Moving from Salesforce-based Veeva CRM to Veeva Vault CRM is more than a technology upgrade. It is an opportunity to modernize commercial operations, simplify your technology landscape, and prepare your organization for current and future AI-enabled engagement.
Successful migrations don’t happen because of a deadline. They begin with a business strategy and company goals.
At Conexus, we’ve developed a structured Five-Step CRM Migration Process that helps life sciences organizations reduce risk, preserve business continuity, and maximize the value of their Vault CRM investment.
Support for Salesforce-based Veeva CRM ends in December 2029, but many pharmaceutical organizations are choosing to migrate much earlier.
Why?
Because innovation has shifted to Vault CRM.
The earlier organizations begin planning, the more flexibility they retain around timing, budgeting, internal resources, and vendor availability.
Unlike traditional system integrators that focus only on implementation, we support the complete migration lifecycle, setting your system up for post migration innovations
Understand the key drivers involved before building a project. Help leadership teams make informed decisions long before execution begins.
We help build a realistic migration plan, based on your business goals that include:
Every CRM environment is different. Understand what you have today. We evaluate:
This creates a clear understanding of project complexity and defines an actionable roadmap for clean-up.
Simplify before you migrate.
Ensuring that you are aligned with your business strategy now and for the future.
Execution becomes easier because the difficult decisions have already been made.
Conexus provides:
Delivering you an AI-enabled environment for future innovation.
To support a strategic next gen CRM and define post migration roadmaps that align with your business goals, reduce risk, and maximize long-term value for small and mid-size life science organizations.
As a Premier Veeva Services Partner, we have credentials to support customer needs. Conexus has helped pharmaceutical organizations successfully migrate to Vault CRM while preserving critical business operations.
Outcomes Include
Are you ready?
Ask yourself:
If you answered, ‘Not Yet’, now is the ideal time to begin planning.
We are here to help get you started.
Conexus is a Veeva-designated Vault CRM Migration Partner, awarded specifically for proven expertise leading CRM transitions. Our depth of knowledge working with Veeva systems gives you access to a team with over 25 years of experience that your team can leverage. This experience helps organizations not only navigate the transition to Vault CRM, but also establish the connected commercial, data, and technology foundation needed to support emerging AI-enabled and agentic commercial capabilities.
Our specialized support of small and midsize biotech and pharmaceuticals is what led the Everest Group Peak Matrix Veeva Services Assessment to name us as both a Leader and a Star Performer.
Our proprietary data migration and integration enablement tool, PrismTeq, is designed to simplify complex compliant data migrations and synchronizations across validated platforms. It reduces risk, improves data quality, and uses built-in AI to accelerate and simplify integration activities while increasing confidence in data reliability.
Conexus provides full lifecycle support, beyond migration. We believe that migration is not the finish line. It’s the starting point for your next chapter of growth and innovation. As commercial models evolve, we help organizations move beyond implementation toward AI-enabled and agentic operations, bringing together the platforms, data, integrations, and ongoing support needed to help teams operate more intelligently and efficiently.
Whether you’re evaluating migration options, building a business case, or preparing for implementation, Conexus can help you navigate every stage of the journey.
