Veeva CRM Training Online

SKU: 3929
12 Lesson
|
30 Hours
Our Veeva CRM Training is designed for pharmaceutical and life sciences professionals, CRM users, sales representatives, business analysts and beginners who want to build practical skills in Veeva CRM. The training covers account and contact management, call planning, territory management, customer interactions, activity management, reporting and field-force operations. In this course, you will learn from experienced trainers through instructor-led live sessions, hands-on lab practice and real-world business scenarios. After completing the training, you will have practical Veeva CRM skills and receive job support to help you with your career next steps.
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Veeva CRM Training Online

Overview

Prerequisites

  • Basic CRM knowledge is helpful.
  • Understanding of pharmaceutical or life sciences sales is beneficial.
  • Basic computer skills.
  • No prior Veeva CRM experience required.

What Will You Learn

  1. Manage accounts, contacts, territories, and account relationships.
  2. Plan and schedule calls and customer activities.
  3. Create, execute, and submit call reports.
  4. Record products, key messages, samples, signatures, notes, and expenses during calls.
  5. Use Approved Email to create, send, and track customer communications.
  6. Work with CLM presentations and content.
  7. Use Multichannel Cycle Plans (MCCP) for customer engagement planning.
  8. Manage Events and event attendees.
  9. Understand Consent Capture and customer communication requirements.
  10. Use MyInsights to view account, territory, and activity insights.
  11. Work with Veeva CRM across supported browsers, iPad, and iPhone platforms.

Key Features

Course Curriculum

1. Veeva CRM overview
2. CRM navigation
3. Core CRM functionality
4. Users, accounts, territories, and products
1. Account management
2. Person and business accounts
3. Account search and account details
4. Account hierarchy and child accounts
5. Account relationships and affiliations
6. Account timeline
7. Account maps
8. Account planning
1. Territory management
2. Territory assignment
3. Account-to-territory alignment
4. Territory hierarchy
5. Territory visibility
1. Call planning
2. My Schedule
3. Scheduling calls and activities
4. Agenda, day, week, scheduler, and month views
5. Call objectives
6. Multichannel Cycle Plans (MCCP)
1. Call reports
2. Call attendees
3. Call channels
4. Products and product discussions
5. Key Messages
6. Samples
7. Call notes and attachments
8. Call submission
1. Sample management
2. Sample requests
3. Sample transactions
4. Sample limits
5. Sample accountability
6. Acknowledgement of Content
1. Approved Email overview
2. Email templates and fragments
3. Email Builder
4. Sending Approved Emails
5. Email personalization
6. Consent and unsubscribe functionality
7. Email activity tracking
1. CLM overview
2. CLM content management
3. Media Library
4. Presentations
5. Key Messages
6. CLM content synchronization
7. CLM activity tracking
8. CLM content in calls
1. Events Management overview
2. Event creation and management
3. Attendee management
4. Event materials
5. Digital and QR code sign-in
6. Event expenses
7. Surveys
8. Virtual events
9. Event attendance tracking
1. Multichannel activities
2. Multichannel Cycle Plans (MCCP)
3. Consent Capture
4. Engage
5. Engage meetings
6. Meeting scheduling
7. Customer engagement activities
1. MyInsights overview
2. Account insights
3. Territory insights
4. Commercial HCP insights
5. Commercial Territory insights
6. MCCP insights
7. Call activity analysis
8. Approved Email activity analysis
1. Veeva CRM on browser
2. CRM Desktop
3. CRM for iPad
4. CRM for iPhone
5. Offline functionality
6. Sync and autosync
7. Mobile device functionality
Talk To Us

We are happy to help you

1-800-7430-173 (US Toll Free)
+91 7240740740 (India)
Drop Us a Query
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Veeva CRM Training Cost

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 30 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 22 Aug 2026
  • Weekday Batch 24 Aug 2026
  • Weekend Batch 22 Aug 2026

1 ON 1 Training

US $ 899.00
100% Money Back Guarantee
  • Duration : 30 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 22 Aug 2026
  • Weekday Batch 24 Aug 2026
  • Weekend Batch 22 Aug 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support
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Want to know Today's Offer

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Veeva CRM Certification

This training prepares you for the Certified Veeva CRM Administrator certification exam. After completing the Veeva CRM Training, you will also receive an igmGuru course completion certificate. This certification validates your practical knowledge in Veeva CRM administration, configuration, user management, data management and core CRM functionality.

Veeva CRM Certification

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