Veeva Align

Get early field feedback about proposed territory changes and activity plans directly from within Veeva CRM.

• Reduce manual steps and eliminate data entry errors with an integrated feedback loop
• Eliminate confusion over current and upcoming alignments with clear information
• Improve the accuracy of territory alignments and optimize based on real-time information from the field

Veeva Align’s roster management capabilities ensure your field resources are up-to-date with the right tools to succeed.

• Enable home office to take action on territory vacancies and oversaturation using built-in dashboards for smarter resource planning
• Automatically assign CRM roles and user permissions, then push to Veeva CRM with the click of a button
• Onboard quickly and keep your roster current with Veeva’s prebuilt custom integration from Workday to Align

Veeva Align is designed from the ground up to manage your territory hierarchy, customer alignments, roster, product assignments, and target activity plans seamlessly with Veeva CRM.

• Ensure alignments are built on the most current customer data
• Create alignments with future start dates; Align will manage the data load process to Veeva CRM
• Eliminate field confusion and data errors in the feedback process