Actionable Data Visualizations
Directly in Veeva CRM

Veeva CRM MyInsights

Empower your field teams for smarter decision-making with tailored insights right in
Veeva CRM.

Benefits

Actionable

Get real-time insights delivered directly in Veeva CRM for immediate field execution.

Flexible

Maximize your data’s competitive advantage with personalization options that enable diverse use cases.

Connected

Support a wide variety of external data sources so your field teams can see the full picture.

Features

Interactivity within Veeva CRM:

View a customer, start a call, or update a status right from a CRM MyInsights dashboard—built-in functionality lets you tailor your Veeva CRM workflow to your business needs.

  • Smart Linking lets users navigate between pages and data records, taking your field team to wherever they need to be in Veeva CRM.
  • MyInsights Edit gives users the ability to change Veeva CRM data from CRM MyInsights dashboards, helping users complete their tasks in fewer clicks.
  • Embedded actions enable users to interact with Veeva CRM workflows like call reporting, Veeva CRM Approved Emails, and Veeva CRM Suggestions, so you can prompt action in the places that suit your brand strategy.
Interactivity within Veeva CRM:

Preserves Veeva CRM data security:

Firewalls and special access in Veeva CRM are maintained in CRM MyInsights, so you can rest easy knowing that the right people see the right information.

Seamless connectivity:

Reduce the time and errors that come with manual data loads. External integrations help data from your existing sources flow directly into CRM MyInsights dashboards.

MyInsights Studio:

Designing the right insights for your team has never been easier. With CRM MyInsights Studio, you can build, preview, update, and deploy CRM MyInsights dashboards all from the same unified user interface.

Resources for CRM MyInsights

Actionable Insights for Better Field Execution
Demo Actionable Insights for Better Field Execution
Flexible, Real-time Visualizations Directly within Veeva CRM
Product Brief Flexible, Real-time Visualizations Directly within Veeva CRM
Improving Field Team Effectiveness with Actionable Insights
Customer Story Improving Field Team Effectiveness with Actionable Insights
Veeva CRM MyInsights Innovation Guide
Innovation Guides Veeva CRM MyInsights Innovation Guide