Veeva CRM is a cloud-based customer relationship management platform tailored for the life sciences and pharmaceutical industries. It helps organizations optimize their commercial operations by providing tools for sales, marketing, and customer engagement. Veeva CRM includes functionalities such as territory management, account planning, multichannel engagement, and analytics, ensuring that field teams can effectively manage relationships with healthcare professionals (HCPs) and other stakeholders. Its integration capabilities support streamlined workflows and improve cross-system data sharing.

Business use cases

Synchronizing Customer Data Across Systems

Frends can integrate Veeva CRM with ERP, marketing automation platforms, or master data management (MDM) systems to ensure consistent customer data across the organization. For instance, when a new healthcare professional (HCP) record is created or updated in Veeva CRM, Frends can synchronize this information with an ERP or marketing platform. This ensures alignment between sales, marketing, and operational teams, minimizing data discrepancies.

Automating Multichannel Campaign Workflows

Frends can connect Veeva CRM with marketing tools such as HubSpot, Marketo, or Salesforce Marketing Cloud to streamline multichannel marketing campaigns. For example, Frends can automate the transfer of HCP segmentation data from Veeva CRM to a marketing platform to trigger relevant email campaigns, conference invites, or product updates. Campaign engagement metrics can also be sent back to Veeva CRM to inform sales teams.

Centralizing Territory Management

By integrating Veeva CRM with workforce planning or geolocation systems, Frends can automate territory management tasks. For example, when new healthcare providers are added to a specific region, Frends can automatically update Veeva CRM with the latest mapping information. This ensures sales representatives have accurate and up-to-date territory assignments, improving efficiency in field operations.

Managing Compliance Data

Frends can integrate Veeva CRM with regulatory and compliance systems to streamline adherence tracking for life sciences organizations. For instance, compliance records such as HCP consent for multichannel communications can be automatically validated and synced with external compliance tools. This ensures businesses operate within regulatory frameworks while maintaining audit readiness.

Enabling Real-Time Notifications for Field Teams

Frends can connect Veeva CRM with communication tools like Slack, Microsoft Teams, or email services to provide sales teams with real-time updates. For example, Frends can notify field teams of new customer engagements, changes to meeting schedules, or updates in HCP profiles. This enhances team productivity and ensures timely follow-ups or adjustments to plans.

Automating Sample Management and Reporting

In the pharmaceutical industry, managing samples is a crucial process. Frends can automate the synchronization between Veeva CRM and inventory systems to handle sample requests efficiently. For instance, when a sales rep logs a sample request in Veeva CRM, Frends can update the inventory system and initiate the shipping process. Completed sample deliveries can also be logged back into Veeva CRM for accurate tracking and reporting.

Enhancing Customer Engagement Reporting

Frends can integrate Veeva CRM with business intelligence (BI) platforms such as Tableau, Power BI, or Qlik to provide advanced analytics and reporting. For example, engagement data, such as the frequency of HCP visits or product interest, can be extracted from Veeva CRM and visualized in BI dashboards. These insights enable managers to refine strategies and improve customer outreach.

Streamlining Event and Medical Congress Planning

Frends can connect Veeva CRM with event management platforms to simplify the organization of medical events or congresses. For instance, attendee lists and HCP interaction history from Veeva CRM can be automatically synced to event management tools, enabling personalized invitations and better event follow-up. Event feedback and survey data can also be sent back to Veeva CRM to enhance future planning.

Managing Product Launch Data

During product launches, Frends can integrate Veeva CRM with launch management or data aggregation tools. For example, Frends can automate the collection of insights from sales teams about HCP engagement, feedback on marketing efforts, or product interest levels and feed this data back into centralized analytics tools. This ensures that product launches are data-driven and aligned with market needs.

Supporting Expense Reporting Automation

Frends can integrate Veeva CRM with expense management systems to handle expense reporting for field representatives. For instance, when a sales rep logs meeting-related expenses in Veeva CRM, Frends can push this data to the company's expense reporting system. Approved expenses can then be reflected in both systems, streamlining reimbursements and ensuring compliance with spending policies.

Conducting Surveys and Collecting HCP Feedback

By connecting Veeva CRM with survey platforms such as Qualtrics or SurveyMonkey, Frends can automate feedback collection workflows. For example, after a sales visit, Frends can trigger an email or survey request to gather HCP feedback, and results can be synchronized back to Veeva CRM. This data allows sales teams to adapt their strategies based on HCP needs and preferences.