13 November 2025 | |

From Salesforce to Vault: understanding Veeva’s CRM shift

As the push for seamless omnichannel engagement intensifies, pharmaceutical companies are rethinking how they manage customer relationships and leverage customer relationship management (CRM) systems.  Veeva is responding to this demand by moving all existing Veeva CRM users from Salesforce to its own Vault CRM platform by 2030.

In our latest blog we explore how this shift will impact the industry and what it means for healthcare communications.

Why Veeva is making the switch

Veeva's decision to migrate from Salesforce to Vault CRM stems from a strategic desire to offer a unified platform that better serves the unique needs of life sciences organisations. Vault CRM is designed to integrate sales, marketing, and medical teams on a single platform with a unified customer database. This deep application enables key capabilities such as customer profiling, content sharing and management, territory and account planning, and field engagement, including insights capture and analysis.

By developing its own CRM platform, Veeva aims to provide a more cohesive and specialised solution that aligns closely with the regulatory and operational requirements of the pharmaceutical industry.

Vault CRM, and the migration for existing customers began earlier this year, with most migrations happening between 2026 and 2029 with all transitions completed by 2030.

Several major pharmaceutical companies have already committed to adopting Vault CRM, signalling a strong industry shift. Early adopters include:

  • GSK
  • Bristol Myers Squibb
  • Novo Nordisk
  • Gilead Sciences
  • Boehringer Ingelheim
  • Merck

These companies are leading the way in embracing a more integrated and compliant CRM solution tailored to the industry's needs.

Benefits for life science companies

Switching to Veeva Vault CRM offers a number of advantages over the previous Salesforce platform which include:

1) Unified Platform

Vault CRM integrates sales, marketing, and medical teams on a single platform, enhancing collaboration and efficiency. Teams have access to a single source of truth, which reduces duplication of effort and ensures that all interactions are accurately recorded.

2) Regulatory Compliance

Vault CRM is built with the regulatory environment of the life sciences industry in mind. It provides audit trails, ensures that all interactions with healthcare professionals are compliant, and helps organisations avoid compliance risks that can arise from using multiple disconnected systems.

3) Advanced Analytics and AI Integration

One of the most significant advantages is the integration of artificial intelligence tools. Veeva is introducing AI agents, including Pre-call Agent, Content Agent, Free Text Agent, and Voice Agent. These agents help sales and medical teams work more efficiently by analysing call notes, suggesting content, predicting customer needs, and generating insights from unstructured data. AI integrations enable teams to personalise interactions, optimise content delivery, and make data-driven decisions faster.

4) Scalability and Future-Readiness

Vault CRM is designed to scale with the organisation, supporting global operations and multiple therapeutic areas. Its cloud-based infrastructure ensures updates are seamless and new features, such as AI capabilities, can be integrated without disrupting workflows.

5) Supporting Omnichannel Engagement

Vault CRM also enables true omnichannel engagement with healthcare professionals. By capturing interactions across multiple channels  including calls, face-to-face visits, email, and digital channels, the platform provides a unified view of customer interactions. This allows sales, marketing, and medical teams to coordinate communications, deliver consistent messaging, and ensure that the right content reaches the right audience at the right time. AI tools further enhance this capability by analysing cross-channel engagement patterns and recommending the most effective next actions, helping organisations build stronger, more personalised relationships with healthcare professionals.

How IGNIFI can help

As a Veeva content partner, IGNIFI can support your transition to Vault CRM by ensuring your content is compliant, well-structured, and fully integrated into the new platform. Our team is certified in CLM, Approved Email, and Review and Approval, and can assist with multiple aspects including content strategy, training, and adoption to help you maximise the value of your CRM investment.

If your organisation is considering migrating to Vault CRM or looking to optimise your use of Veeva, please get in touch.

Ready to elevate your Veeva experience?

Connect with our experts to see how our fully accredited team can integrate seamlessly with your marketing operations, leverage our dedicated development sandbox, and deliver tailored digital solutions that unlock new opportunities

Posted by Lucy Rimmer

Senior Digital Designer

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