{"id":1128,"date":"2024-11-20T10:35:10","date_gmt":"2024-11-20T09:35:10","guid":{"rendered":"https:\/\/www.ddirez.net\/?p=1128"},"modified":"2024-11-29T23:36:00","modified_gmt":"2024-11-29T22:36:00","slug":"boost-your-analysis-customise-your-veeva-crm-reports-for-truly-relevant-insights","status":"publish","type":"post","link":"https:\/\/www.ddirez.net\/en\/boost-your-analysis-customise-your-veeva-crm-reports-for-truly-relevant-insights\/","title":{"rendered":"Boost your analytics : customize your Veeva CRM reports for truly relevant insights !"},"content":{"rendered":"
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The power of data in Veeva CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Veeva CRM is an essential solution for regulated industries, particularly in the pharmaceutical and life sciences sectors. However, the abundance of data available in a CRM does not always guarantee its optimal use. The key lies in customising reports<\/strong>, a powerful lever for transforming raw data into actionable insights.<\/p>\n\n

In this article, find out how to optimise your analyses with tailor-made Veeva reports. We'll look at concrete techniques, advanced tips and practical examples to get the most out of your CRM.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Customise\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Why customise your reports?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Specific needs for unique objectives<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Each company, and indeed each team, has its own priorities. A marketing manager will want to understand the ROI of his campaigns, while a sales manager will be more interested in monitoring the performance of his team. A generic report is therefore likely to lack relevance and clarity.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Customisation allows you to :<\/p>

  • Focus on key KPIs<\/strong> Filter out unnecessary information to save time.<\/li>
  • Facilitating decision-making<\/strong> : Give each user a precise view of the data that matters to them.<\/li>
  • Improving team buy-in<\/strong> Tailor-made reporting improves CRM adoption by making it more useful.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    The strategic impact of customised reports<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Well-constructed reports are not only useful for observing, but also for act<\/strong> :<\/p>

    • Anticipate market trends with consolidated data.<\/li>
    • Optimise performance with segmented analyses (by region, product or channel).<\/li>
    • Reinforce compliance by generating reports tailored to regulatory audits.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Steps to successful customisation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Step 1: Understanding your business needs<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Before diving into Veeva CRM, ask yourself the right questions:<\/p>

      • What are your main objectives?<\/li>
      • Who will use these reports?<\/li>
      • What decisions will be taken on the basis of this data?<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        A concrete example<\/strong> A sales team might need a summary table of current opportunities, with columns such as :<\/p>

        • Customer name<\/li>
        • Opportunity stage<\/li>
        • Estimated amount<\/li>
        • Expected closing date<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Step 2: Identify available data<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Veeva CRM offers a wide range of standard and custom fields. Analyse your key objects, such as :<\/p>\n

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          • Accounts<\/strong> Data on your customers or partners.<\/li>\n \t
          • Call<\/strong> History of field interactions.<\/li>\n \t
          • Controls<\/strong> Financial or logistical data.<\/li>\n<\/ul>\n

            Also check the relationships between these objects to create cross-reports, which combine several data sources.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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            Techniques for customising reports<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            1\ufe0f\u20e3 Precise filtering for targeted insights<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            Use the advanced filters<\/strong> to retain only relevant data. For example, segment accounts by geographical region or customer type (wholesalers, hospitals, pharmacies).<\/p>\n\n

            Tip: Incorporate time-based criteria, such as \"last 30 days\", for dynamic monitoring of recent activities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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            2\ufe0f\u20e3 Custom columns and calculations<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            Add calculated fields to your reports to obtain enriched information. For example :<\/p>

            • Calls\/effectiveness ratio to assess the productivity of field teams.<\/li>
            • % increase in sales compared with the previous quarter.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              3\ufe0f\u20e3 Visual graphics<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Tables are informative, but graphs make it easier to quickly understand trends. In Veeva CRM, you can integrate bar, line or pie charts directly into your reports.<\/p>

              Tip: Customise the colours to highlight performance or deviations from targets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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              Advanced tips for optimising your reports<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Use dashboards to group together several reports<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              A dashboard lets you see several indicators at a glance. Combine different reports (e.g. call performance, order tracking) to provide a coherent overview.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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              Create automated reports<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Automate the generation and sending of periodic reports. This ensures that your teams receive up-to-date data without any manual effort.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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              Real-life use cases<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Imagine a pharmaceutical company wanting to monitor the efficiency of its field teams. Here's an example of a customised report:<\/p>

              • Objective<\/strong> Measuring the impact of medical check-ups on sales.<\/li>
              • Fields included<\/strong> Name of doctor, date of visit, product promoted, associated order, amount of sales.<\/li>
              • Related graph<\/strong> A curve showing changes in sales per doctor, correlated with the number of visits.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                Mistakes to avoid<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                Please avoid the following errors:<\/p>

                • Too much data<\/strong> Avoid information overload. Prioritise your KPIs for a readable report.<\/li>
                • Lack of coherence<\/strong> : Harmonise formats (currencies, dates, etc.) to make them easier to read.<\/li>
                • Ignoring user feedback<\/strong> : Develop your reports based on feedback from your teams.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                  Personalising reports in Veeva CRM is a strategic move that requires a good understanding of your objectives and CRM functionalities. By applying the best practices and tips presented in this article, you can turn your data into performance drivers for your business.<\/p>

                  Need help optimising your reports? Contact me<\/strong> for personalised support.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

                  Veeva CRM is an essential solution for regulated industries, particularly in the pharmaceutical and life sciences sectors. However, the abundance of data available in a CRM does not always guarantee its optimal use...<\/p>","protected":false},"author":1,"featured_media":1138,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[14,15],"tags":[],"class_list":["post-1128","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-conseil"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/posts\/1128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/comments?post=1128"}],"version-history":[{"count":31,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/posts\/1128\/revisions"}],"predecessor-version":[{"id":1199,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/posts\/1128\/revisions\/1199"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/media\/1138"}],"wp:attachment":[{"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/media?parent=1128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/categories?post=1128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ddirez.net\/en\/wp-json\/wp\/v2\/tags?post=1128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}