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EncartaLabs

Veeva CRM

( Duration: 3 Days )

This Veeva CRM training course will familiarize you to Veeva CRM features and functionalities, with a focus on how end users and business stakeholders use and value them. By the completion of this course, you will be able to manage account data, interact with product data, record calls, manage call scheduling, and use reports and dashboards in Veeva CRM both online and offline.

By attending Veeva CRM workshop, delegates will learn to:

  • Utilize Veeva CRM within an internet browser
  • Explain offline use of Veeva CRM mobile application
  • Make use of to use the Veeva CRM mobile application
  • Define the terms used to describe accounts
  • Edit, view, and create accounts. View, edit, and create
  • Define what products are
  • View and edit metrics for the product
  • Explain what calls are
  • Recorded calls
  • Make use of My Schedule to plan calls
  • Define Salesforce the capabilities of reporting

The Veeva CRM class is ideal for:

  • Anyone who understands programming basics and knowledge of Salesforce can be benefitted.

COURSE AGENDA

Day 1

  • Introduction to Veeva
  • Overview of Admin Console
  • Data Access Security
  • Application Configuration
  • Creating Custom Objects
  • Veeva Configuration Utilities
  • My Accounts Configuration

Day 2

  • Account Object
  • Veeva Functionality Part 1
  • Products and My setup
  • Products Metrics Configuration
  • Call Management Configuration
  • Veeva Functionality Part 2
  • Cycle Plan Configuration

Day 3

  • Sample Management
  • Data Loading
  • Territory Management Application
  • iREP CRM and CLM Overview
  • Creating Reports and Dashboards
  • VInsights Configuration
  • Environment Management

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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