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Course Outline
Introduction
- Veeva Commercial Cloud as a Seamlessly Integrated Solution
- Veeva CRM vs Salesforce
Overview of Veeva Engagement
- Veeva Multichannel CRM
- Veeva Digital Events
- Veeva Align
Working with Veeva Multichannel CRM
- Engaging with customers
- Align customer-facing resources
- Aligning interactions
- Managing orders
- Setting up visualizations
- Tracking performance
Managing Events with Veeva Digital Events
- Working with event data
- Creating an events strategy
- Setting up virtual, live, and hybrid events
- Ensuring oversight, control, and compliance
Planning and Executing Sales with Veeva Align
- Aligning territories
- Managing rosters
- Collecting feedback from the field
- Planning targeted activities
Summary and Conclusion
Requirements
- Experience managing customer relationships
- An understanding of sales team workflows
Audience
- Account managers
- Sales managers and team members
- Customer service managers and representatives
14 Hours
Testimonials (4)
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
The fact that we could now undersatand how it all fits together and a better understanding of what can be done.