
Veeva Vault CRM Suite
Unified customer engagement for sales, marketing, and medical teams with embedded AI and integrated commercial workflows.
Overview
Veeva Vault CRM Suite is a customer engagement platform built specifically for life sciences, designed to connect sales, marketing, and medical teams within a single customer database. It integrates key commercial applications and processes to support field planning and engagement across both personal and digital channels. The suite is used by more than 125 customers worldwide, including GSK, Novo Nordisk, Bristol Myers Squibb, Roche, and Crinetics.
At its core, Vault CRM is a deep application for life sciences that provides a unified customer database shared across commercial teams. It supports customer profiling, content sharing and management, territory and account planning, key account management, sampling, call center and inside sales operations, and field engagement.
Core CRM Capabilities
- Vault CRM connects sales, marketing, and medical teams on a single platform with a unified customer view, enabling more personalized interactions and coordinated engagement.
- Service Center supports call center and inside sales functions within the CRM environment.
- Key Account Management provides tools for managing complex account relationships.
- Pharmacy Sales extends CRM capabilities to pharmacy-focused sales teams.
- X-Pages offers additional configurable page functionality within the CRM.
Veeva AI for Vault CRM
- AI agents are embedded directly within Vault CRM and are designed to increase field productivity.
- Media Agent supports content and media-related tasks within the CRM workflow.
- Pre-call Agent assists field teams in preparing for customer interactions.
- Free Text Agent enables processing and insight generation from free-form text input.
- Voice Agent supports voice-based interaction and data capture.
Marketing and Campaign Tools
- Campaign Manager allows life sciences marketers to coordinate sales and marketing engagement through unified campaigns that span both non-personal and field channels.
- Approved Email provides a channel for compliant email communication with healthcare professionals.
- Events Management handles the end-to-end lifecycle of events, including content, attendees, speakers, and expenses.
- Engage supports digital engagement between field teams and customers.
Patient and Medical Support
- Patient CRM manages patient support programs and protected patient data, including PHI and PII, within the Vault platform.
Field Planning and Data Management
- Align is a field planning application covering roster management, territory management, engagement planning, and integrated field feedback.
- Territory Designer supports the design of optimal geographic territories for field sales and medical teams.
- Network MDM is a global master data management platform and customer master application built for pharmaceutical and biotech organizations.
- Nitro is an analytics platform that integrates commercial data sources to support insights and reporting.
- Commercial Insights provides additional analytical capabilities across commercial operations.
Connected Data Ecosystem
- OpenData supplies accurate and comprehensive customer reference data.
- Link provides deep data to support relationship development, insight generation, and process efficiency.
- Compass delivers patient and prescriber data for segmentation and targeting.
- HCP Access provides healthcare professional access data to improve segmentation, targeting, and engagement planning.
Vault CRM Suite is built on the Veeva Vault platform, enabling connected software and connected data across commercial functions. The suite is positioned to support compliance with data privacy requirements through its handling of PHI/PII within Patient CRM, and it is designed to serve global pharmaceutical and biotech organizations at scale.
