Introduction to the Reltio Integration for Veeva Vault CRM
Learn how Reltio integrates with Veeva Vault CRM to synchronize customer data across platforms in real time or batch mode.
Veeva Vault CRM is a cloud-natvie CRM platform built for pharmaceutical, biotech and med-tech commercial operations . The platform delivers comprehensive capabilities including customer profiling, territory and account planning, sample management, field engagement, and compliant content sharing.It connects sales, marketing, and medical teams through a unified, compliant customer data foundation that supports coordinated engagement across business functions.
Reltio Integration for Veeva Vault CRM enables two-way synchronization of HCO, HCP, location, and relationship data between the two systems. This allows commercial teams to access accurate, up-to-date customer information across field operations, sales planning, and regulatory workflows.
The integration uses the Reltio Integration Hub (RIH), a low-code platform, to connect with Veeva Vault CRM APIs. It includes a prebuilt Veeva Vault CRM integration and configurable recipes for syncing data in real time or scheduled batches.
- Integration specialists working on cross-system pipelines
- CRM architects and platform admins responsible for data governance
- Life sciences data stewards focused on HCP and HCO quality management
Why use Reltio Integration for Veeva Vault CRM?
- Eliminate data silos by connecting master data in Reltio with operational records in Vault CRM
- Avoid duplicate customer records with search-before-create logic
- Sync data using standard recipes aligned to the life sciences model
- Support DCR workflows, merge events, and field-level updates
- Improve data accuracy and compliance through traceable data flows
Benefits of integrating Veeva Vault CRM with Reltio
- Real-time and batch synchronization: Choose real-time updates for responsiveness or batch loads for scale and for initial load, depending on your workflow needs.
- Improved match logic with search-before-create: Avoid duplicate creation in Veeva by validating incoming records against existing entities using Reltio's match rules.
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Data change request (DCR) support: Changes from either system can raise DCRs for approval before being accepted into the master record.
- Support for relationship and location data: Synchronize complex structures like HCP–HCO affiliations, locations, and license information without custom code.
- Lower IT overhead with prebuilt recipes and connectors: Use Reltio Integration Hub (RIH) to configure and manage the sync logic with minimal development effort.
What problems does the Reltio Integration for Veeva Vault CRM solve?
- Fragmented data across systems: Without integration, customer data is duplicated or incomplete across Veeva Vault CRM and Reltio. This creates data silos, misalignment, and compliance risks.
- Manual work and redundant updates: Field teams and data stewards often enter the same data in multiple systems. The integration eliminates double entry by syncing changes automatically.
- Risk of noncompliance and audit failure: Regulatory bodies require accurate, traceable customer records. Reltio provides master data governance; Veeva ensures compliant execution. Together, they form an auditable data chain.