May 28, 2023

Why Veeva's Move Away from Salesforce Presents an Opportunity to Improve Customer Engagement

Damian Colehan

The pharmaceutical industry is currently on a transformative journey to revolutionize their customer engagement, through new strategic collaborations, partnerships & modern ecosystems to provide a digital-first, content-rich experience to patients and the HCPs that deliver their care.

The recent decision by Veeva to re-platform its CRM away from Salesforce is a watershed moment, with industry experts such as Gartner suggesting that now is the time for life sciences companies to consider exploring alternative modern CRM and omnichannel solutions.  

Veeva's switch to Vault CRM means that companies who choose to migrate will have to move all their Salesforce customizations, build new costly integrations and potentially pay for additional Salesforce licenses.  

With this major migration effort, there comes a major setback of time and resource management. A lot of life sciences companies are going to struggle when it comes to bringing innovation and transformation to current CRM and Customer Engagement Programs when they must grapple with figuring out their next move.  

This is where the Tact customer engagement platform can help make a difference. is trusted by leaders in the life sciences and technology sectors for its ability to transform CRM effectively.  Our platform streamlines systems, offers intuitive tools, and provides a true Customer 360 engagement model. By combining the strengths of the Salesforce platform and Veeva Vault, delivers a comprehensive and efficient Customer Engagement platform and an excellent user experience

Seamless Integration and Compliance:

One of the key strengths of is its ability to integrate seamlessly with existing systems, including Salesforce and Veeva Vault by leveraging the best of both worlds, caters to the specific needs of life sciences customers. This integration ensures that valuable data is synchronized across platforms, enabling a holistic view of customer interactions.

Streamlining Customer Engagement: understands the challenges faced by life sciences companies when it comes to customer engagement. With an innovative approach, Tact provides a range of tools and features that streamline the entire process. From pre-call planning, data insights, to post-call logging and sending compliant emails ensures that every interaction with customers is optimized for success. This comprehensive solution allows sales teams to focus on building relationships and delivering value, rather than being bogged down by administrative tasks and finding the right information when they need it

Virtual Engagement with MS Teams: understands the significance of remote collaboration and has seamlessly integrated with Microsoft Teams to enable virtual engagement between healthcare professionals and customer-facing teams. This integration eliminates geographical limitations, allowing healthcare professionals to effectively interact with sales teams, share information, and collaborate effortlessly. By leveraging virtual engagement, teams can provide personalized and timely interactions, ultimately enhancing customer satisfaction.

I believe that at this point it is crucial for life sciences organizations to explore alternative modern Omnichannel solutions to ensure they stay ahead in the ever-evolving CRM landscape. Feel free to reach out to us at to discuss how we can assist you in redefining your customer engagement strategy.

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about the author
Damian Colehan
Vice President of Sales - EMEA
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