Veeva CRM Training

Veeva CRM Training will assist you in mastering the most advanced and proven CRM software for the life sciences sector. The most essential feature of this CRM is superior multichannel capabilities and real-time data, which assist in engaging consumers in their preferred channels and ways. In fact, employees choose this Veeva CRM to help them enhance the client experience. Veeva CRM has been proved efficient in businesses of all sizes, from start-ups launching their first product to the world’s largest life sciences corporations.

This training will familiarize participants to Veeva CRM features and functionalities, with a focus on how end users and business stakeholders use and value them. By the completion of this course, you will be able to manage account data, interact with product data, record calls, manage call scheduling, and use reports and dashboards in Veeva CRM both online and offline.

Why should you take Veeva CRM Training?

Veeva CRM is the first solution designed particularly for life sciences and the specific requirements of human, consumer, and animal health.

Key Features of Veeva CRM are as Follows:

1. Multichannel Engagement Orchestrated:
   Veeva CRM is a proven life sciences solution for resource planning and coordination across all channels. Veeva CRM Approved Email and the Veeva CRM Engage family enable you to interact with difficult-to-reach HCPs in ways other than face-to-face discussions.
2. Direct Insights at the Point of Execution:
   Veeva CRM MyInsights is a cutting-edge data visualization feature. This helps deliver the correct information to your teams when and where they need it.
3. Anytime, Any Device, Anywhere:
   The Sunrise UI is a next-generation user interface that delivers the correct information to field teams faster, resulting in more productive field teams. Its adaptable design ensures the greatest possible experience across all platforms, including phones, tablets, and laptop computers.
4. Suggestions Based on Data:
   Veeva CRM Suggestions is a rep dashboard that provides tailored recommendations based on data science to assist teams. This helps in determining the best action to take and the best channel to use for each customer contact.
5. Put your customer at the center:
   Improve team planning, execution, and cooperation to provide a tailored customer experience with Veeva solutions.
6. Drive the appropriate actions for more impact:
   Boost field team effectiveness by engaging the right consumers through the right channel.
7. Increase engagement with actionable insights:
   Improve customer interactions by delivering meaningful, data-driven information right at the point of execution.

This Veeva CRM course will also teach you how to Work in Veeva CRM Online and Offline, Describe Object Data, Create Account Lists and Account Views, Use the Global Account Search, View and update product metrics, View the Account Timeline, and Describe Salesforce reporting features.

Why should you choose  Nisa for Veeva CRM Training?

Nisa Trainings is the best online training platform for conducting one-on-one interactive live sessions with a 1:1 student-teacher ratio. You can gain hands-on experience by working on near-real-time projects under the guidance of our experienced faculty. We support you even after the completion of the course and are happy to clarify your doubts anytime. Our teaching style at Nisa Trainings is entirely hands-on. You’ll have access to our desktop screen and will be actively conducting hands-on labs on your desktop.

Job Assistance

If you face any problem while working on Veeva CRM, then Nisa Trainings is simply a Call/Text/Email away to assist you. We offer Online Job Support for professionals to assist them and to solve their problems in real-time.

The Process we follow for our Online Job Support Service:

• We receive your enquiry about Online Job Support.
• We will arrange a telephone call with our consultant to grasp your complete requirement and the tools you’re using.
• If our consultant is 100% confident in taking up your requirement and when you are also comfortable with our consultant, we will only agree to provide service. And then you have to make the payment to get the service from us.
• We will fix the timing for Online Job Support as mutually agreed by you and our consultant.

Course Information

Veeva CRM

Duration: 25 Hours

Timings: Weekdays  (1-2 Hours per day)  [OR]  Weekends (2-3 Hours per day)

Training Method: Instructor Led Online One-on-One Live Interactive Sessions.

COURSE CONTENT :

Module 1: Introduction to Veeva CRM

• What is Veeva CRM?
  • Overview of Veeva CRM and its purpose
  • Key benefits for pharmaceutical and life sciences industries
  • The role of Veeva CRM in sales, marketing, and customer engagement
• Veeva CRM Ecosystem
  • Integration with other Veeva Vault products and Salesforce
  • Cloud-based infrastructure
  • Security and compliance (e.g., 21 CFR Part 11, HIPAA)

Module 2: Veeva CRM User Interface

• Navigating the Veeva CRM Interface
  • Logging in and setting up your profile
  • Overview of the dashboard
  • Navigation menus and key sections (Accounts, Contacts, Activities)
  • Customizing the dashboard and interface settings
• Understanding the Global Search and Filters
  • Searching for records
  • Using filters to narrow results

Module 3: Managing Accounts and Contacts

• Accounts Management
  • Creating and managing accounts (HCPs, HCOs, etc.)
  • Account hierarchy and relationships (parent/child accounts)
  • Assigning and tracking territories
  • Managing account details and preferences
• Contacts Management
  • Adding and editing contacts
  • Assigning contacts to specific accounts
  • Contact segmentation and categorization
  • Managing interactions and preferences

Module 4: Sales Activities and Engagement

• Recording Activities
  • Types of activities (calls, meetings, emails, etc.)
  • Logging and tracking calls/meetings
  • Adding activity notes and follow-ups
• Scheduling and Managing Visits
  • Scheduling meetings and visit planning
  • Syncing meetings with calendar
  • Visit reports and post-meeting follow-ups
• Tracking and Reporting Sales Activities
  • Activity tracking dashboards
  • Understanding KPIs (Key Performance Indicators)
  • Custom reporting for activity tracking

Module 5: Veeva CRM Multi-Channel Engagement

• Engaging HCPs and Stakeholders via Multiple Channels
  • Email campaigns and detailing
  • Virtual engagement through Veeva Vault QMS, webinars, and Veeva CRM Digital Engagement
  • Compliance in multi-channel interactions
• Managing Samples and Gifts
  • Sample requests and management
  • Gift tracking and compliance reporting

Module 6: Reporting and Analytics in Veeva CRM

• Standard and Custom Reporting
  • Pre-built reports for sales and marketing teams
  • Creating custom reports and dashboards
  • Using report filters and data visualizations
• Analytics Tools
  • Sales performance analysis
  • Territory and account performance tracking
  • Identifying trends and insights for better decision-making

Module 7: Integration with Veeva Vault and Other Systems

• Integration Overview
  • Veeva Vault and CRM integration
  • Data synchronization between Veeva Vault and Veeva CRM
  • Working with customer data across multiple platforms (Salesforce, external databases, etc.)
• Compliance and Regulatory Requirements
  • Managing data with compliance in mind (FDA, HIPAA, GDPR)
  • Data integrity and audit trails in Veeva CRM

Module 8: Mobile Veeva CRM (Veeva CRM for iPad)

• Accessing Veeva CRM on Mobile Devices
  • Mobile app features and benefits
  • Accessing accounts, contacts, and activities on the go
  • Offline capabilities and syncing data
• Field Sales Rep Tools
  • Managing customer visits via mobile
  • Updating and logging activities in real-time
  • GPS and location-based services

Module 9: Advanced Features and Customization

• Veeva CRM Customization
  • Configuring fields, layouts, and objects
  • Customizing user profiles and permissions
  • Workflow automation (approval processes, reminders, etc.)
• Advanced Tools
  • Territory management and alignment tools
  • Integration with third-party apps and tools
  • Veeva Vault QMS for document management

Module 10: Best Practices and Compliance

• Veeva CRM Best Practices
  • Ensuring data quality and accuracy
  • Tips for effective territory management
  • Best practices for account and contact management
• Compliance in CRM
  • Compliance with industry regulations (e.g., HIPAA, FDA)
  • Handling sensitive customer data
  • Auditing and tracking user activity

Module 11: Troubleshooting and Support

• Common Issues and How to Resolve Them
  • Login and access issues
  • Syncing issues (Mobile and Desktop)
  • Data inconsistencies
• Getting Help and Support
  • Accessing Veeva CRM help documentation
  • Contacting Veeva support
  • Using the Veeva Community for troubleshooting