Veeva CRM’s Accounts module enables users to view and manage person accounts, business accounts, territories, and suggestions for account engagement. Person accounts are individual people, for example, an HCP, while business accounts are organizations, for example, a drugstore. Using Account Hierarchy and Sphere of Influence, users explore relationships and influence between accounts, quickly identify in-territory and out-of-territory accounts, and navigate among related accounts.
Accounts are at the core of many parts of CRM—for example, Scheduling and Planning interactions, Cycle Plans, Territory Management, Order Management, Surveys and Assessments, Call Reporting, and Medical Events.
With Accounts, users can perform the following tasks:
Managing Accounts – Admins manage Network subscriptions for accounts and data load accounts from an external source, third-party Master Data Management system, or integration. Admins can also create, update, or delete accounts manually.
Managing Territories – Admins manage the Territory Hierarchy and govern which accounts a user can access by aligning accounts and users to territories
Viewing Accounts – End users can view accounts in several ways, including lists and views, My Accounts, and advanced account search
Exploring Accounts – End users can see all manner of account information, for example, account timeline, Office Best Times, Sphere of Influence, child accounts, and global account data
Modifying Accounts – End users can submit requests for adding accounts, or create data change requests for updates to existing accounts