Veeva Align

A single solution for enabling collaborative field planning and execution, including territory alignments, roster management, field feedback, and targeted activity planning.

Benefits

Agile

Adapt to market changes on-demand

Real-time Collaboration

Eliminate manual handoffs and get seamless field feedback

Efficient

Perform major territory alignments in days, not weeks

Features

Seamless CRM Integration

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

Alignment Execution

Model alignment and targeting changes to optimize results and compare scenarios.

Compare multiple models to determine the best solution
Push new alignments live with a few clicks
Use maps and key performance indicators to plan the right alignments for your business

Roster Management

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

Multichannel Cycle Planning

Easily define criteria to segment channel activities across your customer base.

Create a unified plan for digital and face-to-face channels
Set activity goals for each customer channel, including face-to-face, events, emails, remote engagements, and more
Prioritize activities based on your unique customer segments and business needs

Integrated Field Feedback

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