Vault CRM Solution
Vault CRM is a modern, cloud-native customer relationship management platform designed specifically for the pharmaceutical, biotech, and medical device industries. Built on the Veeva Vault ecosystem, it brings customer engagement, field activity management, medical workflows, and compliance into one unified system.
Built to Simplify Operations and Ensure Compliance
With a flexible architecture and life-science-focused capabilities, Vault CRM helps organizations simplify operations, improve team productivity, and maintain complete regulatory alignment across every interaction.
Key Features of Vault CRM
Vault CRM offers an extensive set of industry-ready capabilities to support end-to-end commercial and medical operations.
Customer & HCP Management
Centralized profiles, interaction history, segmentation, targeting, and customer hierarchies for precise engagement planning.
Field Activity & Engagement Tracking
Call reporting, visit scheduling, territory coverage, activity logging, and remote interaction tracking.
Medical Inquiry & Scientific Engagement
Structured handling of medical inquiries, response documentation, and compliant scientific discussions.
Content-Linked Engagement
Seamless use of approved digital content, ensuring only compliant and updated materials are shared with HCPs.
Compliance & Regulatory Controls
Sample tracking, audit trails, e-signatures, controlled content sharing, and regulatory-aligned documentation.
Mobile-First CRM Experience
Optimized for field reps with offline access, fast reporting, and on-the-go data capture.
AI-Driven Insights
Next-best-action recommendations, engagement trends, territory insights, and performance predictions.
Multichannel & Omnichannel Support
Supports in-person visits, emails, CLM content, remote meetings, digital events, and hybrid engagement models.
Benefits of Vault CRM
Vault CRM offers an extensive set of industry-ready capabilities to support end-to-end commercial and medical operations.
Unified View of HCPs
Teams gain full visibility into every interaction, improving planning, personalization, and relationship strength.
Higher Field Productivity
Mobile workflows, automated reporting, and integrated content reduce time spent on manual tasks.
Faster, Data-Driven Decisions
AI insights and real-time dashboards help identify opportunities, adjust strategies, and track performance.
Stronger Compliance
All interactions, samples, and communications follow approved, auditable, and globally compliant processes.
Better Cross-Team Collaboration
Sales, medical, and marketing operate on the same customer data, enabling coordinated engagement strategies.
Seamless Integration with Veeva Vault
Ensures approved, current, and compliant materials are always accessible for customer engagement.
Our Vault CRM Solution & Services
Implementation
We implement Vault CRM tailored to your operational model, territories, workflows, and compliance needs. Our configurations ensure smooth field activity management, customer tracking, medical workflows, and reporting.
Customization
We adapt Vault CRM to your unique processes—custom objects, workflow automation, role structures, page layouts, and approval flows that reflect how your teams work every day.
Integration
We integrate Vault CRM with ERP, MDM, marketing automation, HR, finance, and analytics systems to create a unified, real-time, compliant data ecosystem.
Data Migration & Quality
We migrate legacy CRM data using validated mapping, cleansing, and loading processes to ensure accuracy, structure, and regulatory compliance.
AI & Analytics Enablement
We configure dashboards, KPIs, and customer insights to help teams make smarter decisions using Vault CRM’s analytics and AI-ready capabilities.
Training & Support
We provide ongoing training, admin support, enhancements, troubleshooting, and adoption programs to ensure long-term CRM success.
Why Choose Us
We bring deep industry expertise, strong technical capabilities, and proven experience across global Vault CRM deployments. Our goal is to ensure your organization gets maximum value, productivity, and compliance from Vault CRM—today and as your operations grow.
What Our Clients Say
Vault CRM gave us a single, clear view of our HCP interactions across sales and medical teams. The system feels clean, reliable, and built for pharma workflows. Adoption across the field team was faster than expected.
Our operations became much simpler after moving to Vault CRM. Call reporting, content usage, and compliance tracking are now part of one smooth process. It reduced manual work and improved overall efficiency.
The biggest benefit for us has been compliance confidence. Every interaction, sample, and medical inquiry is properly documented. Vault CRM helps us stay audit-ready without adding extra steps for the team.
Field reps appreciate the mobile-first experience. Offline access and quick reporting make a real difference during busy field days. The CRM supports how they actually work on the ground.
The implementation and support experience was smooth and professional. The team understood our industry needs and configured Vault CRM in a way that fits our daily operations, not the other way around.
David Kim
Founder
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