Babu Satish
Veeva CRM and Salesforce Specialist
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About
Veeva CRM and Salesforce Specialist with over 4 years of hands-on experience designing, building, and configuring CRM applications tailored to complex business processes across pharmaceutical environments. Adept at translating organisational requirements into functional software solutions, configuring core Veeva modules, managing security models, and automating business workflows. Proven track record of enhancing operational efficiency, delivering production support across EMEA, NA, ANZ, and Canada markets, and collaborating with cross-functional Agile teams and external stakeholders.
Experience
Veeva CRM Specialist at Intechfy Solutions (2023-08 – Present)
- Design, configure, and refine Veeva CRM applications to meet evolving business process and application requirements across EMEA and Canada markets.
- Translate complex organisational needs into functional software solutions by designing custom data models, custom objects, fields, lookup/master-detail relationships, record types, and page layouts.
- Configure and maintain key Veeva CRM modules—including Accounts and Territories, Call Management, MCCP, Surveys and Suggestions, and Approved Email—to enhance operational efficiency.
- Execute Veeva Align application configuration, including account/geography territory mapping, field force alignment, ATL, brick-to-territory mapping, and assignment rules supporting Model and MCCP operations.
- Automate business processes through flow design, approval processes, activity management, and multichannel consent configurations to maintain regional compliance.
- Administer system security by setting up profiles, roles, OWD, sharing rules, and public groups to safeguard object and field-level access.
- Deliver Tier-2/Tier-3 production support meeting strict SLA timelines, resolving Closed Loop Marketing (CLM) content sync issues, and authoring SOPs and knowledge base articles to minimize repeat escalations.
- Provision and refresh sandboxes on a regular cadence to support application development and QA testing; collaborate with SAP vendors to resolve interface integration issues.
- Lead weekly client and market POC updates to discuss application performance, system configurations, and operational improvements.
Veeva CRM Administrator at HCL (2022-07 – 2023-05)
- Configured and supported Veeva iRep offline iPad applications for sales reps across EMEA, NA, and ANZ organizations, collaborating with data stewards to align application functionalities with regional requirements.
- Administered core Veeva CRM application components, including territory fields, Account Territory Loading (ATL), call plans, and new territory structures.
- Managed access controls, user profiles, permission sets, public groups, lifecycle stages, and automated workflow rules to support core application requirements.
- Resolved sync errors, account visibility constraints, and debug logs while consistently delivering within defined SLA commitments.
- Created and maintained custom reports, report types, scheduled deliveries, and analytical dashboards to provide visibility into operational metrics.
- Executed large-scale data configuration and maintenance tasks using Data Loader, Import Wizard, and mass transfer tools to guarantee account and territory data accuracy.
Education
Bachelor of Business Management in BBM
