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Understand the Roles in Veeva CRM Migration: Client, Partner, and Veeva
  • Online · On-Demand Webinar · Free Access
  • 11/02/2026
  • 25-min webinar recording + full slide deck - available immediately after registration
  • Available on demand
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Craftware›Understand the Roles in Veeva CRM Migration: Client, Partner, and Veeva

The window to migrate well is narrowing - fast

Veeva CRM will be retired before 2030. That sounds distant – until you account for a 10–18 month migration timeline, growing competition for expert resources, and the reality that early movers have already begun. The later you start, the less control you have over budget, timeline, and partner availability. As migration programs scale across the industry, the pool of experienced partners shrinks, and prices rise. Teams that start with a clear plan today complete migrations faster, with fewer surprises, and with more control over their own timeline. There is no hard deadline, but there is a window when conditions are most favourable, and it is already closing.

Get instant access to Webinar Recording

Recording + slide deck as a PDF presentation.

What you'll take away from 25 minutes.
  • The exact responsibility split - client, partner, Veeva - across every migration phase
  • Three real friction points from one of the first major Vault CRM migrations in Europe
  • A structured lens to assess whether your organisation is actually ready to begin

  • No more ambiguity about who owns what. You’ll leave with a clear mental model you can use in your next internal meeting or partner evaluation call.

  • User management surprises, middleware decisions that created downstream problems, and data visibility gaps nobody anticipated. Real lessons from an early adopter — so you don’t learn the same way.

  • Internal system dependencies, process disruption risk, validated migration capacity — the questions to answer before you brief a partner or request a budget.

Here's exactly what's covered in 25 minutes. Everything you need, nothing you don't.
  • 00:00

    Why the migration is happening, the 2030 end-of-life timeline for Veeva CRM, and what the early mover landscape looks like today.

  • 03:24

    The three main actors in any Vault CRM migration — Veeva, the implementation partner, and the client — and how responsibility is distributed across the project.

  • 04:34

    A phase-by-phase breakdown: pre-migration assessments, core migration, integrations & custom apps, testing & training, and post-go-live support. Who owns what at each stage.

  • 13:14

    How a well-structured partner engagement reduces internal workload, ensures stable integrations, and lowers the total cost of ownership.

  • 16:05

    Three real friction points uncovered during one of the first major Vault CRM migrations: user management, middleware strategy, and data visibility differences between platforms.

Ready to go further? Book a 15-min Discovery Call with our Veeva Expert.

15 minutes. Book a Call about your current migration situation and realistic next steps.

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Preparing for a Strategic CRM Shift

At this stage, the priority is not only selecting a new CRM platform but also understanding the broader business implications of this change – particularly if you are a senior stakeholder responsible for the commercial platform in a pharma, biotech, or MedTech organisation.

  • What internal systems and integrations currently depend on your Veeva CRM configuration?
  • Which commercial processes are most at risk of disruption during a 10–18 month migration window?
  • Does your organisation have the internal capacity to run a validated, compliance-grade migration alongside business as usual?

Before outlining your roadmap, translate strategic awareness into a structured plan. The sections below provide a step-by-step guide to building a compliant, future-ready migration strategy – from readiness audit to successful deployment.

Webinar speakers

  • An engagement manager with over 7 years of hands-on experience in the Veeva ecosystem across all sides of the migration equation — vendor, partner, and client. He spent nearly 6 years at Veeva Systems as a consultant in the Multichannel CRM practice in Barcelona, where he participated in multiple CRM migrations within life sciences. He subsequently spent over a year on the pharmaceutical side as IT Project Manager at Ferrer, living with the business impact of CRM systems daily. Now at Craftware, he leads the Veeva Migration practice, helping life sciences organisations navigate the transition to Vault CRM. He holds active Veeva CRM Administrator and Vault Platform Administrator certifications.

  • A business analyst with extensive experience across all stages of the customer lifecycle, having worked in marketing, sales, and customer service, though most closely connected to the former. He has extensive experience in the Life Sciences industry, where he serves as a business analyst and is currently involved in Veeva migration activities. For several years, he also conducted practical postgraduate courses in Salesforce CRM and Marketing Automation at one of Warsaw’s universities.

Craftware - a partner built for life sciences
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of revenue from pharma and life sciences
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+ successful projects for leading life sciences organisations
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+ people covering all capabilities end-to-end

 

Craftware is a certified Veeva Services Partner (Commercial Cloud) and Salesforce Partner.

With over 500 people and a deep focus on pharma and life sciences, we deliver end-to-end implementation, migration, and managed services  across EMEA.

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