Veeva CRM (Life Sciences Industry)

Module 1: Introduction to Veeva CRM

• Veeva overview: cloud CRM purpose-built for life sciences
• Veeva CRM modules: Sales, Medical, and Key Account Management
• Veeva CRM architecture: built on Salesforce platform
• Navigating Veeva CRM: accounts, contacts, and calls

Module 2: Account and Contact Management

• Healthcare Professional (HCP) and Healthcare Organisation (HCO) records
• Account hierarchy: hospitals, networks, and affiliated physicians
• Territory alignment: assigning HCPs and HCOs to sales territories
• Data stewardship: maintaining accurate HCP and HCO data

Module 3: Call Management and Detailing

• Call report creation: pre-call planning and post-call recording
• Product detailing: capturing product discussions and samples
• CLM (Closed Loop Marketing): approved content delivery on tablet
• Remote detailing: virtual calls with Veeva Engage

Module 4: Sample Management

• Sample inventory: tracking field representative sample stock
• Sample disbursements: recording samples given to HCPs
• Electronic signatures: compliant sample acknowledgement capture
• Inventory reconciliation and compliance reporting

Module 5: Medical CRM

• Medical Science Liaison (MSL) call management
• Medical inquiries: capturing and routing HCP medical questions
• Approved email for Medical: compliant communication tracking
• Scientific exchange tracking and compliance documentation

Module 6: Key Account Management

• Key Account Plans: strategic planning for hospital and IDN accounts
• Stakeholder mapping: identifying and engaging account influencers
• Contract and formulary status tracking for key accounts
• Cross-functional collaboration: commercial and medical alignment

Module 7: Veeva Analytics and CRM Insights

• Veeva CRM reports: call activity, sample, and territory analytics
• MyInsights: embedded analytics dashboards in Veeva CRM
• Veeva Nitro: data warehouse for commercial analytics
• Salesforce reports and dashboards for Veeva CRM data

Module 8: Capstone Project and Assessment

• HCP and HCO account management and territory alignment setup
• Call report and sample management simulation
• Key account plan build and MyInsights dashboard configuration
• Final assessment and course certification

Experience in the Industry Learn from Veeva CRM specialists who have implemented and administered Veeva CRM for pharmaceutical sales forces, medical affairs teams, and key account management organisations across global life sciences companies.

Backgrounds at the Top Our Veeva trainers have worked at Veeva partner organisations and pharmaceutical company CRM teams deploying Veeva CRM to thousands of field representatives in regulated commercial environments.

Clear & Effective Teaching Veeva HCP and HCO management, call reporting, CLM detailing, sample management, Medical CRM, key account planning, and analytics are explained with real life sciences commercial operations examples.

Hands-On Learning Focus Students manage HCP accounts, complete call reports, record sample disbursements, build key account plans, configure MyInsights dashboards, and navigate compliance requirements through structured lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Veeva CRM releases, Veeva Vault CRM migration considerations, Veeva Engage digital engagement capabilities, and evolving life sciences commercial excellence best practices.