Veeva Vault CRM Align

Streamlined Roster and Territory Management

Align is a field planning application for roster management, territory management, engagement planning, and integrated field feedback.

Align is powered by business rules to manage current and future alignments, including the definition of the territory, the target customer list, and engagement goals by channel.

Vault CRM end users can provide feedback on proposed future alignments and engagement plans directly within Vault CRM.

Announced2015 StatusMature Customers51–100
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Integrated and Agile Field Planning

Roster
Management

Assign your roster, manage vacancies, and control CRM user setup. See Workday integration demo

Territory
Management

Define your alignments including zips/bricks, customers, field members, products, and content.

Multi-Channel
Engagement Plans

Identify targets, develop call plans, and analyze territory capacity and utilization.

Field User
Feedback

Gather field input directly from Vault CRM and set approval workflows and guardrails. See demo

Impact

More Efficient and Productive Field Deployments

90 %

reduction in process steps

75 %

less time to perform alignment changes

45 %

increase in interactions with high priority HCPs

Benefits

Achieve the Right Alignments, Faster

Customer Success

Trusted by Biopharmas, Big and Small

ANI Axsome Bayer Biogen CSL Exact-Sciences Gilead Idorsia Paratek Shionogi Xeris