Shape Software vs. Veeva CRM

Shape Software is well suited when using "mainstream" ad platforms that have robust integrations. It also works well when budgets are set less frequently and are allowed to run unchanged for a set period of time. Shape Software gets less accurate when frequent budget changes need to be made and when using ad platforms with little to no support built into Shape Software.

Veeva CRM is best used in areas of Pharma companies or Animal Health based organizations. It adapts to the Health regulations which makes it easier for inventory and order management.

Incentivized

• Platform integrations
• Pacing accuracy
• Automated notifications

• iPad views are easy to navigate
• Sharing of media within platform helps keep record of what materials were used in the interactions
• Data extraction via API is easy

Incentivized

• Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
• Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
• More customizable alerts

• The UI is a bit outdated and the system is somewhat lacking flexibility overall
• The reporting functionalities are very limited - it's great to gather data but a 3rd party solution is needed to get some meaning out of it
• Pricing. Veeva are big and therefore not that flexible. This does not make them the most small/midsize customer friendly

Incentivized

Shape Software is very easy to set up and use. The core functions and features require little explanation. The options and settings are easy to find and the capabilities of the platform are apparent to the user after just a few minutes of use.

I never had the need or opportunity to work with support.

Shape Software is very user-friendly and easy to set up. The controls and settings are very straightforward and the core functions (onboarding new accounts, creating new budgets, managing budgets, etc) are easily understood. The customizable alerts and budget intervals provide modularity for different situations and provide significant peace-of-mind. The automations are less impressive in that they generally conflict with ad platform automation in my opinion. Automated bidding and budgeting is hindered by third-party automations like Shape Software and the performance Shape Software features provide doesn't justify forgoing that technology in the ad platforms in my opinion.

As Veeva CRM is built on Salesforce' platform, both solutions have rather similar look, feel and offered set of functionalities. Veeva CRM is geared up specifically for the pharmaceutical industry - to my understanding, there is an agreement between the companies, preventing Salesforce.com from stepping into the pharma market. So if you are familiar with the Salesforce.com experience - from the solution to their implementation, training and support approaches - you can expect similar from Veeva (CRM).

Incentivized

• Reliable protection against overspend
• Precise budget control
• Cross-platform visibility

• The system has allowed our field staff to be more efficient
• Target marketing based on the data analytics