{"id":11455,"date":"2015-12-03T07:00:22","date_gmt":"2015-12-03T06:00:22","guid":{"rendered":"http:\/\/www.veeva.com\/eu\/?post_type=resources&#038;p=11455"},"modified":"2026-01-27T14:24:36","modified_gmt":"2026-01-27T13:24:36","slug":"align-product-brief","status":"publish","type":"resources","link":"https:\/\/www.veeva.com\/eu\/resources\/align-product-brief\/","title":{"rendered":"³Ô¹Ï±¬ÁÏ Vault CRM Align Features Brief"},"content":{"rendered":"<style>\n.veeva-2024 .fa-ul li p {\n  margin-top: 5px;\n}\n.veeva-2024 .content-block .fa-check-circle {\n  color: #f7981d;\n  font-weight: 400;\n  font-size: 20px;\n}\n@media (min-width: 768px) {\n  .veeva-2024 .hero-centered {\n    padding: 100px 0;\n  }\n}\n@media (min-width: 992px) {\n  .veeva-2024 .content-block {\n    margin-top: 6rem;\n  }\n}\n.veeva-2024 .content-block__sidebar {\n  display: none;\n}\n<\/style>\n<p><img decoding=\"async\" class=\"img-right d-none d-lg-block\" alt=\"\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2015\/06\/³Ô¹Ï±¬ÁÏ-Align-FB-Img-1.png\"><\/p>\n<h2>Achieve the Right Alignments, Faster<\/h2>\n<p>\n³Ô¹Ï±¬ÁÏ Vault CRM Align enables collaborative field force management, simplifying and reducing time spent on sales planning.\n<\/p>\n<p>\nThe seamless integration between ³Ô¹Ï±¬ÁÏ Vault CRM and Vault CRM Align allows commercial teams to operate in<br \/>\na more agile and dynamic way. Align users can create alignments in days instead of weeks, efficiently reallocate roster members, target the right customers with the most effective channels, and gather field feedback directly from Vault CRM.<\/p>\n<h3 style=\"color:orange\">Align benefits<\/h3>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>90% fewer process steps<\/strong> <br \/>\n<strong>Efficient:<\/strong> A single alignment platform fully integrated with Vault CRM, Align eliminates<br \/>\nmanual steps (files, handoffs, data uploads) and the need for custom integrations. It is highly reliable and transparent, allowing teams to recognize and resolve any alignment errors on their own before sending them to downstream systems.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>75% less time to perform alignment changes<\/strong><br \/>\n<strong>Agile:<\/strong> Align enables rapid response to market or business changes through sophisticated business rule capabilities, automation, and process flexibility. Easily tailor alignments to the needs of distinct field teams, therapeutic areas, and geographies. Model and compare alignments in minutes before scheduling future implementation.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>45% increase in interactions with high priority HCPs<\/strong><br \/>\n<strong>Productive:<\/strong> Align provides confidence that the correct field resources will be targeting<br \/>\nthe intended customers through desired channels, unlocking capacity to upskill your<br \/>\nhome office. Efficiently gather and incorporate field intelligence into the field planning<br \/>\nprocess. Territory Managers, Account Managers, Medical, and other specialists can<br \/>\nspend more time with customers and less on troubleshooting their engagement plans.<\/p>\n<\/li>\n<\/ul>\n<div class=\"leading-quote leading-quote--inline leading-quote--inline-in-content\">\n<div class=\"leading-quote__inner\">\n<p>&#8220;Align is <class style=\"color:orange\">10 times faster<\/class> than our previous solution. We have more confidence in how we allocate our salespeople against products and territories.&#8221;<\/p>\n<div class=\"content-leading-quote__author\">\n<h6>&#8211; Ian Knowlton, Senior Director, Commercial Operations, Astellas<\/h6>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<h3 style=\"color:orange\">Key features, by capability area<\/h3>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Roster Management <\/strong><\/p>\n<ul>\n<li>Roster assignment and on\/off-boarding<\/li>\n<li>Vacancy management (vacation, LOA, temporary coverages)<\/li>\n<li>CRM user provisioning (content access,permission sets, public groups, Events, Engage, Outlook integration, etc.)<\/li>\n<li>Workday integration<\/li>\n<\/ul>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Territory Management <\/strong><\/p>\n<ul>\n<li>Territory hierarchies<\/li>\n<li>Alignments definition: zips\/bricks, customers, field members, products, targets, content<\/li>\n<li>Territory map views for swift realignments<\/li>\n<li>Zip-to-Terr adjustments<\/li>\n<li>Territory mirroring<\/li>\n<\/ul>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Multichannel Engagement Plans<\/strong><\/p>\n<ul>\n<li>Automated target identification via rules engine<\/li>\n<li>Territory capacity calculations and utilization thresholds<\/li>\n<li>Multichannel call plans, with as simple or complex of rules as desired<\/li>\n<li>Options to include goals for Vault CRM Events, Vault CRM Approved Email, or custom channel activities<\/li>\n<\/ul>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Integrated Territory Feedback<\/strong><\/p>\n<ul>\n<li>Rep feedback on account alignments, targets, and engagement channels and frequency<\/li>\n<li>Feedback provided directly in the CRM app to avoid spreadsheets and rep training on new apps<\/li>\n<li>Customizable feedback reasons and guardrails<\/li>\n<li>Manager review and approval workflows<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 style=\"color:orange\">Key application features<\/h3>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Seamless integrations with ³Ô¹Ï±¬ÁÏ and Vault CRM<\/p>\n<ul>\n<li>Alignments built on the latest data from CRM<\/li>\n<li>Scheduled data loads into CRM from Align<\/li>\n<\/ul>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Robust rules engine to automate workflowsand schedule changes<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Additional out-of-the-box integrations with ³Ô¹Ï±¬ÁÏ Territory Designer and incentive compensation partner offerings<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Reporting and data extracts<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Source of truth for past, present, and future alignments records<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Customizable dashboards and map visualizations<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Alignment modeling and comparisons<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>API access<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Audit trails<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The traditional way of aligning commercial teams has not kept pace with the rapidly changing.<\/p>\n","protected":false},"featured_media":78705,"parent":0,"template":"","class_list":["post-11455","resources","type-resources","status-publish","has-post-thumbnail","hentry","resource-area-20-commercial","resource-product-20-field-planning-alignments-align-territory-designer","resource-type-product-briefs"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/11455"}],"collection":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources"}],"about":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/types\/resources"}],"version-history":[{"count":4,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/11455\/revisions"}],"predecessor-version":[{"id":66045,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/11455\/revisions\/66045"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media\/78705"}],"wp:attachment":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=11455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}