CRM Innovation Guides

Veeva CRM is continually evolving, delivering the industry’s best tools for transforming customer engagement. To help you get the most out of your CRM investment, read our CRM innovation guides to help you become proficient in key Veeva CRM features. Each guide provides:

  • A quick overview of the CRM functionality featured
  • Simple steps for maximizing success

Get started today with our growing library of innovation guides:


Vault CRM X-Pages Innovation Guide

Learn how Vault CRM X-Pages (formerly MyInsights) can help you turn customer data into tailored insights at the point of planning and decision-making, driving better execution.

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Veeva CRM Approved Email Innovation Guide

Learn how Veeva CRM Approved Email enables you to send tailored, approved content to extend your personalized interactions with customers, directly from Veeva CRM.

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CRM Innovation Guide: Timeline View

Learn how the Timeline View for Veeva CRM provides an intuitive, 360-degree view of HCP interactions.

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Veeva CRM Desktop Experience Innovation Guide

Learn how to make the Veeva CRM user experience on desktop computers faster and more flexible in this Innovation Guide.

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