Seamless customer service and effective inside sale
Announced Summer 2023
Status Early
Customers 1-10
Vault CRM Service Center is an application for inside sales, contact center, and hybrid field teams that enables inbound and outbound engagement across channels, with all data captured in Vault CRM.
Service Center includes case management, video calls, telephony integration, and industry-specific capabilities including consent, sampling, call reporting, and a foundation of compliant content. Microsoft 365 native integration enhances productivity, including case collaboration in Microsoft Teams and OneNote.
Service Center is part of Vault CRM Suite, which means all customer-facing teams work from the same customer data, content, and key processes to deliver a customer-centric experience.
Vault CRM Service Center Impact
Elevate customer experience and support
Deliver personalized and relevant customer service with a consolidated view of HCP touch points across all channels and teams.Speed case resolutions and collaboration
Instantly connect account teams with a unified workspace integrated with Microsoft 365 to access resources and assign queries efficiently.Reduce cost and complexity
Simplify operations and maximize resources with shared content, channels, and consent used across sales and service teams.
Customer Success
Medtechs redefine engagement with Veeva Commercial
