What is Veeva MyInsights?

What is Veeva CRM MyInsights?

Veeva CRM MyInsights is a data visualization tool that sits within Veeva CRM, giving sales teams access to real-time data that can drive better planning, decision-making and execution. It is one of the most underutilised but valuable tools that Veeva has to offer.

Who benefits from effective use of Veeva MyInsights?

Today’s “multichannel” rep needs much greater visibility of their customers, their past and planned touchpoints, what content has been shared, consumed and acted on from those touchpoints, and ultimately if and how this moved that customer along the adoption ladder.

MyInsights allows reps to do all that and more. Along with training and functional content, it is one of the key critical success factors for achieving excellence in this brave new world of remote customer engagement.

Here are a few examples to illustrate just how powerful and flexible a tool it can be:

• Simple territory insights

Every company has some form of dashboards, whether proprietary or third party. But by utilising MyInsights, not only are the dashboards in the same system as the data, they are also in the tool that reps use on a daily basis – putting the data right at their fingertips.

Veeva even provides an ‘out of the box’ version that will meet many of a rep’s needs without much adaptation, as well as a WYSIWYG dashboard builder that will allow them to build simple dashboards to better fit their business needs.

• Delegate recruitment accelerator

Recruiting for events is hard at the best of times, but with digital pollution and every man and his dog running online events for HCPs, it is going to be a key challenge in 2021 and beyond. By giving real-time insights into recruitment progress, reps are motivated to achieve their target and have a direct, clear call to action.

Displaying target customers, categorised by invitation status and listed oldest first, the rep has a clear set of next best actions to ensure maximum attendance at their event. Recent updates to the MyInsights module also enable the rep to take action directly from the dashboard.

• Customer segmentation and engagement excellence

Customer segmentation programmes can often fall over at the implementation stage. At twentyeightb, we put a lot of time, energy and resource into identifying our customer segments, their beliefs and the drivers that will move them along the adaptation ladder, but how well does this translate to the field?

By tagging CLM content VAE (Veeva Approved Email) links, we can track content trends and present it against customer segments, then overlay the recommended split and approach to better enable reps and their area managers in planning their approach to these customer segments.

• Measuring and shifting HCP brand alignment

Using customer and territory level visualisations of customer responses to a brand alignment survey, reps can both highlight areas of concern and track positive shifts over time.

By linking belief gaps to content effective in closing those gaps, reps can also take effective next best actions as well as track the impact that content sharing has on better aligning customer beliefs to brand values.

• Buying signals dashboard

By tracking, aggregating and scoring customer activity on company-hosted websites, educational portals and interaction with CLM, VAE and Vault-hosted content, reps can build a territory level picture of potential, and identify next-best actions for customer engagement.