A leading Life Sciences health company

Making the most of data with Veeva crm and insights

Discover how a leading Life Sciences health company transformed their sales strategy by centralizing customer data with Veeva CRM and a valantic custom Insights dashboards. With 9,000 employees and 200 brands across the EMEA region, the challenge was to equip sales reps with comprehensive customer insights for more effective sales calls. Dive into the case study to see the innovative solutions that led to increased data quality, user adoption, and a seamless sales process.

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About the customer

Our customer is a leading Life Sciences health company, dedicated to innovating and delivering products and services to prevent and treat disease.  

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The 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. 

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The solution

valantic has been working with this customer since 2018, and as part of the partnership, they’ve built their own Insights framework that allows them to create configurable dashboards. These dashboards bring together information that was previously scattered across various sources into one convenient location. The team places 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 the framework, the team was 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. valantic collaborated with a UX/UI team to build out these dashboards, and in recent months everything that was built over the past five years was given a fresh new look with the MYI 2.0 project. 


  1. 1


    Adoption: Adoption is high and continues to rise 

  2. 2

    Data quality

    Because salesreps can make adjustments directly in the dashboards and more salesreps are using the dashboards the data quality is continuously increasing 

  3. 3

    User friendly

    The dashboards make the job of the salesreps easier because they no longer have to search for the data themselves 

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