Veeva CRM Training

Live Online & Classroom Enterprise Training

Veeva CRM is a cloud-based customer relationship management platform designed specifically for life sciences organizations to manage customer engagement, sales processes, and field activities efficiently.

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What is Veeva CRM Training about?

This course provides a comprehensive introduction to Veeva CRM, covering its core features, navigation, data management, reporting, and integration with the Veeva Vault ecosystem. Learners will gain practical knowledge on how to use Veeva CRM to improve sales productivity, ensure compliance, and enhance customer engagement across channels. The course is suitable for both business users and technical professionals working in the life sciences domain.

What are the objectives of Veeva CRM Training ?

Understand Veeva CRM architecture and key components
Navigate and use core CRM functionalities effectively
Manage accounts, contacts, calls, and activities
Create and analyze reports and dashboards
Apply best practices for compliance and data quality

Who is Veeva CRM Training for?

Life sciences sales representatives
CRM administrators and business analysts
Veeva CRM consultants and implementation partners
IT professionals supporting Veeva platforms
Pharma and biotech operations teams

What are the prerequisites for Veeva CRM Training?

Prerequisites:

Basic understanding of CRM concepts
Familiarity with sales or customer engagement processes
Fundamental knowledge of life sciences industry workflows
Basic computer and cloud application skills
Exposure to Veeva Vault (optional but beneficial)

Learning Path:

Introduction to Life Sciences CRM & Veeva Ecosystem
Veeva CRM Fundamentals and Navigation
Data Management: Accounts, Contacts, Calls, Samples
Reports, Dashboards, and Analytics
Advanced Features, Integrations, and Best Practices

Related Courses:

Veeva Vault Fundamentals
Salesforce CRM Basics
Life Sciences Commercial Operations
Data Analytics for Pharma and Healthcare

Available Training Modes

Live Online Training

3 Days

Course Outline Expand All

Expand All

Module 1: Introduction to Veeva CRM

Overview of Veeva CRM

Importance of CRM in Business

Key Features of Veeva CRM

Introduction to Cloud-based CRM

Veeva CRM Architecture Overview

Module 2: Veeva CRM Configuration

Setting up User Accounts & Permissions

Customizing Fields and Page Layouts

Creating & Managing Workflows

Configuring Approval Processes

Implementing Data Validation Rules

Module 3: Data Management in Veeva CRM

Data Import & Export Techniques

Deduplication Strategies

Data Security & Access Controls

Managing Record Relationships

Data Migration Planning & Execution

Module 4: Veeva CRM for Sales

Lead & Opportunity Management

Account & Contact Management

Sales Forecasting & Analytics

Territory Management

Mobile CRM for Sales Reps

Module 5: Veeva CRM for Marketing

Campaign Planning & Execution

Email Marketing Integration

Event Management

Marketing Analytics & Reporting

Lead Scoring & Nurturing

Module 6: Veeva CRM Analytics & Reporting

Report Building & Customization

Dashboard Creation & Optimization

Advanced Analytics Features

Data Visualization Best Practices

Scheduled Reporting & Alerts

Module 7: Veeva CRM Administration & Maintenance

System Configuration & Maintenance

User & Profile Management

Monitoring & Troubleshooting Techniques

Backup & Recovery Strategies

Upgrading & Patching Veeva CRM

Who is the instructor for this training?

The trainer for this Veeva CRM Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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