Introduction to Vault CRM Align

Veeva Align is a global territory management system built on the Veeva Vault platform that offers seamless integration with Vault CRM. It enables users to maintain territory structures and their associated assignments, as well as roster management. Territory and assignments originating from Align may be pushed to Vault CRM to let end users know who and what to focus on.

Align is considered the record system for Territory, Field Force, and all related assignments, for example, Account to Territory and User to Territory assignments. Align maintains historical, current, and future Territory data. This allows the Align user to proactively adjust assignments, as well as identify the evolution of data for audit purposes.

Because Align is the system of record for territory management, Veeva recommends discontinuing the usage of other territory management tools within a Vault CRM environment.