughly to ensure that they are working as expected. After testing, the customizations can be deployed to production for your sales team to use.

In conclusion, customizing Veeva CRM to fit your organization’s unique needs is a multi-step process that requires careful planning and evaluation of the available customization options. By implementing the steps mentioned above, you can create a system that helps your sales team work more efficiently and drive success. It’s important to test and deploy the customizations thoroughly to ensure that they work as expected and meet your organization’s specific requirements.

Unlocking the Potential of Veeva Systems through Customization with Trueson

With the right approach and resources, you can customize Veeva CRM to fit your organization’s unique needs and achieve your sales goals. Let Trueson help you with our Veeva Consultancy services.

LEAVE YOUR MESSAGE to talk to our Veeva consultants!


Veeva CRM Developer Portal, https://developer.veevacrm.com/

Veeva CRM Administrator Guide, https://crmhelp.veeva.com/doc/Content/CRM_topics/Administration/Administrator_Guide.htm

Veeva CRM Customization Guide, https://crmhelp.veeva.com/doc/Content/CRM_topics/Customization/Customization_Guide.htm

Veeva CRM Community, https://community.veeva.com/community/veeva_crm

Veeva CRM Training, https://www.veeva.com/training/veeva-crm/

Related posts