Veeva CRM to Vault CRM Inventory Questionnaire

Please complete the questionnaire as best as possible to capture inventory information of the Veeva CRM Orgs to help provide you with a robust assessment to Migrate to Vault CRM. If you need assistance, please reach out to your Slipstream Account executive.

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First Name *

Last Name *

Company Name *

Email Address *

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Target Go-Live Date for Vault CRM *

Number of Veeva CRM Orgs? *

Number of CRM Profiles enabled? *

Approximate Data Volume for the Veeva Orgs? *

Average Number of Reports and Dashboards per Profile (BU)? *

Total Number of CRM Users? *

Please provide Production Org ID(s)

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Degree of Veeva CRM Customizations? *

Low (<20)
Medium (21 – 200)
High ( > 201)
Unknown

Veeva Components Currently Implemented

Network/Open Data
PromoMats
MedComms
Align
Align+
Digital Events
MyInsights
Medical Inquiry

Please provide more details for the Veeva Components (description, usage and any other components not listed above)

Veeva Managed Apps *

SAP Concur
Zoom
Salesforce Marketing Cloud
Knipper – Sampling
Aktana
None at Present Time

Please provide more details for Veeva Managed Apps (brief description, usage, etc.)

3rd Party Integrations *

APIs
Workflows
Triggers
Lightning
Scheduled Jobs
Scheduled Jobs
Custom Code (eg. .NET)
Events
HR Systems
Salesforce Marketing Cloud
Salesforce Community Cloud
Salesforce Health Cloud
Salesforce Sales Cloud
Salesforce Chatter
3rd Party Salesforce AppExchange
Medical Inquiry Fulfillment
Sample Management
Order Management
Veeva to Salesforce
Veeva Lightning
Content Management Systems
Suggestions
IQVIA Connector
Single Sign-On
None at Present Time

Provide any additional details on 3rd Party Integrations (brief descriptions, other integrations not listed above)

Database and ETL Integrations

Azure – SQL Server
AWS
Snowflake
Informatica
Matillion
Reltio
Dell Boomi
Mulesoft
Slipstream DATAstream
None at Present Time

Provide any additional information on Database and ETL Integration

MDM Integration

Trinity
IQVIA
SalesIQ
MedPro
ConcertAI
H1
Talend
ZS
Axtria
Mossaic
DATAstream MDM
Informatical MDM
Data Feeds (e.g. EDI, 4PL, MMIT, SPs, SDs, etc.)

Provide any additional MDM Integration Details

Report Integrations *

Tableau
PowerBI
Domo
Qlik
ZS
None at Present Time
MicroStrategy

Provide any additional details on the Report Integrations

Provide any information that may be relevant in capturing any additional details needed for the Veeva CRM to Vault CRM inventory assessment

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