Getting started with Veeva MyInsights dashboards
Any data storage solution such as Veeva CRM brings with it great opportunity to not only act as a central location from which to find data, but also a source of analytics and insight. Veeva CRM MyInsights is no different.
If you are looking to make better use of the data housed within Veeva CRM, MyInsights dashboards offer an accessible, relatable and highly visual solution. For those that are completely new to the concept, Veeva have recently released MyInsights Studio. This entry-level dashboard building tool provides access to initial templates with no coding knowledge.
Should you find that your requirements are more bespoke, our team will work with you on an initial analysis of your data sources. This scoping phase identifies gaps in your data collection and tracking that we can assist you in resolving, while consulting with your wider team and stakeholders on best practice and measurement planning. Once you have clear objectives in place, our development team work with you on defining a clear brief.
Custom MyInsights dashboards for real-time data visualisation
MyInsights dashboards are one of the key tools in enabling and empowering the multichannel rep. With the pandemic-driven move to digital, reps can be overwhelmed by the various content channels and data. A good dashboard brings it all together to ensure selling and territory effectiveness. It puts the right data at the rep’s fingertips in an easily consumable format, delivering actionable insights that will ensure an increased frequency of good sell outcomes.
While our process for developing genuinely useful dashboards is relatively simple, the back-end development involved is surprisingly complex. We start by understanding your brand plan and objectives. Is the dashboard aimed at territory or HCP level? What insight are you looking to generate? What is going to be the most effective way of visualising the data?
With a clear brief, we set about proposing the appropriate dashboard elements, creating wireframes and identifying the required data sources – resolving issues with missing data and documenting these against the target environment. Once our prototype is ready, we re-engage the field team for their input before commencing full development in line with our exacting code standards.
Once we’ve been through user acceptance testing, we’ll work with your team to sync changes to your Veeva Vault and place the power of a MyInsights dashboard straight into the CRM.
Creating a culture of measurement and analytics
Best-in-class uptake of Veeva MyInsights dashboards is all about selling and territory effectiveness. A good dashboard will make the Veeva CRM the go-to tool for the field team, presenting them with data that helps them better understand their territory, their customers and what action they should take in order to move each customer along the adoption ladder.
Engaging with reps and ensuring that the emphasis shifts from monitoring their performance to providing the tools to improve their effectiveness in the field will result in a significant improvement in adoption of all the CLM materials now at their disposal. We put the rep at the centre of our consultative process, which means that dashboards are deployed, tested in the field, reviewed, iterated and improved. By working with our clients on an ongoing basis, the twentyeightb team are able to create a virtuous cycle of improvement. The richer the data that we can help you record, the richer the insights your territory managers and reps will be armed with – ultimately leading to a consistent increase in appropriate prescribing.
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Not found what you were looking for? We can offer expert consultancy and development across a number of aspects of Veeva.
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From building Veeva Approved Email templates to reviewing their effectiveness, we help field teams unlock customer insights and potential sales opportunities.
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CRM & CLM Consultancy
Our experienced consultancy team are experts in the enabling field teams as the orchestrators of great customer experiences, through best practice omnichannel tools and techniques.
Find out moreWhat is Veeva MyInsights?
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