Setting up for CRM success in 2025

We began our 25 things to watch out for in 2025 series by exploring the 5 big things shaping the world of CRM, from Veeva Vault’s growing adoption to the rising importance of first-party data. Then, we turned our attention to field sales excellence, breaking down the 10 fundamentals that drive high-performing teams.

Here, we’ll focus on maximising your CRM’s potential. Too often, powerful Veeva CRM and CLM features sit under-utilised, resulting in missed opportunities to streamline workflows, enhance HCP engagement, and fuel data-driven decision-making. From dynamic content and clickstream tracking to smarter email tools and call reporting, these under-utilised capabilities can deliver serious impact if you put them to work.

10 Most Under-Utilised Veeva CRM/CLM Features:

1. Email Builder

More flexibility in creating personalised rep-triggered emails

2. Dynamic Content

Create beautiful personalised digital leave-pieces bespoke to each HCP and the output from the sales call

3. HCP Player

Self–led details to reach those hard to see HCPs or share no primary campaigns and data

4. Remote CLM

Enable field teams to share content in meetings directly to the HCP’s devices and avoid tech set up issues (we love this one!)

5. Vault Hosted Content Sharing via VAE

Delivers extreme agility, cost savings and incredible speed to market as once content is approved in PromoMats, you have a link ready to go!

6. Email Fragments

These have been available for donkey’s years but are still massively underutilised – used properly they can significantly reduce cost, time, compliance burden…please start using them!

7. VAE Deep Links

VAE  deep links that use the AccountID token to track HCPs from Veeva through to their journey through your website

8. Clickstream Events

Capture content and customer insights to collect that all important first-party data that will supercharge your omnichannel activities and power your future AI solutions

9. MyInsights Studio CDMs

MyInsights Studio CDMs to customise call reports and enhance field team workflows and encourage field teams to stay on top of that all important data

10. MyInsights / X-Pages Workflow Tools

MyInsights/X-Pages workflow tools and dashboards to enhance territory and selling effectiveness and boost Key Account Planning and Multichannel Cycle Planning

Want to learn more?

Please reach out if you think we can help you with any of the above and if you are interested in learning more.