Improve Collaboration, Planning and

Accomplishment by Using Veeva CRM

Briefly about Veeva CRM :
Veeva CRM is the modern and regularly developing solution that assist you
quickly modify market conditions and drive your business growth. Veeva CRM
preferred by field teams to help them enhancing the customer experience.
It is only proven life-sciences for customer relationship management solution.
Advanced multi-channel capacities and real-time awareness help engage your
customers in the way and channel they prefer.
Customers improve engagement with veeva CRM. It works more effective in
better customer interactions, Increasing greater productivity and Deeper
customer perception.
Prepare for the future of life-sciences by veeva CRM course. Comparing with
other technologies this technology more effectively works in customer
engagement and also improving growth in your business.

Veeva CRM features

 Integration with Veeva Vault Commercial Cloud helps life sciences
companies engage customers in a more systematic, smarter manner
and agile. Veeva Vault is a key element of the veeva vault commercial
cloud.
 Intuition directly at the point of Implementation easily creates your
own custom insights for each role and activity. It develops views using
Veeva’s large-scale partner network.
 Multichannel Engagement veeva CRM is the proven life-sciences
solution for the planning and coordination of your resources across all
channels.
 Closed-loop marketing it is easy-to-use closed-loop marketing pick out
sales call with the greater compliance. Built in Veeva CRM, making
digital content easy to access and share.
  Consumer and Animal Health veeva CRM supports for consumer and
animal health. Built in practically, route planning and order
management integration with CLM and offers a flawless user
experience.

Many companies are using veeva CRM technology. Veeva CRM will
help in to improve your customer engagement. Product excellence,
committed to innovations, veeva serves more than 1,000 customers.
And also there are many job opportunities in veeva CRM technology.
Most of the people joining in veeva vault online training.
Materials: Veeva CRM tutorials, pdfs, Manual
Companies currently using Veeva CRM
 Coderio
 Orchard
 Instinctools
 Larry
 Marketing
 Pixels
 Small World
 Life Think
Course Content:
1. Application Overview
 Veeva Application Overview
 Application Demo
 Markets and Environments (Production, Sandbox and Content Box)

2. Veeva Architecture
3. Veeva CRM Architecture
 Veeva Introduction
 Difference Between Veeva CRM and Salesforce CRM
 Key Features of Veeva CRM
 Introduction to Pharma Specific Business and Technical Terminologies
 Account Types - HCP, HCO and Group Accounts
 Veeva Offline Applications - iRep, Windows and iPhone
 User Management Introduction
 User Role, Territory, Profiles, Permission Sets, Sharing Setting and Public Group
4. Users & Groups Management

 User Types - Sales Users and Medical Users

 Introduction of BOT, Data Team and Data Flow from BOT to Veeva
 Assigning Users to Public Groups and Queue
 User Reactivation Process
 User Creation in Sandboxes
 Permission Set Assignment
 Time off Territory

5. Account Management
 Account Record Types: Person Account and Business Account
 Account, Address and Affiliation
 Global Account Search
 My Accounts Views and Configurations
 ATL and TSF
 Account Plan – ONEKAM

6. Product Management
 Product Types: Detail, Detail Group, Detail Topics and Promotional Items
 My Setup Product - Assigning Product to User
 Product Metrics and Metrics Configuration
 Introduction to BOT Integration for Product Assignment

7. Call Management and Cycle Plan

 Recording A Call with an Account
 Detailing and Discussing Product in a Call
 Cycle Plan Introduction
 Relation between Call and Cycle Plan
 Multi-Channel Cycle Plan (MCCP)
 Medical Inquires

8. Sample Management
 Sample Management Overview
 Sample Transactions (Creation, Transfer and Adjustment)
 Call Sample and Sample Limits

9. Meeting Management
 Medical Events and Introduction
 Meeting Cost and Meeting Budgets and other related objects
  Validations Existing in Medical Event
 Medical Event Approval Process
 Relation between User, Meeting Approver, NomSig and Meeting Object
 Docusign
 Veeva Engage

10. CLM Presentation

 Types of CLM Presentation - jpeg, PPT, PDF, Movie and ZHTML
 Key Message and CLM Presentation Slide
 CLM Visibility Issue - Process, Debug and Fix
 Veeva and Vault Integrations and Dependency
 Migrating the CLM Presentations

11. Approved Email

 Approved Email overview
 Email Template & Fragment
 Working with Approved Email (Consent Capture)

12. Survey Managements

 Survey - Overviews and Types
 Publishing a Survey
 Advanced Coaching Reports

13. Veeva Pharmacy

14. My Insights
 My Insight Reports Overview
 HTML Object

15. Reports & Dashboards

 Create, Share and Modify
 Report Types and Folder Sharing
 Export Options and Limitations

16. Data Loading

 Preparing CSV File
 Insert, Update, Upsert and Delete
 Bulk Extract

17. Translations
 About Language & Region Settings
 Update Translations
18. Sync Issue
 Sync Issue Types
 Debugging Methodology and Known Resolutions

19. Miscellaneous
 Section Signals
 Marker Fields
 Vmoc Rule

20. Other Applications

 SOA, IAM, BOT, DATA TEAM

Course Information
Veeva CRM Online Course
Training Course Duration: 25 Hours
Timings: Weekdays (1-2 Hours per day) [OR] Weekends (2-3 Hours per day)
Training Method: Instructor Led Online
For More Information about Veeva CRM, feel free to reach us
Name: Albert
E-mail: albert@nisatrainings.com
Ph.No: +91-9398381825
https://nisatrainings.com