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Veeva-Concur Expense Integration

Accurate streamlined reporting

Veeva CRM is a cloud-based CRM solution specifically built for the life sciences industry. Veeva CRM is the first fully-integrated multi-channel CRM solution that enables life sciences companies to improve customer-centricity. Its true multi-tenant cloud-based architecture, robust partner ecosystem, and rapid innovation cycles have made Veeva CRM the fastest-growing life sciences solution worldwide. With Veeva CRM, life sciences sales reps enter Call Reports and Medical Events into the Veeva CRM system which captures and records all interaction data with a health care provider. These interactions often incur expenses related to meals or snacks that the reps bring to the facility as part of their meeting where product education is provided. Traditionally, reps have been required to enter individual attendee information into their CRM application and then duplicate their efforts by also having to enter the same information into Concur for the expense entry. The Veeva-Concur integration removes this duplication of efforts by allowing reps to enter Expense and Attendee Information on the Veeva Call Report screen only and then automatically pushes that information to Concur. The expense is also added to an existing expense report if an un-submitted report exists. If an un-submitted report does not exist, a new expense is created. The entries posted from Veeva are treated just like standard expense entries that the user manually creates in Concur. This allows users to edit information that has been submitted from Veeva before the expense report is submitted for approval. Note: The Veeva-Concur integration is NOT available for Concur Standard Edition.
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Works with these Concur Offerings:

  • Expense - Professional

Regions Available: