Veeva provides a cloud-based enterprise CRM solution specifically for biopharma, consumer health, and animal health companies. Its fully-integrated multi-channel CRM solution enables companies to improve customer-centricity. Its true multi-tenant cloud-based architecture, robust partner ecosystem, and rapid innovation cycles have made Veeva one of the fastest-growing life sciences solutions worldwide.
Sales reps enter Call Reports and Events into the CRM system which captures and records all activities and attendance data with a health care provider. These activities can incur expenses related to meals or snacks that the reps bring to the facility as part of their meeting where product education is provided.
Traditionally, reps have been required to enter individual attendee information into their CRM application and then duplicate their efforts by also having to enter the same information into Concur Expense for the expense entry.
The Veeva Connector integration with SAP Concur removes this duplication of efforts by allowing reps to enter Expense and Attendee information in CRM and then automatically push that information to Concur Expense. The expense is added to an existing expense report if an un-submitted report exists. If an un-submitted report does not exist, a new expense is created.
The entries posted from Veeva are treated just like standard expense entries that the user manually creates in Concur Expense. This allows reps to edit information that has been submitted from Veeva before the expense report is submitted for approval.