Veeva CRM Migration

Moving off Veeva CRM, staying on Salesforce

Support for Veeva CRM on Salesforce ends on 31 December 2029. We help biotech and medtech teams work out what they have, decide where to go, and move to Salesforce Life Sciences Cloud without losing the history they need.

The Situation

You Are Migrating Either Way

The Veeva CRM most teams use is built on the Salesforce platform, and Veeva's agreement with Salesforce ended in September 2025. Veeva is moving its customers to its own platform, Vault CRM. The other main route is to stay on Salesforce and move to Salesforce's Life Sciences Cloud. Staying where you are is not an option after 2029.

Either way, the customisations your team built on top of the Veeva package do not move on their own. Someone has to decide what to rebuild, what to replace and what to retire. That work is the same size whenever you start it, and the people who know how to do it get busier every year until the deadline.

Who It Is For

Where We Fit

Biotech and medtech teams

One Salesforce org, one field team, a moderate amount of customisation. The big consultancies are busy with global pharma programmes. This is the size of project we are built for.

Companies that run more than CRM on Salesforce

If your service team, patient support, device support, partner portal or marketing already live in the same org, staying on Salesforce keeps your customer data in one place.

Teams that have not decided yet

You do not need to have chosen a destination to talk to us. The first piece of work is the same either way, and if Vault CRM is the better fit we will say so.

How It Works

Six Steps, in This Order

The first two steps are useful whichever destination you choose.

  1. Inventory

    We map what is in your org today: which parts are Veeva, which parts your team built, what connects to what, and what nobody uses any more. This is the single best predictor of effort, whichever destination you choose.

  2. Decide

    We work through the decision with you: what else runs on Salesforce, how much has been customised, where your field team is heading, where your regulated content lives, and what history you must keep. You get a written recommendation, including when Vault CRM is the better answer.

  3. Plan

    Object-by-object mapping from Veeva to Life Sciences Cloud, a list of what to rebuild, replace or retire, and a cutover window chosen around your launches and field calendar.

  4. Build

    We configure Life Sciences Cloud, rebuild the customisations you are keeping and reconnect your integrations. Build work runs with AI in the loop under senior supervision, which is where the time savings are.

  5. Migrate and reconcile

    We load your data in dependency order and reconcile it back to the source, object by object, before anyone signs off. A migration is finished when the counts match, not when the load job says it succeeded.

  6. Hand over

    Training for your field team and admins, a supported period after go-live, and a plan for the old system: what gets archived, where, and who can still read it.

Planning the data move? Our Veeva CRM data migration checklist lists what to inventory, what to clean and how to prove the move worked.

How We Work

Senior People, AI in the Build, Numbers That Reconcile

Senior people lead every engagement. We use AI where it genuinely speeds things up, which is the build: metadata, deployments, data loads and checks. We measured that on a real client project, where build work was 4.68 times faster with AI in the loop, while meetings and decisions barely changed. That is why we spend our time with you on the decisions, and let the tooling carry the mechanical work.

We check our own work. On that same project, 177 of 177 records reconciled against the source with zero mismatches before anyone signed off. We would run a Veeva migration the same way.

Being Straight With You

When Vault CRM Is the Better Answer

If Veeva CRM is the only thing in your Salesforce org, and your company already relies on Veeva for regulated content, quality or clinical work, following Veeva to Vault CRM is a reasonable choice and often a cleaner one. We would not argue a company like that onto Salesforce.

The case for Life Sciences Cloud is strongest when other parts of your business already run on Salesforce. Leaving the platform for the CRM alone means splitting your customer data across two systems, and that is a cost you keep paying after the migration is over.

FAQ

Frequently Asked Questions

When does support for Veeva CRM on Salesforce end?

On 31 December 2029. Veeva moved the date forward from September 2030 in March 2026, so plans built on the older date have eight fewer months than they assumed.

Do you also migrate teams to Vault CRM?

No. We work on Salesforce. We will help you make the decision honestly, and the inventory we do first is useful whichever way you go. If Vault CRM is the right answer for your company, we will tell you.

How long does a migration take?

It depends almost entirely on how much you have customised and how many systems are connected. A global pharma programme can take years. A team with one org and a modest amount of customisation is a much lighter project. The inventory tells you which one you are.

What does it cost?

We quote after the inventory, once we know what is actually in your org. A price given before that would be a guess, and it would be wrong in one direction or the other.

Some of our records are validated. Can you work with that?

Yes. If sample, consent or other records sit inside a validated process, we plan the validation evidence with your quality team from the start rather than adding it at the end. That adds steps, and we would rather say so up front.

Start With What Is in Your Org

A conversation costs nothing, and you will leave it knowing what to look at first.