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Veeva Vault CRM vs. Salesforce CRM: Considerations for Migrating or Switching Solutions

Veeva, while operating Veeva CRM on a Saleforce-based platform, identified limitations in the value the existing Veeva Customer Relationship Management (CRM) solution can deliver to their customers. As a result, the company decided to transition the CRM offerings to a purpose-built solution hosted on its own Vault platform, Vault CRM that launched in April 2024, designed specifically for the unique needs of the life sciences industry.   

Veeva outlined a migration roadmap that aims to fully eliminate Salesforce instances, and all current Veeva customers would be on the Vault-based CRM by 2030. Starting in 2025, Veeva has begun to migrate instances of Veeva CRM to Vault CRM over the next five years, with most migrations occurring between 2026 and 2029.    

Since Vault CRM’s launch, major players in the pharmaceutical industry have taken the opportunity to evaluate their commercial technology ecosystem and give more strategic context to the decision to migrate or switch CRMs. Some early adopters like Bayer, GSK,  BioNTech, and Boehringer Ingelheim have committed to migrate to Vault from the legacy Salesforce-based solution.  

As a reaction to the dissolution of the Veeva -Salesforce partnership, Salesforce announced their own development of a new life sciences CRM solution – Salesforce Life Sciences Cloud. As an established CRM leader and the former host platform for Veeva’s CRM tools, Salesforce is in a strong position to innovate the CRM landscape and challenge Veeva’s spot in the ecosystem. Partnering with IQVIA, Salesforce has leveraged the IQVIA OCE CRM solution as a starting point to develop Life Sciences Cloud as a competitor to Veeva Vault CRM.  

While the Sales automation and HCP engagement functions for pharma capabilities of the solution won’t generally available until September 2025, demos of intended functionality have been rolled out over the last year signaling to potential clients how Salesforce is thinking about the new platform. IQVIA will continue to market the OCE CRM solution through 2029, by which point clients on the platform will need to migrate or switch – facing a similar decision to the Veeva CRM clients today on a similar timeline.  

Considerations: Veeva Vault CRM vs. Salesforce CRM

Life sciences companies are at a crossroads, faced with the choice to stay with their existing CRM provider and migrate to the new solution or to use this as an opportunity to fundamentally change their commercial tech stack. Since both decisions come at a cost, many organizations are taking the time to be choosy.  

Those approaching this decision strategically are taking this opportunity to reflect on their commercial strategy and evaluate their existing commercial system ecosystem and its evolution over the next 5 years.  Each platform has unique strengths and weaknesses; therefore, the decisions will vary based on the organization and its current structure, needs, and openness to change. In any case, this necessary decision provides an excellent opportunity for companies to reexamine how they want to engage with customers and how CRM innovation can help them achieve their goals.  

Below, we will outline key considerations life sciences organizations should take into account as they make their decision. 

  Veeva Vault CRM:  Salesforce Life Sciences Cloud: 
Benefits 
  • Minimized change management for field team: The Vault CRM solution was intentionally built as a copy of the Veeva CRM solution to minimize change management required for field teams to adapt to a new UI.   
  • CRM / Material Review interoperability: With Veeva Vault as a current best-in-breed solution for Material Review, staying within the Veeva ecosystem will likely facilitate the smoothest interoperability with the PromoMats and MedComms solutions. However, it sounds like Salesforce is joining the race and considering building a competitive offering on their roadmap. Each company will likely try to lock companies into their ecosystem for end-to-end sales and marketing processes.  
  • White glove migration support for low complexity early adopters: While time will tell if the level of migration support will change with the increase of migration volume in 2028 and 2029, early adopters deciding to make the Veeva CRM switch are receiving white glove service by Veeva to support the migration. While these migrations have been low complexity, Veeva is taking a proactive approach to learn from these projects and add things to the roadmap that will facilitate smoother migrations in the future. 
  • Industry focus: With deep life sciences expertise, Veeva is not trying to be everybody’s everything like the Salesforce Suite. A clear understanding of industry regulations and workflows will help the company place its bets as it’s forced to innovate in the new competitive market. 
  • Redefined user experience: Salesforce took the opposite view and aimed to redefine the user experience expected in a CRM. While the traditional table views exist, front and center are the agent-enabled interaction capabilities. Salesforce is partnering with clients to rethink pharma interactions, which put it ahead on the innovation curve. Couple that with deep pockets, Salesforce can pay their way to the most innovative solution in the market. 
  • Embedded AI experience: While Veeva has jumped on the bandwagon in 2025, Salesforce remains ahead on AI capabilities that aren’t just use case specific (e.g. Veeva’s CRM and MLR bot) but embedded throughout the Salesforce experience into all interactions.  
  • Wider commercial ecosystem: While both companies are focused on building out a suite of offerings to lock clients into their universe, Salesforce’s Marketing Automation capabilities (Salesforce Marketing Cloud) and Omnichannel capabilities (Salesforce CORE) outpace those of Veeva’s current tech stack.  
  • Cost: While both Salesforce and Veeva are known for their high price tags, it seems Salesforce is more open to cutting costs to bring new users into their ecosystem. Whether this approach will persevere once the initial migrate / switch period has passed is too soon to tell, but the competition will be beneficial for clients in the near term.   
Challenges 
  • Migration complexity: While the migration solution Veeva has built will tackle simple low complexity migrations, moving to Vault CRM involves building certain things from scratch, including custom functionality and user roles. Larger organizations with heavily customized solutions may face extended timelines.
  • Technical training needs: Differences in the coding environment (moving from APEX to JAVA) could require additional training for administrators and IT staff.
  • Third-party integrations: Veeva doesn’t manage third-party integrations during migration, requiring companies to allocate resources for these projects.  

 

 

  • Early adopters ironing out the kinks: While it’s hard to tell without a live solution on the market before September 2025, demos of the solution in 2024 were spotty, hinting at the fact that Salesforce was still ‘building the plane.’  Early adopters will likely be beta testing the new solution before it hits steady state.  
  • Lack of industry-specific expertise: While powerful, Life Sciences Cloud is one of an ecosystem of Salesforce products that serve a wide variety of industries and will have a learning curve to capture life sciences-specific features and regulatory requirements. However, Salesforce is making up ground and in a fight between software and industry, quickly closing the gap. 
  • Uncertainty in strategy: Salesforce’s relatively new foray into life sciences may lead to concerns about long-term support and focus on this vertical. 

As pharma leaders consider their commercial IT strategy, many will look to conduct Requests for Proposal (RFP) in the coming year to evaluate options, functionality, and price. Decisions made now will likely set the course for their technology ecosystems. If you need support evaluating your technology landscape and how it best aligns with your commercial strategy, Clarkston can help.

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Tags: Veeva Consulting