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

  • Streamlined onboarding and offboarding
  • Seamless roster assignments to territories with builtin handling for vacancies, leaves of absence (LOA),
    and temporary coverages
  • Centralized CRM user setup including security profiles, application access, group memberships, page layouts, and Outlook integration
  • Out-of-the-box integration with Workday for automated HR data synchronization

• Territory Management

  • Territory hierarchy management
  • Zip / brick territory adjustments, with map views
  • Criteria-based assignment of HCOs and HCPs to territories via rules engine that references data in CRM
  • Seamless assignment of products and content to territories to drive localized field execution

• Multichannel Engagement Plans

  • Criteria-based target designation and call plan creation via rules engine that references data in CRM
  • Diverse channel goal setting across Vault CRM Approved Email, Events, and custom interaction channels
  • Territory capacity and utilization planning to balance workloads

• Integrated Territory Feedback

  • Field provides feedback directly in the CRM app on iPads
  • Enables reps to request account and target add/drops, and fine-tune interaction goal channels and frequencies
  • Configurable auto-approve/reject rules and guardrails to protect data integrity
  • Structured multi-level approval workflows for district and regional managers

Key application features

• Lockstep synchronization with Vault CRM (in the same Vault instance, sharing a customer data model)

• Scenario planning / modeling capabilities, with future effective dating

• Robust rules engine to automate workflows and schedule changes

• Reporting capabilities and audit trails, with full historical data

• Out-of-the-box integrations with Veeva Territory Designer, Workday, and partner Incentive Compensation offerings

• Customizable visual dashboards via X-pages

• API access for custom integrations