Features Brief
Veeva Vault CRM X-Pages Features Brief
Shape Vault CRM to fit your teams
Veeva Vault CRM X-Pages enables a tailored CRM user experience that empowers your teams to make more data-driven decisions. It allows you to add custom screens, workflows, and app-like experiences inside your Vault CRM, built on specialized data for your business strategy.
With Vault CRM X-Pages, your team can access the insights and functionality they need for more impactful engagements - right at their fingertips.
Benefits of Vault CRM X-Pages
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Connected:
Enable your teams to make more data-driven decisions with robust connectors that bring various data sources into Vault CRM. -
Personalized:
Make your CRM as unique as your business with an array of customization options. -
Interactive:
Transform Vault CRM into a productivity driver that helps your field focus on what matters most.
Implementing Vault CRM X-Pages
Getting started with Vault CRM X-Pages is simple. You can pick from a set of pre-designed screens or design your own. With Vault CRM X-Pages Studio, customs screens are easy to build and don't require technical coding skills. For even more specialized design, you can choose from a diverse and expanding ecosystem of Veeva partners and services providers - or even develop your own with industry-standard HTML and JavaScript.
Vault CRM X-Pages Studio
Craft your own X-Pages screens without developer support. Vault CRM X-Pages Studio makes it easy to create interactive screens optimized for your field team. Design, preview, edit, and deploy screens directly from the X-Pages Studio web application so that your screens can quickly adapt to changes in your field strategy.
Out-of-the-Box Templates
Veeva provides out-of-the-box templates which can be used, modified, and adopted to individual business use cases. This is the easiest way to get started with X-Pages Studio and its no code platform.
These templates can be used without any modification at all to deliver valuable insights to field users - simply download the template and deploy to Vault CRM. Or they can be expanded upon without unique data, business processes, and custom display elements.
Currently available templates are tailored for commercial users, but there are more in the pipeline.
Commercial Territory Template
This templates is based on what many commercial users want to know about their territory. Including information such as whether they are getting sufficient reach within their territory or targets and if they are balancing their efforts between brands appropriately.
Commercial HCP Template
This template adds additional biographical field and omits the section related to child accounts.
Commercial HCO Template
This template carried through many of the same answers from the territory to the HCO level. It shows the users' engagement with hospitals through a variety of lenses alongside typical account details.
X-Pages Services
Developers can support highly specialized X-Pages use cases. Veeva offers Services to assist in the entire build process, from business requirements gathering to screen design, development, and maintenance.