Visualise Data

Veeva CRM MyInsights helps sales teams to visualise their customer data. Sales teams receive real-time insights delivered directly in Veeva CRM for immediate execution which helps them to plan and deliver relevant account activity. Veeva MyInsights assists users in their working practices and removes the requirement to collect data from separate tools to analyse information.


Veeva MyInsights streamlines the workflow of reps by providing valuable information at a glance with dashboards. Sales teams can visualise Veeva CRM data such as user or account activity and plan their next actions. The data provides valuable insights into HCP preferences, helping field sales teams to make more informed calls about the best way to engage with and maintain relationships with their customers.

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With Veeva MyInsights, sales reps gain knowledge of their customers and can see how past activities have impacted their behaviours. Equipped with Veeva MyInsights, reps receive clear insight into the engagement of HCPs, their communication preferences and the types of content they are interested in.

Dashboard Insights: When using Veeva MyInsights, dashboards integrate into Veeva CRM and external data sources – giving reps immediate access to insights on their customers. Organisations can build custom dashboards to meet their specific business requirements or use existing, out of the box dashboards.

Real- time Insights: Reps receive real-time insights delivered directly in Veeva CRM, helping them to respond using the latest data and stay up to date with customer trends.

Analysing HCP Reponse: Veeva MyInsights can provide valuable information on the effectiveness of brand communications and sales reps. Data can highlight areas of concern and positive shifts in terms of brand alignment over time.

Increase customer engagement: Reps can monitor customer activity on company-hosted websites, educational portals and interaction with CLM content and Veeva Approved Email. With this information, they can plan actions to increase customer engagement.

Veeva Certifications

  • 12

    Veeva CLM

  • 10

    Approved Email

  • 9

    Engage Meeting

  • 11

    Engage Portals

  • 10

    Review & Approvals

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