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Course Outline
Introduction
- Veeva Commercial Cloud as a Seamlessly Integrated Solution
- Veeva CRM vs Salesforce
Overview of Veeva Engagement
- Veeva Multichannel CRM
- Veeva Digital Events
- Veeva Align
Working with Veeva Multichannel CRM
- Engaging with customers
- Align customer-facing resources
- Aligning interactions
- Managing orders
- Setting up visualizations
- Tracking performance
Managing Events with Veeva Digital Events
- Working with event data
- Creating an events strategy
- Setting up virtual, live, and hybrid events
- Ensuring oversight, control, and compliance
Planning and Executing Sales with Veeva Align
- Aligning territories
- Managing rosters
- Collecting feedback from the field
- Planning targeted activities
Summary and Conclusion
Requirements
- Experience managing customer relationships
- An understanding of sales team workflows
Audience
- Account managers
- Sales managers and team members
- Customer service managers and representatives
14 Hours
Testimonials (5)
The lecturer conducted the training in an understandable way, based on examples that illustrated the problems very well. All questions have been answered.
Kasia - Hitachi Energy Services Sp. z o. o.
Course - SAP Sales Order Processing and Supply Chain Management
Machine Translated
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
Lectures with exercises included on top of the knowledge.
