Vault Clinical Operations to
Medical CRM Connection Feature Brief

Bring transparency to HCP interactions across clinical study and field medical teams

While clinical research associates (CRAs) and medical science liaisons (MSLs) often interact with the same investigators and other healthcare providers (HCPs), there is limited visibility into their activity details as each group uses separate, siloed systems. Uncoordinated interactions and inefficient communication can often frustrate sites and investigators, negatively impacting engagement and hampering study enrollment.

The Vault Clinical Operations to Medical CRM Connection bridges the gap between study teams and MSLs, driving collaboration and visibility at scale to get treatments to patients faster.

Quickly get answers to questions such as:

Benefits

• Optimize cross-functional coordination

  MSLs can share critical information on local clinical trends and patient needs, enabling data-driven decision-making by study teams.

• Strengthen relationships with HCPs

  Streamline communications to improve engagement and identify future endorsement opportunities.

• Improve study outcomes

  Ensure efficiency and success of trials by utilizing field medical’s knowledge and relationships with HCPs to support enrollment.

How it Works

The Vault Clinical Operations to Medical CRM Connection seamlessly passes records and updates between the two systems. Field mappings bridge the terminology differences between Vault Clinical Operations and Veeva CRM, such as persons and accounts.

This means you can log activities for a certain study against a person and transfer those to CRM for complete transparency and alignment. Get visibility to the person, date of the interaction, communication channel (in-person, video, phone, chat/text, email, other), status (completed or planned), and who owns each record if additional support is needed.

Activities in Vault Clinical are automatically populated in CRM.

See the Vault Clinical to Medical CRM Connector in action.