For years, Veeva CRM has been the go-to solution for life sciences companies that wanted an industry-tailored CRM system. Now, with the Salesforce vs Veeva in Life Sciences landscape evolving, organizations are facing an important crossroads for their future strategy.

That landscape is now changing. Earlier announcements confirmed that Veeva will gradually move away from the Salesforce ecosystem and transition its CRM offering to a new platform: Veeva Vault CRM. At the same time, Salesforce is introducing its own Life Sciences Cloud, designed to support pharmaceutical and biotech organizations natively within the Salesforce environment.

This shift marks a turning point for the industry. Companies that have long relied on Veeva CRM will soon need to evaluate how their CRM and content strategies should evolve.

Why this matters now

At first glance, the timeline might seem generous. Current Veeva CRM deployments will remain supported until 2030. However, Veeva has made clear that its strategic innovation focus will shift toward Vault CRM. That means while customers can continue using Veeva CRM on Salesforce, the most advanced developments and new features will primarily appear in the Vault ecosystem.

For life sciences organizations, this is less about a distant deadline and more about starting preparations today. Migrating complex data models, ensuring regulatory compliance, and retraining users are not overnight projects. The companies that begin planning early will be the ones that transition smoothly. In the context of the Salesforce vs Veeva in Life Sciences transformation, those preparations are becoming even more critical.

Navigating the Salesforce vs Veeva in Life Sciences Split

As the split unfolds, Salesforce vs Veeva in Life Sciences is no longer a simple “either–or” decision. In practice, there are three main approaches:

1. Stay with Salesforce – and move to Life Sciences Cloud

Salesforce is extending its industry solutions with the new Life Sciences Cloud, which connects seamlessly to the wider Salesforce ecosystem. For companies already using Salesforce Marketing Cloud, Service Cloud, or Data Cloud, this provides continuity and the ability to harness AI innovations such as Agentforce.

The advantage is clear: staying within Salesforce means staying part of a vast, integrated ecosystem—one that continues to invest heavily in innovation and compliance capabilities.

2. Transition fully to Veeva Vault CRM

Veeva, on the other hand, is moving CRM into its own Vault platform. This brings CRM closer to Veeva’s existing strengths in content, clinical, and regulatory solutions. For organizations deeply invested in the Veeva ecosystem, this might feel like a natural extension.

3. Hybrid approach

Some organizations may also choose a hybrid model: keeping Salesforce as their CRM system, while leveraging Veeva Vault specifically for healthcare or clinical content management. This approach allows companies to benefit from both platforms, though it comes with additional integration and governance considerations.

A decision point for life sciences companies

There is no single right answer for every organization. Each path has its benefits and challenges, and the right decision depends on:

• Existing ecosystem: How deeply is your company tied into Salesforce today?
• Future needs: Will advanced AI, data unification, and omnichannel engagement be central to your strategy?
• Compliance and regulation: Which platform best aligns with your validation and audit requirements?
• Cost and resources: What will migration mean for your teams, budgets, and timelines?

What is certain is that doing nothing is not a strategy. Waiting until 2029 to evaluate options would put enormous pressure on budgets, teams, and compliance timelines. For companies affected by the Salesforce vs Veeva in Life Sciences shift, acting early will define long-term success.

Salesforce Life Sciences Cloud: the future-ready choice

• Integrations: Native connection with Salesforce Marketing Cloud, Service Cloud, and Data Cloud ensures a unified ecosystem.
• AI, Machine Learning & Agentforce: Salesforce is continuously embedding generative AI and machine learning into the Life Sciences Cloud. This not only supports sales and customer engagement but also enables predictive insights, personalized recommendations, and smarter resource planning.
• Scalability: The platform grows with your business, adapting to new products, markets, and customer needs.
• Security & Compliance: Built-in trust and compliance features safeguard sensitive health and patient data.
• Ecosystem advantage: A broad partner network, AppExchange solutions, and a global developer community that no single vendor can match.

How to approach the transition

The most important step companies can take right now is to start the conversation internally. Identify stakeholders across commercial, regulatory, and IT. Map out your current integrations. Assess how critical Salesforce-native AI or Veeva’s content-driven approach will be for the future.

From there, engaging with partners who understand both platforms—and who can provide objective guidance—becomes essential. The decision you make will shape not just technology, but also customer engagement, compliance posture, and long-term agility.

Moving forward

The Veeva–Salesforce split represents more than a technical change; it’s a moment of reflection for life sciences organizations. The question is not just “Which system should we use?” but rather “How do we want to engage with customers, manage data, and stay compliant over the next decade?”

At Target Everest, we see this transition as an opportunity. As a Salesforce partner, we help organizations explore what the Life Sciences Cloud can offer, build migration strategies, and ensure that the shift strengthens—not disrupts—business. Our role is not just to implement software, but to guide companies through change with clarity and confidence.

Final thought

Every transformation comes with challenges, but also with the chance to reimagine how things are done. The life sciences sector is now standing at crossroads. Whether your organization chooses Salesforce, Veeva Vault, or a hybrid path, the key is to start preparing today.

And if you’re wondering how to take the first step, know that you don’t have to navigate it alone.

Disclaimer:

This article reflects the current state of the Salesforce and Veeva roadmaps as of October 2025. Organizations should always verify the latest updates and evaluate their own CRM strategy based on the most recent information available.

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What is the true cost of inefficient workflows?

Everyone talks about productivity. But few businesses ask what inefficient workflows are really costing them.

Inefficient workflows are one of the most overlooked costs in business operations. They don’t just slow teams down — they drain resources, delay decisions, and create friction across departments. In this blog, we explore what inefficient workflows really cost your business and how better systems can drive smarter, more scalable results.

From delayed approvals to lost leads, inefficient workflows can quietly drain time, money, and morale — without making much noise. The impact might not always be visible in a single report, but over weeks and months, the costs add up. And when they do, growth slows.

Let’s take a closer look at the hidden price of broken processes — and how automation can turn things around.

1. Wasted time: The most expensive cost you can’t see

Your team is smart and capable — but how much of their time is spent on repetitive, low-value tasks?

Whether it’s manually moving data between systems, tracking status updates across email threads, or recreating the same documents from scratch, time spent on busywork is time not spent on strategic priorities. Multiply this by your entire team, and it adds up quickly.

⏱️ A study by Salesforce found that employees spend 30% of their time on non-essential tasks that could be automated.

2. Slow responses = missed opportunities

Imagine this: A high-intent lead comes in, but your sales team only follows up two days later — because the lead wasn’t routed properly or got buried in someone’s inbox. The result? Opportunity lost.

In customer service, slow case routing or resolution can damage trust. In marketing, delays in campaign approvals can throw off entire timelines.

Speed matters. And inefficient workflows slow you down exactly when you need to act fast.

3. Errors and rework: When broken processes break everything else

Manual processes often lead to human error. Think of incorrect data entries, forgotten steps, or outdated versions of a document being sent to a client.

Every error means more time spent fixing mistakes, clarifying information, or redoing work — which impacts not just efficiency, but also customer satisfaction and brand reputation.

4. Team frustration and burnout

Few things are more demotivating than working in a system that feels broken.

When employees have to constantly chase information, navigate clunky tools, or repeat the same steps without understanding why, frustration builds. Over time, that leads to disengagement — and even attrition.

Efficient workflows aren’t just about performance. They’re also about making your team’s work feel meaningful and manageable.

5. Inefficient workflows = Lack of visibility and control

When processes live in spreadsheets, inboxes, or people’s heads, it’s hard for leaders to see what’s really happening. That makes it difficult to spot bottlenecks, measure performance, or optimize workflows.

Automation introduces structure and transparency. With Salesforce, for example, every step of a process can be tracked, measured, and refined over time — giving you better control over your operations.

From friction to flow: The case for automation

The good news? These challenges are solvable.

By mapping out your business processes and identifying points of friction, you can start to design smarter workflows that are:

• Automated (no more manual status updates),
• Standardized (everyone follows the same steps),
• Trackable (real-time visibility into what’s happening).

Salesforce Flow, for instance, allows you to create intuitive, no-code automation that eliminates repetitive tasks, reduces errors, and accelerates work across teams.

Real efficiency = time + clarity + focus

Efficiency isn’t just about doing more in less time. It’s about creating space for what matters: building relationships, making strategic decisions, and delivering value to your customers.

Every minute saved through automation is a minute gained for higher-value work.

Is it time to rethink your workflows?

If your team is drowning in manual tasks, moving slowly, or working with unclear processes — it’s costing you more than you think.

Businesses often underestimate the true cost of inefficient workflows — but recognizing and addressing them is the first step toward sustainable growth.

At Target Everest, we help businesses analyze, design, and automate their Salesforce workflows to unlock speed, structure, and growth. Let us help you turn friction into flow.

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