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Veeva Admin Training

Course Introduction

Veeva Professional Services

Copyright 2012, Veeva Systems. All rights reserved.


Module Objectives

Introduction
Instructor and class participants
Review course delivery method
Live on-line when applicable
Discuss course agenda and timing

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Introductions

Who are you?


Name
Company
Position
Prior CRM experience
CRM Experience
Pharma Experience
Functional Experience
Expectations for this training
Fun fact about yourself

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Course Logistics

Class Start and End Time: 8:30am 5pm

Breaks

Restrooms

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Ground Rules

To make sure participants get the most out of the training:

NO CELL PHONES NO EMAILS

NO SIDEBAR
LAPTOP LIDS DOWN CONVERSATIONS

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Course Audience

Who should attend this course?


Administrators
Implementation team members
Business Analysts
Developers
IT
Sales Ops

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Course Prerequisites

Basic database concepts


Familiarity with Microsoft Excel
Basic Salesforce.com experience
Getting Started with Salesforce.com CRM Navigation
Administration Basics Setting Up Salesforce.com
Getting Started with Reporting Fundamentals
http://www.salesforce.com/services-training/training_certification/online/

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Course Goal

Introduce the fundamentals of Saleforce.com


Enable you to use Salesforce.com and Veeva specific
configuration utilities to:
Set up and customize Veeva
Import data
Perform other administrative tasks

8 Copyright 2012, Veeva Systems. All rights reserved.


Course Methodology

Lecture and slide presentations


Software demonstrations and examples
Practical application through hands-on exercises
Class discussions

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Course Material

Training Content:
PDF version of all presentation material
PDF version of all lab exercises
Data files for data loading exercises
Install the Following:
Apex Data Loader
Requires admin rights on laptop
VMobile Client
Salesforce.com runs on a web browser
All browsers are supported
If using Microsoft Internet Explorer, must be version 7.0 or higher

10 Copyright 2012, Veeva Systems. All rights reserved.


Course Agenda

Agenda varies by course but generally includes the


following topics:
Salesforce.com Fundamentals
Veeva Configuration Utilities
Account Management and Configuration
Call Management and Configuration
Sample Management and Configuration
Territory Management
Data Loading
iRep Configuration
VMobile Configuration
VInsights Configuration

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Copyright 2012, Veeva Systems. All rights reserved.
Questions?

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