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Introduction to Veeva
Veeva Professional Services

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Module Objectives
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Provide a Veeva company overview
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Introduce the Veeva product suite
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List SFDC Resources and Veeva Product Guides
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Review Veeva Administrator Certification
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Veeva Overview
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Company Statistics

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What We Do

Founded in 2007
800+ employees
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Build innovative, cloud-
based applications for
the life sciences
Global company
headquartered in
- D industry
Market, sell and
Pleasanton and with
offices in San
Francisco, Radnor, nl y implement our
products
Barcelona, Paris,
a
Sydney, Shanghai, and O Focus on customer
success

e vTokyo

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Veeva Product Suite ot
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Veeva Products
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Veeva CRM

Veeva CRM is
Veeva Network

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Veeva Network is a
t Veeva Vault

Veeva Vault is the


the leading cloud-
based CRM
solution built
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combined Customer

o
Master and Master
Data solution which
first cloud-based
suite of content
management
specifically for the
life sciences industry
Approved Email
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has over 10 million
health care
professionals (HCP)
applications
developed
specifically for the
solution allows reps
to send only pre-
approved
nl y and health care
organizations (HCO)
Seamlessly
global life sciences
industry
Vault admin training
communication to

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HCPs O integrated with
Veeva CRM
is 3 days

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CRM admin training Network admin

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is 5 days training is 4 days

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Veeva Mobility Solutions
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iRep on
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Windows 8
iPad
Offline with Go Online
Full Functionality
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Offline with Go Online
Full Functionality

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CLM
including built in CLM
Ideal for Sales Reps,
Ideal for Sales Reps,

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MSL and MM
MSL and MM

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BlackBerry
Tablet PC
Laptop

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Offline with Go Online
Offline with Go Online

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Full Functionality
Targeted Functionality CLM with Partner

ee Ideal for MSL, MM and


non-sampling Reps
Ideal for Sales Reps,
MSL and MM

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Veeva CRM Language Packages
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The following language packs are available for out-of-the-box
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translation of the applications:
Italian

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Chinese (Simplified)
Chinese (Traditional) Japanese

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Czech Korean


Danish
Dutch
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Portuguese (Brazil)
Polish
English

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Spanish

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Finnish

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French Spanish (Mexico)
Swedish

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German
Thai

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Greek

v Hungarian Turkish

ee Log a case with Veeva Support to enable multiple languages


Vietnamese

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Resources ot
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Veeva CRM Documentation
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Veeva CRM online help can be made available from a link in the
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Homepage sidebar
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Salesforce.com Resources
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Salesforce.com Help and Training

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Pre-recorded training sessions
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Documentation
Developerforce.com
nl y Access most of the Help
site without logging in

Trust.salesforce.com

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Salesforce.com Blog

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e Additional training can be taken directly from Salesforce

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Veeva Support Site
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Customers can log support cases
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Partners should only request portal access if they are actively
engaged with a customer and need to log cases on the
customer's behalf
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Veeva support site URL:
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http://www.veeva.com/support

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Veeva New Releases
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3 New Releases Per Year
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Every 4 months: March, July, and November
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New functionality/features along with defect fixes

Delivery of New Releases


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Via upgrades to all customer orgs including
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Production and Full Sandbox environments

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All new features are defaulted off with exceptions stated in Release Notes

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updates
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Customers are notified a minimum of 30 days in advance of Production org

e v New releases are provided in Full Sandboxes 3 weeks prior to Production orgs

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Veeva New Releases Continued bu
t r i
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Regression Testing

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Veeva does functional verification
and regression testing for new
releases

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Customers are responsible for
configuring new features and then

-
testing against those configurations
prior to providing new features to end

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users
Enable/configure new features in

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Sandbox before migrating to
Production

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Veeva New Releases Continued bu
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Patch Releases

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Delivered on an as-needed basis
Customers are notified for each patch after

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subscribing for patch notifications in CRM
Community

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Patches only contain important defect fixes
(i.e., where viable defect workaround is not

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available) and not new features

nl Delivered during off business hours of end


users local time

a O
e v Standard Practice: Patches are delivered on Thursday evenings local
time for Americas and Europe and Friday evenings for Asia/Pacific

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Veeva Administrator Certification
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Want to become a Certified Veeva Administrator?

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At the end of the training, you will receive instructions and a
login for the certification exam
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Two Parts:
o N Timeframe:

Multiple Choice Test:


75% to pass
- D Due 10 business days
from the day you receive
Case Study:
Configurations must
match 100% of
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Estimated 6 8 hours to
complete

O Multiple choice test must


requirements
Two attempts to pass be completed in one sitting

vaboth portions of the


certification examination
(30-45 min)
Case study can be worked

ee on throughout the week

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Module Summary
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Provided a Veeva company overview
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Introduced the Veeva product suite
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Listed SFDC Resources and Veeva Product Guides
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Reviewed Veeva Administrator Certification
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Appendix ot
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Some of Veevas Customers

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Select Veeva Customers
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Select Veeva SMB Customers
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