Veeva Vault CRM Align Features Brief

Achieve the Right Alignments, Faster

Veeva Vault CRM Align enables simplified field force management, reducing the time and complexity of field planning and optimizing field deployment.

The unified architecture between Veeva Vault CRM and Vault CRM Align centralizes and connects field planning with field execution and enables more dynamic commercial operations.

Align users can create alignments in days instead of weeks, efficiently reallocate roster members, target the right customers with the most effective channels, and gather field feedback directly from Vault CRM.

Align benefits

• Simpler field planning workflows and architecture: Align eliminates manual and inefficient data processing and exchange steps (e.g., data uploads and downloads) and ensures that alignments and call plans are always built using the latest customer information. This is because Align is built inside of Vault CRM and they share a customer data model. Simplify your IT architecture by removing custom integrations and the need to administer an independent field planning solution.

• Empowered in-house operations: Align is a product-first offering intended to be fully operated by customers without required accompanying services. Take ownership of field planning processes to improve transparency and reliability while reducing services-driven errors and delays. Process flexibility allows you to easily tailor alignments to the needs of distinct field teams, therapeutic areas, and geographies.

• More seamless user experience: Align brings automation, consistency, and agility to field planning processes through its sophisticated rules engine. Modeling enables scenario planning and the scheduling of changes to optimize field deployment. Field users can efficiently provide their feedback directly from the Vault CRM app on their iPads, so they can spend more time engaging with customers and less on troubleshooting.

Key features, by capability area

• Roster Management

  • Roster assignment and on/off-boarding
  • Vacancy management (vacation, LOA, temporary coverages)
  • CRM user provisioning (content access,permission sets, public groups, Events, Engage, Outlook integration, etc.)
  • Workday integration

• Territory Management

  • Territory hierarchies
  • Alignments definition: zips/bricks, customers, field members, products, targets, content
  • Territory map views for swift realignments
  • Zip-to-Terr adjustments
  • Territory mirroring

• Multichannel Engagement Plans

  • Automated target identification via rules engine
  • Territory capacity calculations and utilization thresholds
  • Multichannel call plans, with as simple or complex of rules as desired
  • Options to include goals for Vault CRM Events, Vault CRM Approved Email, or custom channel activities

• Integrated Territory Feedback

  • Rep feedback on account alignments, targets, and engagement channels and frequency
  • Feedback provided directly in the CRM app to avoid spreadsheets and rep training on new apps
  • Customizable feedback reasons and guardrails
  • Manager review and approval workflows

Key application features

• Seamless integrations with Veeva and Vault CRM

  • Alignments built on the latest data from CRM
  • Scheduled data loads into CRM from Align

• Robust rules engine to automate workflowsand schedule changes

• Additional out-of-the-box integrations with Veeva Territory Designer and incentive compensation partner offerings

• Reporting and data extracts

• Source of truth for past, present, and future alignments records

• Customizable dashboards and map visualizations

• Alignment modeling and comparisons

• API access

• Audit trails