Veeva Vault CRM Align Features Brief

Achieve the Right Alignments, Faster

Veeva Vault CRM Align enables collaborative field force management, simplifying and reducing time spent on sales planning.

The seamless integration between Veeva Vault CRM and Vault CRM Align allows commercial teams to operate in
a more agile and dynamic way. Align users can create alignments in days instead of weeks, efficiently reallocate roster members, target the right customers with the most effective channels, and gather field feedback directly from Vault CRM.

Align benefits

• 90% fewer process steps
  Efficient: A single alignment platform fully integrated with Vault CRM, Align eliminates
  manual steps (files, handoffs, data uploads) and the need for custom integrations. It is highly reliable and transparent, allowing teams to recognize and resolve any alignment errors on their own before sending them to downstream systems.

• 75% less time to perform alignment changes
  Agile: Align enables rapid response to market or business changes through sophisticated business rule capabilities, automation, and process flexibility. Easily tailor alignments to the needs of distinct field teams, therapeutic areas, and geographies. Model and compare alignments in minutes before scheduling future implementation.

• 45% increase in interactions with high priority HCPs
  Productive: Align provides confidence that the correct field resources will be targeting
  the intended customers through desired channels, unlocking capacity to upskill your
  home office. Efficiently gather and incorporate field intelligence into the field planning
  process. Territory Managers, Account Managers, Medical, and other specialists can
  spend more time with customers and less on troubleshooting their engagement plans.

Key features, by capability area

• Roster Management

  • Roster assignment and on/off-boarding
  • Vacancy management (vacation, LOA, temporary coverages)
  • CRM user provisioning (content access,permission sets, public groups, Events, Engage, Outlook integration, etc.)
  • Workday integration

• Territory Management

  • Territory hierarchies
  • Alignments definition: zips/bricks, customers, field members, products, targets, content
  • Territory map views for swift realignments
  • Zip-to-Terr adjustments
  • Territory mirroring

• Multichannel Engagement Plans

  • Automated target identification via rules engine
  • Territory capacity calculations and utilization thresholds
  • Multichannel call plans, with as simple or complex of rules as desired
  • Options to include goals for Vault CRM Events, Vault CRM Approved Email, or custom channel activities

• Integrated Territory Feedback

  • Rep feedback on account alignments, targets, and engagement channels and frequency
  • Feedback provided directly in the CRM app to avoid spreadsheets and rep training on new apps
  • Customizable feedback reasons and guardrails
  • Manager review and approval workflows

Key application features

• Seamless integrations with Veeva and Vault CRM

  • Alignments built on the latest data from CRM
  • Scheduled data loads into CRM from Align

• Robust rules engine to automate workflowsand schedule changes

• Additional out-of-the-box integrations with Align+ territory design tool and incentive compensation partner offerings

• Reporting and data extracts

• Source of truth for past, present, and future alignments records

• Customizable dashboards and map visualizations

• Alignment modeling and comparisons

• API access

• Audit trails