Veeva Vault CRM Service Center
Seamless Customer Service and Effective Inside Sales
Vault CRM Service Center is an application for inside sales and customer service teams that enables inbound and outbound engagement across channels, with all data captured in Vault CRM.
This application includes full case management, omnichannel integration, case collaboration with integrated Microsoft 365 tools, and industry-specific capabilities including consent, sampling, call reporting, and compliant content.
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.
Announced Summer 2023 Status Early Customers 1-10
6 ways to maximize the impact of life sciences inside sales
One Solution, Two Ways to
Enhance Your Virtual Engagement
01 Service Center for Customer Service
Personalized Customer Support
Equip agents with consolidated customer data and activity history across teams for more informed interactions.
Faster Resolutions
Accelerate resolutions with a purpose-built interface and seamless Microsoft Teams and OneNote collaboration.
Cost-Efficient Ecosystem
Lower operational costs with a native CRM solution, eliminating the need for complex integrations, customization, and maintenance.
02 Service Center for Inside Sales
Accelerated Execution
Consolidate tools into a single application for efficient click-to-dial execution and effortless record keeping, including call attempts.
Deeper Customer Context
Unify your commercial teams with the same underlying data and data model for a true 360-degree customer view.
Rapid Deployment and Value
Get users productive quickly with an easy-to-deploy solution that scales to your needs.
“Vault CRM and Service Center will enable us to achieve a worldwide operational excellence and optimize engagement across channels.”
Francesco Masi
Chief Commercial Officer, Aboca
Overview
Unify Sales and Service
for a High-Touch Experience
Omnichannel Architecture
Seamless channel experience across phone, email, web, chat, and fax.
Microsoft 365
Collaboration with embedded Microsoft Office 365 (Microsoft Teams, OneNote, and Outlook).
Content Library
Centralized documentation for knowledge articles, FAQs, and approved PromoMats content.
Data Sharing Across Teams
360-degree customer view with cases and inside sales activities visible across all teams.
Veeva AI
Service Center application agents built on the platform Veeva AI.
Case Console
The only life sciences-specific console for end-to-end case management.
Inside Sales Console
Purpose-built UI for inside sales reps to build call lists, dial, and disposition from a single screen.
