Tool
Veeva Vault CRM
Veeva Vault CRM + Veeva AI agents: Agentic CRM for life sciences connecting sales, marketing and medical on one customer database with embedded AI agents. Vendor page
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3 use cases
Veeva Vault CRM: Write free-text call reports with real-time compliance checks
Veeva says the Agentic Call Report captures free-text field insights, with real-time compliance checks to minimize risk.
How: Dictate or type call notes → Review compliance flags → Submit
Source · Checked Oct 24, 2026
Veeva Vault CRM: Plan customer interactions through a conversational assistant
Conversational AI helps life sciences field teams research, plan, and execute HCP interactions.
How: Ask about the customer → Plan the interaction → Execute and log
Source · Checked Oct 24, 2026
Veeva Systems: pre-call insights
Veeva made AI agents generally available in Vault CRM (Pre-call Agent for suggested actions, Voice Agent for voice notes, Free Text Agent that flags compliance issues in call notes) and PromoMats (Quick Check Agent for pre-MLR content checks). Named pharma users gave endorsing quotes.
Novo Nordisk, Bristol Myers Squibb, Crinetics, Otsuka Europe, Moderna (early adopters) · Source · Published Dec 3, 2025