Making the most of data with Veeva crm and Insights⁺
Challenge
Ensuring that sales reps have the right information, in the right place, at the right time is crucial for success in any business. This was no different for our customer, who was struggling with dispersed customer data within their Veeva CRM application. This made it difficult for sales reps to gain a complete view of their customers, which made it difficult to prepare for successful sales calls.
The goal of the project was to centralise customer data within the application, enabling sales reps to easily access the relevant information and utilize it for successful sales calls. Our customer recognized that by streamlining their data management process, they could improve their relationships with customers, increase customer satisfaction, and ultimately drive higher revenue.
Solution
We’ve been working with this customer since 2018, and as part of our partnership, we’ve built our own Insights⁺ framework that allows us to create configurable dashboards. These dashboards bring together information that was previously scattered across various sources into one convenient location. We place a strong emphasis on customer experience (CX), user interface (UI), and user experience (UX) to ensure that sales reps have a complete view of their clients at their fingertips.
By leveraging our framework, we’re able to scale the dashboard easily and add parameters tailored to different countries and profiles, providing sales reps with the right insights at the right time. We collaborated with a UX/UI team to build out these dashboards, and in recent months we’ve given everything we’ve built over the past five years a fresh new look with the MYI 2.0 project.
Results
- Adoption: Adoption is high and continues to rise
- Data quality: Because salesreps can make adjustments directly in the dashboards and more salesreps are using the dashboards the data quality is continuously increasing
- User friendly: The dashboards make the job of the salesreps easier because they no longer have to search for the data themselves