Vault CRM Suite Features Brief

Agentic Engagement Platform for Medtech
Leveraging AI to Get the Right Therapies to More Patients

Drive smarter, more impactful engagement with Veeva Vault CRM – the agentic CRM purpose-built for medtech. Unifying sales, marketing, and medical teams on a single platform with a single database, it delivers a unified view of the customer to drive seamless collaboration and customer-centric execution.

AI in Vault CRM delivers industry-specific agentic capabilities – such as contextual insights, conversational voice controls, and compliant free text data capture – to maximize field productivity while eliminating prep work and manual logging. With full offline support on iPad and iPhone, field teams stay fully connected to critical account data
and compliant content, wherever care is delivered.

Business Benefits

• Improve Field Speed and Productivity
  Embedded AI removes administrative friction to deliver deeper insights, faster decision making, and increased productivity.

• Achieve True Customer Centricity
  Gain a single, shared customer record to orchestrate more personalized interactions and a better customer experience.

• Generate Commercial Evidence^™
  Turn daily field observations into commercial evidence to uncover hidden care obstacles and access barriers.

Key Features

• Industry-Specific Agentic AI
  Embedded AI in Vault CRM provides standard industry-specific agentic capabilities to increase commercial agility while maintaining strict regulatory compliance. It provides an open foundation for AI that seamlessly connects your data and embeds external AI agents.

  • Agentic Call Report^™: Effortlessly capture detailed field notes to get real-world context to clear obstacles to care.
  • Agentic Voice: Enhance user experience and remove friction for data entry by enabling voice
    input to record, transcribe, and transpose information directly into Vault CRM.
  • AI-Powered Media Search: Locate, summarize, and launch marketing materials for proactive
    planning and real-time support during customer interactions.

• Open & Interoperable Foundation

  • Vault CRM Data Lakehouse: enables a zero copy architecture to share and mount your CRM data
    into your data lakes, like Databricks or Snowflake, for AI and analytics in near real time. The efficient data-sharing architecture makes your CRM data accessible without the need to build and maintain complex, costly replication integrations. Included in Vault CRM license.
  • Seamless External Agent Integration: Embed external AI agents directly into the Vault CRM interface using an intuitive overlay. These external agents, whether built by partners like IQVIA or developed internally on architectures such as Databricks or Snowflake environments, run seamlessly with full context./li>

• Elevated Sales and Marketing Performance
  Deliver a more targeted, personalized customer journey and better engagement with unified campaigns orchestrated through Veeva Vault CRM Campaign Manager. With an intuitive interface and standard campaigns built for life sciences, Campaign Manager allows complete control to create and run campaigns quickly and efficiently.

• Unified Sales and Service
  Elevate customer experience and support by giving inside sales and contact center teams shared data, content, and channels. Veeva Vault CRM Service Center is the only life sciences-specific outbound and inbound contact center embedded within CRM, allowing for effortless collaboration, efficient task routing, and faster case resolution.

• Omnichannel Engagement
  Engage HCPs wherever, whenever, and however they prefer. Vault CRM unifies your entire commercial ecosystem, seamlessly connecting sales, marketing, and medical teams across Approved Email, Engage, Events Management, Campaign Manager, and Service Center on a single, shared database. With full visibility into all interactions, field teams gain the real-time insights they need to deliver continuous, customer-centric experiences.

• Strategic Key Account Management
  Vault CRM’s key account management (KAM) module allows teams to manage strategic accounts effectively within a single, collaborative framework.
  Create account plans, execute planned activities, and measure progress toward goals across specialty care, primary care, field medical, managed markets, or key account teams.

• Personalized Content at Scale
  Equip field teams with up-to-date and highly tailored messaging with real-time access to approved content and personalized delivery options. Optimize content strategy while ensuring compliance with industry regulations using detailed tracking and usage analytics that continually feed back to Veeva PromoMats.

• Insights at the Point of Execution
  Tailor the CRM user experience to help your field focus on what matters most. Leverage a library of pre-existing dashboards, develop views using Veeva’s extensive partner network, or easily create custom insights across brands, roles, and activities.

• Productive Workspaces
  Seamless integration with Microsoft 365 tools like OneNote, Outlook, and Teams simplifies call scheduling, accelerates collaboration, and provides a unified workspace for teams. Users easily capture notes, manage calendars, and communicate efficiently in their existing workflow.

• Mobile and Offline Access
  Activate field teams anywhere and on any device with Vault CRM Suite’s adaptive design, which delivers a seamless experience across phones, tablets, and laptops. Unique offline capabilities further allow reps to stay productive, even without internet access.

• Built-in Compliance
  Designed to adhere to the latest industry regulations, field teams sample and communicate compliantly with features that flag words or phrases that violate regulations in text input fields and proactively block prohibited terms from being
  sent to an HCP via chat.