Veeva Align

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

Speed and agility are key to commercial success. A lengthy alignment process using disconnected systems stalls your resource planning and execution. Inevitably, these delays lead to plan redesign and field downtime, wasting precious time and resources.

Veeva Align delivers the right alignments faster. Using a single global solution that seamlessly interoperates with Veeva CRM, you can rapidly adjust to market needs and resource constraints.

With faster alignments, optimized for reps’ skills, field feedback, and other crucial factors, your field force is ready and productive at the start of every sales cycle. More attributes enable you to better define targets, for effective and efficient commercial execution. And with seamless integration to Veeva CRM, Veeva Align reduces manual handoffs, saving you time and resources.

BENEFITS
  • Fast: Perform enterprise-sized alignments in minutes using cloud technology.
  • Integrated: Alignments are deployed directly in Veeva CRM, reducing manual hand-offs. Seamless field feedback and collaboration improve alignment accuracy.
  • Global: Veeva Align provides a single global platform for central management and local control.

Define Territory Account Assignment Rule

Set Alignment Effective Date

Snapshot of Territory Assignment

Features

FAST, ITERATIVE EXECUTION
Maximize product adoption by tuning alignments to meet changing market conditions and evolving product maturity. Allocate your resources accurately at the start of every sales cycle by iterating alignments to improve results.
EXPANDED TERRITORY DEFINITION
Transcend traditional geographic constraints by defining territories based on expanded criteria, such as sales rep skills or relationships with healthcare professionals (HCPs). Flexible territory definition and hierarchies for field groups enable different assignment models, various cycle frequencies, and hybrid territories.
RELEVANT ASSIGNMENT RULES
Create territory assignment rules to ensure automated, accurate, and compliant alignments. Account assignment rules such as zip-to-territory, brick-to-territory, microbrick-to-territory, specialty, and other attributes can be configured to fine-tune the alignment process.
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MULTIDIMENSIONAL ROSTER MANAGEMENT
Improve the allocation of field personnel to specific territories by using multiple attributes, such as addresses, rep skills and certifications, and other relevant criteria.
VITAL HISTORICAL ALIGNMENTS
Reduce audit costs and maintain compliance requirements. Historical alignments are available for review at any time, enabling accurate compliance reporting by effective date.
ENRICHED CUSTOMER LIST
Assign customers based on multiple attributes for more accurate alignments. Leverage attributes from customer master data, customer relationship management (CRM) applications, or other segmentation data to fine-tune alignment criteria.
SEAMLESS VEEVA CRM INTEGRATION
Reduce the need for multiple integration points and manual processing of data through seamless importing and exporting of data between Veeva Align and Veeva CRM, including custom fields. Customer and resource data are kept current based on your business rules for accurate alignments.