G2

Jaison Alexis C.

Events & Engagements Specialist

Mid-Market (51-1000 emp.)

5/7/2026

"Excellent tool to organize and track events"

5/5

What do you like best about Veeva CRM?

What I value most about Veeva CRM is the way it centralizes all customer information and interactions on a single platform. This greatly facilitates the tracking of activities, meetings, and communications, especially when working with multiple teams or multiple accounts at the same time.

I would also highlight the integration with business and marketing processes, as it allows for better visibility of the complete interaction cycle with users or customers. The automation of tasks and reports helps save time and reduces manual errors.

Another very useful feature is the ability to generate reports and metrics in real time. This allows for faster, data-driven decision-making, as well as identifying opportunities for improvement in campaigns or relationship strategies.

In general, the platform provides organization, traceability, and efficiency to daily work, especially in environments where relationship management and detailed tracking are essential. Review collected by and hosted on G2.com.

What do you dislike about Veeva CRM?

One of the aspects I like least about Veeva CRM is that some functionalities can feel unintuitive at first, especially for new users. The learning curve can be steep if adequate training is not received.

I also consider that certain processes require too many steps or clicks to complete simple tasks, which can affect agility in daily work. In some cases, the customization and configuration of reports could be more flexible and user-friendly for the end user.

Another point is that performance can vary depending on the connection or the volume of information loaded on the platform, making some actions slower than expected.

Even so, it remains a very robust and useful tool for customer management and business processes. Review collected by and hosted on G2.com.

What problems is Veeva CRM solving and how is that benefiting you?

Veeva CRM helps solve problems of organization, tracking, and visibility in the management of events and interactions with attendees, clients, and internal teams. In the area of events, it is very useful to have all the information centralized, as it allows for tracking of registrations, communications, attendance, and activities related to each event from a single platform.

It also facilitates coordination between different teams, especially when managing multiple events or participants at the same time. Having access to the history of interactions and tasks helps improve planning and tracking before, during, and after each event.

Another important advantage is the automation of processes and the generation of real-time reports, which allows for measuring results, identifying opportunities for improvement, and making faster decisions based on data.

The main benefit for me has been improving organization and operational efficiency in event management, as well as having greater control and traceability over activities and communication with participants. Review collected by and hosted on G2.com.