Adopt Veeva CRM as the new CRM tool for Sales Teams
by Patrick Suarez Solan
1. Plan schedule on a weekly basis
1.1. Don't know who to plan with! -> Use MCCP
1.1.1. MCCP metrics: Planned, etc.
1.2. Don't know if you'll have scheduling conflicts! -> Review weekly schedule
1.2.1. Can overlay with Outlook calendar
2. Update Veeva CRM data
2.1. Veeva CRM Data is outdated! -> Sync Veeva
2.1.1. Syncing regularly ensures data is current and shortens load times
2.1.2. Home screen offers info around latest changes and Veeva status
2.2. Can't find a customer! -> Use GAS
2.2.1. More details will focus the results
2.3. Find outdated customer data! -> Submit DCR
2.3.1. You can edit some fields without approval
2.3.2. Add details to a DCR to facilitate approval
3. Review customer data prior to visits
3.1. Don't know what recent messages and interactions the customer has received! -> Review call history and timeline
3.1.1. Helps you keep aligned with other colleagues
3.2. What if the customer's not there? -> Review contact information
4. Record visit details and discussion
4.1. Don't want to forget what you've discussed! -> Open Call Report
4.1.1. Have many different sections to log your call report
4.2. Discussed a product with another stakeholder present! -> Add attendees
4.2.1. Icons show different activities in Timeline
4.2.2. Can access report of each activity by tapping