Veeva Vault CRM Features Brief

Agentic CRM for Life Sciences with Industry-specific AI for Deeper Customer Engagement

Drive smarter, more impactful engagement with Veeva Vault CRM - the agentic CRM for life sciences. Built specifically for commercial and medical teams, it delivers a single view of the customer and embedded AI to make daily HCP interactions more personalized, compliant, and productive. Core capabilities support critical region-specific business requirements and regulatory needs with full offline support on iPad and iPhone to keep field teams connected, wherever they are. As part of the Vault CRM Suite, Vault CRM unifies sales, marketing, and medical teams on a single platform with a unified database to drive collaboration and get the right medicines to more patients.

AI in Vault CRM delivers standard industry-specific agentic capabilities to increase commercial agility and productivity, maximizing engagement while minimizing prep work and data entry. Field teams prepare for customer interactions with contextual insights, conversational voice controls, and compliant free-text data capture.

Business Benefits

• Unify Engagement

  Connect sales, marketing, and medical teams on a unified agentic data architecture. Gain a single, shared customer view across all teams for more meaningful, frictionless, and compliant interactions.

• Generate Commercial Evidence

  Turn daily field observations into commercial evidence to uncover and action hidden treatment barriers.

• Empower the Field

  Built-in AI and actionable data deliver instant, deeper insights, faster decision-making, and higher field productivity.

Key Features

AI in Vault CRM includes standard industry-specific agentic capabilities embedded in Vault CRM to increase commercial agility and productivity. It provides an open foundation for AI that seamlessly connects your data and embeds external AI agents.

• Standard Agentic Capabilities
  

  • Agentic Call Report: captures compliant free text that uncovers previously undiscovered barriers for actionable insights.
  • Agentic Voice: enables voice input to record, transcribe and transpose information directly into Vault CRM, a faster and easier way to capture information and next steps./li>
  • AI-Powered Media Search: locates, summarizes, and launches content for proactive planning and real-time support during customer interactions.

• Open & Interoperable Foundation
  

  • Vault CRM Data Lakehouse: enables a zero copy architecture to share and mount your CRM data into your data lakes, like Databricks or Snowflake, for AI and analytics in near real time. The efficient data-sharing architecture makes your CRM data accessible without the need to build and maintain complex, costly replication integrations. Included in Vault CRM license.
  • Seamless External Agent Integration: Embed external AI agents directly into the Vault CRM interface using an intuitive overlay. These external agents, whether built by partners like IQVIA or developed internally on architectures such as Databricks or Snowflake environments, run seamlessly with full context./li>
• Elevated Sales and Marketing Performance

  Deliver a more targeted, personalized customer journey and better engagement with unified campaigns orchestrated through Veeva Vault CRM Campaign Manager. With an intuitive interface and standard campaigns built for life sciences, Campaign Manager allows complete control to create and run campaigns quickly and efficiently.

• Unified Sales and Service

  Elevate customer experience and support by giving inside sales and contact center teams shared data, content, and channels. Veeva Vault CRM Service Center is the only life sciences-specific outbound and inbound contact center embedded within CRM, allowing for effortless collaboration, efficient task routing, and faster case resolution.

• Strategic Key Account Management

  Vault CRM’s key account management (KAM) module allows teams to manage strategic accounts effectively within a single, collaborative framework. Create account plans, execute planned activities, and measure progress toward goals across specialty care, primary care, field medical, managed markets, or key account teams.

• Omnichannel Engagement

  Engage HCPs wherever, whenever, and however they prefer. Vault CRM unifies your entire commercial ecosystem, seamlessly connecting sales, marketing, and medical teams across Approved Email, Engage, Events Management, , Service Center, and Patient CRM on a single, shared database. With full visibility into all interactions, field teams gain the real-time insights they need to deliver continuous, customer-centric experiences.

• Personalized Content at Scale

  Equip field teams with up-to-date and highly tailored messaging with real-time access to approved content and personalized delivery options. Optimize content strategy while ensuring compliance with industry regulations using detailed tracking and usage analytics that continually feed back to Veeva PromoMats.

• Insights at the Point of Execution

  Speed time-to-market with brand-specific field insights exactly when and where teams need it. Leverage a library of pre-existing dashboards, develop views using Veeva’s extensive partner network, or easily create custom insights across brands, roles, and activities.

• Productive Workspaces

  Seamless integration with Microsoft 365 tools like OneNote, Outlook, and Teams simplifies call scheduling, accelerates collaboration, and provides a unified workspace for teams. Users easily capture notes, manage calendars, and communicate efficiently in their existing workflow.

• Mobile and Offline Access

  Activate field teams anywhere and on any device with Vault CRM Suite's adaptive design, which delivers a seamless experience across phones, tablets, and laptops. Unique offline capabilities further allow reps to stay productive, even without internet access.

• Built-in Compliance

  Designed to adhere to the latest industry regulations, Vault CRM Suite is pre-validated for 21 CFR Part 11, the Prescription Drug Marketing Act (PDMA), and the Ohio Terminal Distribution of Dangerous Drugs (TDDD). Field teams can sample and communicate compliantly using standard capabilities like the Agentic Call Report, which proactively monitors free-text inputs to flag informations that violate compliance guidelines.