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Veeva’s Decision to Migrate
Veeva, a leading provider of cloud solutions for the life sciences industry, has recognized limitations in delivering value to its customers through the Salesforce platform. In response, Veeva has decided to migrate its CRM offerings from Salesforce to its purpose-built Vault platform, designed specifically for the unique needs of the life sciences sector. This strategic move aligns with Veeva’s commitment to providing industry-focused solutions and maximizing customer satisfaction.
When Will the Migration Take Place?
Veeva has outlined a phased approach for the migration process:
Net new users
Access to Veeva Vault CRM will be available from 2024.
2024
2025
Existing customers
Migration to the Vault platform will commence in 2025.
Full migration
Veeva aims to transition all customers to Vault CRM by 2030, with the majority of migrations occurring between 2026 and 2029.
2026 - 2029
2024
Net new users
Access to Veeva Vault CRM will be available from 2024.
2025
Existing customers
Migration to the Vault platform will commence in 2025.
2026 - 2029
Full migration
Veeva aims to transition all customers to Vault CRM by 2030, with the majority of migrations occurring between 2026 and 2029.
Download Our Brochure: Seamless Migration to Vault CRM
Moving to Vault CRM Migration Project
Migration Process Details
Seamless Transition
Veeva is dedicated to ensuring a seamless transition for its customers:
Handling of custom apps and objects:
Veeva will facilitate the migration of current customers' applications and objects to the Vault platform.
Goal of reducing custom objects:
Veeva encourages customers to audit their systems to identify and minimize reliance on custom objects, enhancing the overall application experience.
Our Approach
Assessment and Planning
At VillageMinds, we follow a structured approach to ensure a successful migration to Veeva Vault CRM:
Initial Assessment:
System Audit:
Conduct a thorough audit of your current CRM system to identify essential objects and customizations.
Requirements Gathering:
Collaborate with your team to understand your business processes, requirements, and specific needs.
Project Planning:
Custom Project Plan:
Develop a detailed project plan tailored to your organization, outlining all phases of the migration.
Timeline Estimation:
Provide clear timelines, considering system complexity and business constraints.
Migration Execution
Data Mapping
Define precise data mapping strategies to ensure accurate data migration.
Data Cleansing
Clean and prepare data to minimize errors and inconsistencies during migration.
Custom Objects Handling
Manage the migration of custom applications and objects.
System Configuration:
Configure the Veeva Vault CRM to meet your specific business needs.
Testing Phases
Implement multiple testing phases, including unit testing, system testing, and user acceptance testing (UAT) to ensure the integrity and functionality of the migrated data.
Issue Resolution
Promptly address and resolve any issues identified during testing.
User Training
Provide comprehensive training sessions to help your team adapt to the new system and its features.
Ongoing Support
Offer continuous support to address any post-migration issues and ensure a smooth transition.
Data Mapping
Define precise data mapping strategies to ensure accurate data migration.
Data Cleansing
Clean and prepare data to minimize errors and inconsistencies during migration.
Custom Objects Handling
Manage the migration of custom applications and objects.
System Configuration:
Configure the Veeva Vault CRM to meet your specific business needs.
Testing Phases
Implement multiple testing phases, including unit testing, system testing, and user acceptance testing (UAT) to ensure the integrity and functionality of the migrated data.
Issue Resolution
Promptly address and resolve any issues identified during testing.
User Training
Provide comprehensive training sessions to help your team adapt to the new system and its features.
Ongoing Support
Offer continuous support to address any post-migration issues and ensure a smooth transition.
Benefits of Veeva Vault CRM
Enhanced User Experience
Veeva Vault CRM offers several advantages:
New Features
Veeva introduces innovative features with Vault CRM:
Challenges and Friction Points
Training and Change Management
- Adapting to the new UI: Customers may require training to familiarize themselves with the new browser interface.
- Migration of coded objects: Transition from Salesforce’s APEX to JAVA may necessitate adjustments and additional development efforts.
Training and Change Management
- Adapting to the new UI: Customers may require training to familiarize themselves with the new browser interface.
- Migration of coded objects: Transition from Salesforce’s APEX to JAVA may necessitate adjustments and additional development efforts.
Third-Party Integrations
- Considerations for third-party integrations: Customers must ensure compatibility and seek appropriate solutions or project management services to ensure seamless integration with the Vault platform.
Conclusion
Villageminds stands ready to assist you throughout the migration process to Veeva Vault CRM. With our expertise in IT consulting and CRM migration, we ensure a smooth transition, enabling you to leverage the full potential of Veeva’s industry-driven solutions. Contact us today to embark on your journey toward a more efficient CRM system tailored for the life sciences industry.