Veeva Commercial Cloud

• Experience managing customer relationships
• An understanding of sales team workflows

Audience

• Account managers
• Sales managers and team members
• Customer service managers and representatives

Veeva Commercial Cloud is a system for managing customer data, multichannel interactions, and compliant content. It is especially aimed at life sciences companies such as pharmaceuticals, medical institutions, healthcare organizations, etc. At its core is Veeva CRM, a cloud-based CRM based on Salesforce, but with additional fields, forms, and workflows.

This instructor-led, live training (online or onsite) is aimed at persons who wish to use Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.

By the end of this training, participants will be able to:

• Personalize customer interactions using Veeva CRM.
• Plan and execute enterprise events using Veeva Digital Events.
• Align sales territories using Veeva Align.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

• Veeva Commercial Cloud as a Seamlessly Integrated Solution
• Veeva CRM vs Salesforce

Overview of Veeva Engagement

• Veeva Multichannel CRM
• Veeva Digital Events
• Veeva Align

Working with Veeva Multichannel CRM

• Engaging with customers
• Align customer-facing resources
• Aligning interactions
• Managing orders
• Setting up visualizations
• Tracking performance

Managing Events with Veeva Digital Events

• Working with event data
• Creating an events strategy
• Setting up virtual, live, and hybrid events
• Ensuring oversight, control, and compliance

Planning and Executing Sales with Veeva Align

• Aligning territories
• Managing rosters
• Collecting feedback from the field
• Planning targeted activities

Summary and Conclusion