Veeva Vault CRM
The Agentic CRM for Life Sciences
Powering Connected HCP Experiences
Vault CRM is an agentic CRM for life sciences that connects sales, marketing, and medical teams on a single platform with a unified customer database and embedded AI.
AI in Vault CRM provides built-in, industry-specific agentic capabilities, featuring the Agentic Call Report, Conversational AI, Agentic Media Search, and Agentic Insight Quality.
Vault CRM enables key capabilities such as customer profiling, content sharing and management, territory and account planning, key account management, sampling, call center, inside sales, and field engagement. Core capabilities support critical region-specific business requirements and regulatory needs.
Vault CRM is accessible online via a browser and desktop application, with full offline support on the iPad and iPhone.
Built-In Agentic Capabilities
See What’s New in AI in Vault CRM
Agentic Call Report
Capture compliant free text to generate Commercial Evidence™, turning field insights into actionable intelligence.
Move from rigid dropdowns to complete context
Minimizes risk with real-time compliance checks
Conversational AI
Research, plan, and execute HCP interactions through a conversational experience, turning Vault CRM into an intuitive field partner.
Delivers instant account insights and pre-call prep via voice and text
Turns complex CRM data into next steps and automated workflows
Agentic Media Search
Locate, summarize, and launch content for proactive planning and real-time support during customer interactions.
Makes content in Vault CRM more easily accessible
Maximizes the value of approved CLM content
Agentic Insight Quality
Get real-time feedback to produce insights that are clear, informative, and actionable.
Validate insights captured against pre-configured quality benchmarks
Increase quality and standardization for more valuable field medical intelligence
Customer Success
Leaders Transforming Engagement with AI










