Veeva is an on-line (SaaS) CRM dedicated for pharmaceutical companies.
It is based on Salesforce. So you get most of Salesforce's out-of-the-box capabilities with new fields/forms/workflow.
Before choosing this CRM, we looked at the most dynamic tools available on the market, and if possible close to our business. After many tests and analysis of the specifications, we selected Veeva.
Working for a Animal Health laboratorie, we had to customize it, as our business is not exactly the same as Human Health. It was a good test to verify how easy to customize Veeva is.
As usual, the main thing is to define precisely what you want, but once it's done, Veeva is highly customizable. And quickly. (New) field and/or (new) forms can be on production very quickly (you have a sandbox to play and test), including an high level of security allowing to define what can be done by who, or what is visible or editable, etc. Workflow, specific rules, and triggers are (a bit) more difficult to develop.
My advice is to train internally one person as administrator in order to be very reactive when an update (of your needs, sales and marketing teams have so many ideas !) is necessary.
About the support, the Veeva support is very good (or I was very lucky) : we got a good local support (France) for the launch, and then the Veeva support (one Veeva guy) was very efficient. But when we moved to a global support, made by one of the "Big 4", it was a nightmare to manage.
Where I was disappointed it is about reporting. The reports that you can create are quite limited.
I like the easy and fast customization (forms, fields) for an internal Veeva admin (for example)
What if very useful too, is the import tool, allowing you to import / update and export data of your database.
And of course, as a SaaS, the possibility to access your application and data on any device. I sometimes use my android phone (and somes reps their iphones) to quickly look at what I need (instead of open my laptop, ...) when of course I have a connexion (see below).
Offline app... As for many companies, I have reps on the road all week long, and depending where they are, no 3G/4G connexion. And sometimes, no Wifi in hotel.
So an offline version is very important and usefull.
Currently, only 2 offline versions : one for Windows, but no more maintained, and one for iPad, with an unknown future (and you have to buy iPad for all your fieldforce) ...
So a good way to improve this app should be to provide good offline version on various platforms.
Reports are to be improved too, as the reporting tools and reporting capabilities are very limited.
Veeva CRM Is an extremely simple, intuitive software that helps users with pre-call planning, capturing and recording transactions, and analyzing their daily sales activity. I also appreciate the customer support and involvement by our Veeva solutions consultants. They are extremely invested in our success and work to eliminate barriers and problem areas our users face. Because this is a shared platform, they're not able to fix everything. However, as appropriate, they work really hard to find solutions to our needs.
As mentioned earlier, this is a shared platform. So, there are times where we need a solution. However, that solution would negatively impact other Veeva customers and cannot be implemented to our exact specifications. That is why it is so important to have a solution specialist who can help guide, recommend, and advise on the best way is to fix the issue. In some cases, instead of changing the software, we have changed our internal process(es) for the better. In terms of the online version of the software, the user interface is outdated. Both off-line and online interfaces are scheduled for an overhaul and facelift in 2018. This will help improve the user experience and bring a fresher, more modern feel in the way the software presents.
Provide d a CRM tool for field force
Focused on Life Sciences. CRM tool specifically built for pharma industry. The functionality out of the box allows for a quick implementation
SAAS model can be costly. Without any subject matter experts, managed services could be expensive to support
As a start-up venture with a lot to prove, we needed an innovative, feature-rich solution that would allow us to deliver the kind of edge our clients demand. Veeva gives us that advantage with a comprehensive suite of applications that provide cutting-edge features using the most relevant devices across all channels.
With Veeva iRep, insights from the field are available in real-time so they are immediately actionable. This also gives management access to up-to-date customer information for complete visibility of all customer interactions with reps in the field. It’s a window that gives us the opportunity to improve sales and marketing efforts earlier, and enable our clients to achieve their commercial goals faster. Procare Health provides pharmaceutical companies with outsourced sales support for limited engagements, making it imperative to find an agile CRM that could be easily adapted for each customer’s unique needs. The solution also had to be fast to deploy, allowing Procare to provide its customers a fully functional system right out of the box that would be easily configurable to meet the specific needs of any client quickly. Procare deployed Veeva CRM in just four weeks, dramatically increasing its sales and marketing effectiveness.
workflow is clear and it is easy to populate who you want to send the documents to. I like to have the documents section with everything that is on your workflow, as I sometimes don't read the email notifications
you can't modify all anchors even though sometimes it's incorrect. some of the references and comments don't translate well into other versions of the same document
Veeva CRM is cloud based platform and as such the app is accessible in several devices such as ipad, iphone and desktop. The system abides all the healthcare regulation and compliance. The system allows data mining which enables field staff to customize their marketing strategy based on the customer insight
The system can be expensive as it is based out of SAAS platform. The data cannot be viewed in offline version.
We use Veeva to submit files with tagged references for multiple levels of reviews. I can't say I prefer this over similar programs (eg. Zinc) but it's also not worse. File tagging is tedious and time consuming.
Easy to upload and track the status of reviews, remembers files, so can reference them later
File tagging is a tedious, very time-consuming process