Veeva Align

Veeva Align simplifies the field planning process and enables high-impact field execution.

Benefits

Dynamic Alignment

Adapt to market and business changes rapidly with flexible governance, rules, and process

Omnichannel Coordination

Drive coordinated field execution through a single source of territory and alignment information

Precise Targeting

Enhance field and user experience for impactful customer engagements

Features

Integrated Territory Design with Veeva Align+

Veeva Align+ is a complementary territory design solution that helps maximize return on your field investment. Align+ integrates with Veeva Align to speed the process from initial territory creation to field execution.

Design territories based on any reference or performance data, with visualization and optimization features that make your job easier
Easily understand the impact of different territory arrangements using Align+’s responsive processing and calculation capabilities
The prebuilt connector to Veeva Align transports your territory structure seamlessly to Veeva Commercial Cloud for fast, reliable field execution

Integrated Territory Design with Veeva Align+

Multichannel Cycle Planning

Easily define criteria to segment channel activities across your customer base.

Create a unified plan for digital and face-to-face channels
Set activity goals for each customer channel, including face-to-face, events, emails, remote engagements, and more
Prioritize activities based on your unique customer segments and business needs

Alignment Execution

Model alignment and targeting changes to optimize results and compare scenarios.

Compare multiple models to determine the best solution
Push new alignments live with a few clicks
Use maps and key performance indicators to plan the right alignments for your business

Integrated Field Feedback

Get early field feedback about proposed territory changes and activity plans directly from within Veeva CRM.

Reduce manual steps and eliminate data entry errors with an integrated feedback loop
Eliminate confusion over current and upcoming alignments with clear information
Improve the accuracy of territory alignments and optimize based on real-time information from the field

Roster Management

Veeva Align’s roster management capabilities ensure your field resources are up-to-date with the right tools to succeed.

Enable home office to take action on territory vacancies and oversaturation using built-in dashboards for smarter resource planning
Automatically assign CRM roles and user permissions, then push to Veeva CRM with the click of a button
Onboard quickly and keep your roster current with Veeva’s prebuilt custom integration from Workday to Align

Seamless CRM Integration

Veeva Align is designed from the ground up to manage your territory hierarchy, customer alignments, roster, product assignments, and target activity plans seamlessly with Veeva CRM.

Ensure alignments are built on the most current customer data
Create alignments with future start dates; Align will manage the data load process to Veeva CRM
Eliminate field confusion and data errors in the feedback process