Veeva Vault CRM

Agentic CRM

Fastest Path to AI

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.

It 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.

AI in Vault CRM provides built-in, industry-specific agentic capabilities, featuring the Agentic Call Report, Agentic Voice, and AI-Powered Media Search.

Announced2022 StatusMature Customers100+
The Agentic Call Report Dashboard Interface

Deep Application

Delivers Critical Local Capabilities: Supports all critical region-specific capabilities and regulatory needs – from Brazil to Japan, Germany and beyond.

Hundreds of Compliance Features: Compliant at its core, Vault CRM stays up-to-date with ever-evolving regulatory and compliance needs.

Full Offline Support: Data, configurations, and content are seamlessly synchronized across mobile devices, giving the field team instant access to the information they need online and offline.

 

AI in Vault CRM See demos

Standard Industry-specific Agentic Capabilities: Embedded in Vault CRM to increase commercial agility and productivity.

  • Agentic Call Report: Capture compliant free text to generate Commercial Evidence, turning field insights into actionable intelligence.
  • Voice: Record, transcribe and transpose information directly into Vault CRM, turning Vault CRM into a true assistant and partner.
  • Media Search: Locate, summarize, and launch content for proactive planning and real-time support during customer interactions.

Open & Interoperable Foundation

  • Vault CRM Data Lakehouse: Make your CRM data easily available to power AI and analytics.
  • Embedded External Agents: Seamlessly integrate third-party AI into Vault CRM with full context.

Powered by Veeva AI in Vault Platform and all applications.

Available Today

The Agentic Call Report:
Commercial Evidence Generated from the Field

Compliant free text to drive insights to increase commercial agility.

Trusted Partner to the Life Sciences Industry
Bayer biocryst Biontech BoehringerIngelheim corcept Crinetics Gilead GSK ImmunityBio Ionis Merck Neurocrine NewAmsterdam-Pharma NovoNordisk Otsuka Revolution-Medicines Shionogi Sobi Bayer biocryst Biontech BoehringerIngelheim corcept Crinetics Gilead GSK ImmunityBio Ionis Merck Neurocrine NewAmsterdam-Pharma NovoNordisk Otsuka Revolution-Medicines Shionogi Sobi
Architecting the AI-Ready Enterprise
“Moving to Vault CRM early was a strategic choice to secure an AI-ready foundation because while the technology is already here, true transformation requires the discipline to embed a data-centric mindset into every end-to-end process.”
Kieron Scrutton
SVP, Enterprise Systems, and Digital & Tech Risk Management, GSK
Vault CRM Demos

AI to Work Smarter and Faster