Engagement Configurator

Build your Veeva Services package.

Select service areas relevant to your team. Review and request a scoped proposal with no commitment.

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Pricing confirmed after scoped discovery. Tailored to compliance requirements, geography, and CRM complexity.

The services and packages described on this page are provided for informational purposes only and do not constitute a binding offer. All engagements are subject to individual scoping and to a formal agreement via a Statement of Work (SoW) or equivalent contractual documentation.

Craftware — a partner built for life sciences.

Certified Veeva Services Partner (Commercial Cloud) and Salesforce Partner, supporting pharma and life sciences across the full CRM lifecycle.

75%

revenue from pharma & life sciences

20+

projects for leading life sciences orgs

500+

people covering all capabilities

  • Core Managed Services is the foundation of our offering. It provides reliable, ongoing operational support for Veeva-based environments without requiring a large internal technical team.

    Typical activities include administration of Veeva environments, covering technical user management, Level 1 and Level 2 support, and resolution of synchronization and device-related issues, including coordination with Veeva support. The scope also involves minor configuration changes such as managing fields, page layouts, permissions, reports, and dashboards across both Vault and Salesforce-based platforms.

     

    Key benefits:

    • Predictable operating costs. Transparent service structures make budgeting easier and reduce the risk of unexpected support expenses.
    • Access to specialized expertise without internal hiring. Organizations gain immediate access to experienced Veeva and Salesforce professionals without building internal teams.
    • Faster issue resolution and smoother daily operations. Ongoing support reduces downtime and helps business teams stay productive.
    • Best-practice system administration. System changes and troubleshooting are handled in accordance with industry standards and compliance expectations.

     

  • This service focuses on user enablement, knowledge retention, and driving sustainable system adoption. In many organizations, systems function technically, but users do not fully understand how to use them effectively; this service bridges that gap through structured onboarding, targeted training, and ongoing enablement support.

    Typical activities include developing onboarding and training materials, delivering role-based training sessions and skill-boosting programs, and supporting change management initiatives. The service also covers internal communication related to system updates to ensure smooth adoption and consistent user engagement.

     

    Key benefits:

    • Increased user adoption. Users understand how to use the platform correctly and consistently.
    • Reduced dependence on informal knowledge. Processes become standardized instead of relying on a few experienced individuals.
    • Up-to-date and compliant documentation.
      Training materials stay aligned with system changes and regulatory expectations.
    • Better platform utilization. Organizations use more of the system’s capabilities instead of underusing existing features.
    • Stronger support for organizational change. Users receive guidance during system updates, process changes, or new feature releases.

     

  • This service provides technical and operational support for PromoMats activities, ensuring that content is uploaded, configured, and managed correctly within the system. It focuses on the technical administration of materials rather than content creation or process redesign, including management of CRM–PromoMats integrations, metadata configuration, and setup of approved email templates using the BEE editor.

    The service supports various content types, including approved emails, content fragments, multichannel presentations, and materials prepared by agencies or internal teams. Overall, it covers the technical execution of content management processes, ensuring reliable distribution and system consistency.

     

    Key benefits:

    • Reduced operational bottlenecks. Content uploads and metadata management become faster and more reliable.
    • Lower risk of content handling errors. Correct technical setup prevents distribution issues and compliance risks.
    • Continuity of operations. Organizations remain productive even when internal expertise is limited.
    • Faster issue resolution. Experienced specialists can quickly diagnose and fix technical problems.

     

  • This service supports the planning, execution, and ongoing maintenance of territory structures within Veeva CRM, ensuring accurate field force alignment and reliable data visibility. Territory management is a critical operational process, as errors can directly impact sales performance and reporting accuracy.

    Typical activities include managing territory updates, executing hierarchy and assignment rule changes, loading geographic alignment updates (e.g., Zip-to-Territory or Brick-to-Territory), and supporting organizational changes such as new teams or specialties.

     

    Key benefits:

    • Improved field effectiveness. Sales and medical teams see the right customers and accounts.
    • Better data accuracy and relevance. Territory structures remain aligned with real-world changes.
    • Reduced operational risk. Technical and business logic are handled correctly.
    • Increased confidence in the CRM system. Users trust the system when it reflects reality.

     

  • This service supports the setup and operational execution of Multichannel Cycle Plans (MCCP), one of the more complex processes within Veeva CRM. It combines planning support with technical execution to ensure that cycle plans are configured correctly, validated, and executed smoothly.

    Typical activities include preparing and loading cycle plan data, performing quality checks, monitoring cycle progress, and supporting updates during execution. The service also helps structure planning logic and prevent data or configuration errors that could impact field operations.

     

    Key benefits

    • Reliable cycle execution.
      Plans run smoothly without technical disruptions.
    • Reduced risk of data errors. Structured validation prevents upload failures.
    • Operational efficiency. Teams spend less time troubleshooting and more time executing strategy.
    • Support for lean organizations.
      Smaller teams can manage complex processes with expert assistance.

     

Feature Implementation Add-ons

Example one-time setup fees for activating standard Veeva modules. Final scope to be confirmed after discovery.

Medium Complexity (Example: €1,500 – €2,500):

  • Approved Notes: Compliance monitoring rules and phrase dictionary.
  • Call Expenses: Field capture setup and expense type mapping.
  • MyInsights L1: Activation of standard Veeva Out-of-the-Box dashboards.

High Complexity (Example: €3,500 – €5,500+):

  • Consent Management: Full signature capture flows and “Double Opt-in” logic.
  • Approved Email: Vault integration, domain verification, and template metadata.
  • MyInsights L2: Development of custom HTML/JS dashboards for specific KPIs.
Why Craftware
  • expertise

    Experience in Life Sciences

    15+ years supporting global pharma, biotech, and medtech, with over 75% of our revenue from Life Sciences.

  • reduced costs

    Technical but business facing

    We bridge IT and business, aligning technical solutions with real user and compliance needs.

  • increase in sales

    Right Size Approach

    Big enough to deliver at scale, small enough to stay flexible and focused on your needs.

  • control

    All capabilities covered

    Project managers, developers, testers, and integrators — all certified, all in-house.

István Csécsei

Engagement Manager•Veeva Migrations

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Veeva migration

Veeva CRM will reach end-of-life by 2030. For life sciences companies, this means planning a smooth transition to Veeva Vault CRM or alternative solutions. Discover how Craftware helps minimize risk, ensure compliance, and turn migration into an opportunity for transformation.

Learn more