Veeva CRM Corporate Training Course

Edstellar's instructor-led Veeva CRM training equips teams to gain an in-depth familiarity with the features and functionalities of Veeva CRM. Through this training, organizations proficiently handle account data, interact with product data, record calls, manage call scheduling, and utilize Veeva CRM's online/offline reports and dashboards.

16 - 24 hrs
Instructor-led (On-site/Virtual)
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Veeva CRM Training

Drive Team Excellence with Veeva CRM Corporate Training

On-site or Online Veeva CRM Training - Get the best Veeva CRM training from top-rated instructors to upskill your teams.

Veeva CRM is a powerful tool designed specifically for the life sciences and pharmaceutical industries, enabling businesses to enhance interactions, streamline processes, and drive growth. The Veeva CRM training course is a specialized training that equips organizations and their employees with the essential skills and knowledge needed to harness the power of Veeva CRM (Customer Relationship Management) software.

Through Edstellar's Veeva CRM instructor-led training, employees gain a profound understanding of the software's features, functionalities, and practical applications. They acquire the skills to proficiently manage customer data, optimize interactions, and harness the power of reporting and analytics for informed decision-making. This onsite Veeva CRM training equips teams to be confident users of Veeva CRM, contributing directly to increased productivity, improved customer engagement, and overall business growth.

Veeva CRM Training for Employees: Key Learning Outcomes

Develop essential skills from industry-recognized Veeva CRM training providers. The course includes the following key learning outcomes:

  • Troubleshoot and resolve common CRM issues
  • Train and onboard team members on Veeva CRM
  • Efficiently manage customer data and interactions
  • Analyze CRM data to make informed business decisions
  • Configure and customize Veeva CRM to meet organizational needs

Key Benefits of the Training

  • Cultivates a culture of continuous improvement, driving innovation and excellence
  • Guarantees data accuracy and compliance with industry regulations, reducing risks
  • Streamlines internal operations, reducing complexity and improving overall efficiency
  • Equips employees with valuable skills, enhancing their confidence and job satisfaction
  • Drives increased sales efficiency, resulting in higher revenue generation for the organization
  • Elevates overall operational performance, leading to better business outcomes and competitiveness
  • Empowers organizations to maximize Veeva CRM's potential for effective customer relationship management

Veeva CRM Training Topics and Outline

This Veeva CRM Training curriculum is meticulously designed by industry experts according to the current industry requirements and standards. The program provides an interactive learning experience that focuses on the dynamic demands of the field, ensuring relevance and applicability.

  1. Getting started
    • Logging in
    • Navigating the interface
  2. Veeva overview
    • Key features
    • Benefits for businesses
  3. User roles and permissions
    • Defining user roles
    • Assigning permissions
  4. Basic data entry
    • Creating records
    • Editing records
    • Deleting records
  1. Admin Console interface
    • Exploring the Admin dashboard
    • Customizing the dashboard
  2. User management
    • Adding users
    • Modifying user profiles
    • Deactivating users
  3. Data management
    • Backing up data
    • Restoring data
    • Data archiving
  1. Role-based access
    • Defining access levels
    • Role-based permissions
  2. Data encryption
    • Ensuring data security
    • Managing encryption keys
  1. Customizing fields
    • Adding custom fields
    • Modifying field properties
  2. Page layouts
    • Designing user-friendly layouts
    • Applying layout templates
  3. Global settings
    • Configuring global parameters
    • Setting default values
  1. Object creation
    • Defining custom objects
    • Relationship mapping
  2. Object fields
    • Adding fields to custom objects
    • Field validation rules
  1. Utility overview
    • Exploring configuration tools
    • Importing and exporting data
  2. Data mapping
    • Mapping data fields
    • Data transformation
  1. Account customization
    • Tailoring account records
    • Adding account attributes
  2. Account hierarchies
    • Establishing account relationships
    • Parent-child accounts
  1. Account management
    • Creating and editing accounts
    • Managing account records
  2. Account reporting
    • Generating account reports
    • Analyzing account data
  1. Working with products
    • Adding and managing products
    • Product categorization
  2. My Setup Configuration
    • Customizing My Setup preferences
    • Personalizing user experience
  1. Product metrics overview
    • Defining product metrics
    • Tracking product performance
  2. Metric reports
    • Creating metric reports
    • Analyzing product metrics
  1. Call plans
    • Creating call plans
    • Managing call schedules
  2. Call reporting
    • Capturing call details
    • Analyzing call data
  1. Cycle planning
    • Designing sales cycles
    • Allocating resources
  2. Cycle plan execution
    • Implementing cycle plans
    • Monitoring progress
  1. Sample distribution
    • Managing sample inventory
    • Sample allocation
  2. Sample reporting
    • Tracking sample usage
    • Compliance reporting
  1. Data import
    • Importing external data
    • Data transformation
  2. Data export
    • Exporting data for analysis
    • Scheduled data exports
  1. Territory setup
    • Defining sales territories
    • Assigning accounts to territories
  2. Territory reporting
    • Analyzing territory performance
    • Territory optimization
  1. iREP and CLM introduction
    • Understanding Interactive Response Engagement Platforms
    • CLM capabilities
  2. Content management
    • Managing content for CLM
    • Content distribution
  1. Report creation
    • Building custom reports
    • Adding filters and parameters
  2. Dashboard design
    • Designing interactive dashboards
    • Real-time data visualization
  1. VInsights overview
    • Understanding VInsights
    • Data sources and integration
  2. Analytics configuration
    • Configuring analytics tools
    • Customizing analytical models
  1. Environment setup
    • Managing sandboxes
    • Data migration strategies
  2. Version control
    • Tracking configuration changes
    • Change deployment and rollback

This Corporate Training for Veeva CRM is ideal for:

What Sets Us Apart?

Veeva CRM Corporate Training Prices

Elevate your team's Veeva CRM skills with our Veeva CRM corporate training course. Choose from transparent pricing options tailored to your needs. Whether you have a training requirement for a small group or for large groups, our training solutions have you covered.

Request for a quote to know about our Veeva CRM corporate training cost and plan the training initiative for your teams. Our cost-effective Veeva CRM training pricing ensures you receive the highest value on your investment.

Request for a Quote

Our customized corporate training packages offer various benefits. Maximize your organization's training budget and save big on your Veeva CRM training by choosing one of our training packages. This option is best suited for organizations with multiple training requirements. Our training packages are a cost-effective way to scale up your workforce skill transformation efforts..

Starter Package

125 licenses

64 hours of training (includes VILT/In-person On-site)

Tailored for SMBs

Most Popular
Growth Package

350 licenses

160 hours of training (includes VILT/In-person On-site)

Ideal for growing SMBs

Enterprise Package

900 licenses

400 hours of training (includes VILT/In-person On-site)

Designed for large corporations

Custom Package

Unlimited licenses

Unlimited duration

Designed for large corporations

View Corporate Training Packages

This Corporate Training for Veeva CRM is ideal for:

The Veeva CRM training caters to organizations seeking to upskill their CRM skills. This training is specially intended for sales managers, sales representatives, marketing managers, customer service representatives, product managers, data analysts, team leaders, business analysts, project managers, and IT professionals from the pharmaceutical industry.

Prerequisites for Veeva CRM Training

There are no prerequisites required for functional Veeva CRM training. However for the technical Veeva CRM training, the participants must have good knowledge of Salesforce Admin.

Assess the Training Effectiveness

Bringing you the Best Veeva CRM Trainers in the Industry

The instructor-led Veeva CRM Training training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Veeva CRM practices.

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