Veeva Align

Get the right alignments in minutes by leveraging powerful cloud technology and field feedback in a single global solution.

Veeva Align enables a modern territory alignments process that gives commercial teams more direct control of the business process by reducing the administrative burden of alignments, accurately allocating resources to support customer engagement, and enhancing the rep experience.

Align is fully integrated with Veeva CRM, creating alignments in days instead of weeks, delivering end-to-end multichannel cycle plan generation and execution, and providing rep feedback directly from CRM. Your commercial organization is fully empowered to create fast, integrated, and flexible territory alignments.

BENEFITS

Fast: Perform major alignment change in days, not weeks.
Integrated: Eliminate manual handoffs and get seamless field feedback.
Flexible: Shift from quarterly alignments to “as-needed” schedule.

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“I would spend time on the weekends between quarters making updates so the reps could see their information refreshed at the beginning of the quarter. Veeva Align took us from manually maintaining our customers and aligning them to the various territories to a more automated process.”

Tara Zibello | Associate Director, Sales Operations, blinded
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Features

Veeva Align manages geography, roster member, product, customer, and target assignment to the territory to significantly improve alignments, reduce administrative burden, and lower costs compared to non-integrated solutions.

Seamless Veeva CRM Integration

Schedule imports of live customer data from CRM, ensuring your alignments are built on the most current and accurate customer data. Create alignments with future start dates and let Align manage the data loads to CRM for you.

Robust Rules Engine

Support complex criteria using geography, customer profile, and relationship data to drive assignments. Expand your thinking about assignment rules, ensuring a more robust and accurate approach to territory and target plan creation.

Territory Modeling

Allocate your resources accurately by modeling alignment, roster, and targeting changes to optimize results. Compare models and leverage the reporting platform to choose the best alignment for your teams.

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Target Planning with Multichannel Cycle Plans

Define simple or complex criteria to segment channel activity across your customer base. Prioritize activity goals to your unique customer segments and business needs. Use Align to drive simple, face-to-face cycle plans, or take your multichannel engagement to the next level by including goals for Events, Approved Email or custom channel activities.

Integrated Field Feedback

Get early field feedback directly from Veeva CRM, providing greater visibility and an opportunity for the rep’s voice to be heard. Eliminate spreadsheets and significantly reduce the potential for errors in your feedback process.