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Vault CRM Unveiled: The Future of Life Sciences CRM and What it Means for You


Veeva's initial success stemmed from its CRM built on the Salesforce platform. However, as Veeva matured, it sought greater control to tailor functionalities to the intricate needs of the life sciences industry. This article delves into the effects of Veeva's strategic shift on current customers, examines Veeva's transition strategy, and highlights how Wolvio Solutions can facilitate your move from Veeva CRM on Salesforce to the advanced Vault CRM, ensuring future readiness.

Veeva CRM: The Established Industry Leader

Veeva CRM has been the gold standard for life sciences CRM for years. It offers a robust suite of features designed to manage interactions with healthcare professionals (HCPs), key accounts, and other stakeholders. Key strengths of Veeva CRM include:

  • Industry-Specific Functionality: Veeva CRM caters specifically to the complex workflows and regulatory requirements of life sciences. It streamlines tasks like call reporting, sample management, and compliance tracking.

  • Powerful Analytics & Reporting: Gain valuable insights into sales performance, customer engagement, and market trends with comprehensive reporting tools.

  • Seamless Veeva Integration: Veeva CRM integrates seamlessly with other Veeva solutions like Vault, CLM, and Vault PromoMats, fostering data consistency and streamlined workflows.

Vault CRM: The Next Generation of Life Sciences CRM

Veeva recently unveiled Vault CRM, building upon the success of Veeva CRM and introducing exciting innovations. Here's what sets Vault CRM apart:

  • AI-Powered CRM Bot: Enhance sales and medical team productivity with an intelligent assistant that personalizes tasks and provides data-driven recommendations.

  • Integrated Call Center (Service Center): Equip inside sales and hybrid reps with a built-in call center application for efficient customer interactions.

  • Omnichannel Engagement: Engage HCPs effectively through their preferred channels, including email, mobile, and web portals.


Veeva's Transition Plan: Key Dates and Milestones

Veeva has outlined a robust strategy to assist customers throughout the separation, with the transition timeline provided in their recent announcement.

Veeva's Transition Timeline

Impact on Existing Customers: What to Expect

The separation presents both challenges and opportunities:

  • Multi-Year Transition: Existing Veeva CRM users have a grace period until September 2030 to continue using the Salesforce platform.

  • Migration Considerations: A data and workflow migration to the new Vault CRM is necessary. Wolvio Solutions, with its proven migration expertise, can facilitate a smooth and efficient process.

  • Potential Disruptions: While Veeva is committed to a smooth transition, there's always a possibility of temporary disruptions during migration.

Wolvio Solutions: Your Complete Vault CRM Partner

The separation of Veeva and Salesforce presents an opportunity to leverage a more specialized and future-proof CRM solution. Our team is committed to providing thorough IT services to our clients, guaranteeing a seamless shift to this robust platform. We offer:

  • Comprehensive Migration Services: Our team will handle data migration, user migration and related configurations to the new Vault CRM.

  • Customization and Development: We can tailor Vault CRM to your specific needs, maximizing its value for your business.

  • Minimized Downtime: We understand the critical nature of your CRM system and work diligently to minimize disruptions during the migration process.

  • Continuous Support: We offer continuous support (BAU) to ensure your team can fully utilize the new Vault CRM and maximize its potential.


With Wolvio Solutions by your side, navigating this evolution becomes a seamless journey, ensuring your operations remain agile, compliant, and future-ready. Embrace the possibilities of Vault CRM and embark on a transformative journey towards unparalleled success in the life sciences industry. Contact us today to embark on this exciting new chapter.


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