Veeva Vault CRM
Key Account Management
Plan, execute, and get the right insights with Key Account Management (KAM) in Vault CRM. This module provides a structured, user-friendly interface to manage both simple and complex accounts. Partnering with Veeva Business Consulting helps organizations maximize the value of this offering by aligning technical capabilities with the wider business transformation.
A Unified Framework for Collaboration
The Veeva KAM approach unifies the entire account lifecycle within Vault CRM to drive effective execution toward account-level priorities.
Prioritization
Identify high-impact accounts by using data to ensure resources are focused on the right opportunities.
Analysis
Define the specific problems to be solved and conduct analysis to understand accounts, and their unique needs.
Planning
Align teams on shared objectives and the specific steps required to reach them.
Execution
Govern and manage the plan’s execution through coordinated task assignment and real-time progress tracking.
Measurement
Track performance against live KPIs and utilize business portals to provide leaders with the insights needed to make the right decisions earlier.
From Account-Based Engagement to Strategic Account Management
Vault CRM provides the foundation for broad-based engagement while offering the advanced functionalities required for high-stakes strategic partnerships. By bringing cross-functional teams together to drive planning, execution, and insights toward shared account priorities, organizations can scale their account strategy as their objectives evolve.
Account-Based Engagement
Standardize scalable engagement for many accounts through simple prioritization and product adoption focus.
Broad Reach
Manage a high volume of accounts.
Simple Prioritization
Utilize a streamlined selection process.
Product Adoption Focus
Drive consistent use and uptake of products.
Scalable Configuration
Deploy quickly with a setup built for broad field adoption.
Strategic Account Management (SAM)
Once the foundation is set, transition to advanced SAM capabilities to drive deep partnerships and solve complex problems for high-priority accounts.
Strategic Depth
Focus efforts on a selective group of high-priority accounts.
Advanced Segmentation
Navigate complex account structures with deep-dive analysis.
Problem-Solving Focus
Shift from product features to solving complex challenges.
Advanced Functionalities
Use tools designed to build long-term partnerships.
