Vault CRM Data Lakehouse
Make your CRM data easily available to power AI and analytics.
Direct Data API access and zero copy architecture
Included in Vault CRM license
AI in Vault CRM
Generate Commercial Evidence™
Industry-specific AI to increase commercial agility and field productivity
Announced 2025 Status Early Customers 1–10
Standard Agentic Capabilities
Agentic Call Report
Capture compliant free text to generate Commercial Evidence, turning field insights into actionable intelligence.
Move from rigid dropdowns to complete context
Minimizes risk with real-time compliance checks
Voice
Record, transcribe and transpose information directly into Vault CRM, turning Vault CRM into a true assistant and partner.
Records call detail and key messages with voice
Maps notes to Agentic Call Report and creates follow-up tasks
Media
Locate, summarize, and launch content for proactive planning and real-time support during customer interactions.
Makes content in Vault CRM more easily accessible
Maximizes the value of approved CLM content
Open and Interoperable Foundation
Embedded External Agents
Seamlessly integrate third-party AI into Vault CRM with full context.
Flexible configuration via AI chat or X-Pages
Custom X-Pages tabs for analytics, portals, or external apps
Customer Success
Leaders Transforming Engagement with AI
“Moving to Vault CRM early was a strategic choice to secure an AI-ready foundation because while the technology is already here, true transformation requires the discipline to embed a data-centric mindset into every end-to-end process.”
Kieron Scrutton
SVP, Enterprise Systems, and Digital & Tech Risk Management
GSK
“We are excited to take the next step in our long-standing relationship with Veeva by using Vault CRM. By embedding AI into every step of the customer journey, Veeva is ideally positioned to support us in our mission to deliver life-changing medicines to patients worldwide.”
Greg Meyers
Executive Vice President, Chief Digital and Technology Officer
Bristol Myers Squibb
“Vault CRM and Veeva AI agents like Pre-call Agent and Voice Agent will drive efficiencies and allow the field to focus on the value parts of their jobs. It’s good for the business, good for HCPs, and great for patients.”
Frank Armenante
Director, Field Systems and Projects
Novo Nordisk
“Vault CRM puts us on a fast track to innovation. We’re excited to use Veeva AI agents to maximize customer engagement while minimizing field prep and data entry.“
Ozlem Arisoy
Vice President, IT Pharma Commercial Global
Bayer
“We are excited to expand our long-standing partnership with Veeva by moving to Vault CRM. We share a deep commitment to advancing medicine and are excited to explore the potential of Veeva AI to help drive commercial execution to the next level.”
Anna Åsberg
Global CIO
Gilead Sciences
“With data and AI at its core, Vault CRM will help us create more personalized interactions, giving our teams the insights to better support healthcare professionals and the patients they serve.”
Wafaa Mamilli
Chief Digital and Technology Officer
Roche
