Ls Survey 1 - Incedo Inc.

Basic Information

Problem Statement & Awareness

Are you aware of the Veeva - Salesforce CRM split?

Yes No

How did you learn about the Veeva - Salesforce CRM split?

How well do you understand the implications of this change for your current CRM setup?

Very well Moderately well Slightly Not at all

How do you think this split will impact your organization's operations?

Has your organization begun preparing for the Veeva - Salesforce CRM split?

Yes ((If yes, what steps have you taken)) No ((if no, why not)) Unsure

What do you perceive as the biggest challenge this split presents for the Pharma Industry?

Objectives and Needs

What support do you feel you will require during this period? (check all that apply)

Current/Future State Assessment of CRM tech stack and implications of this anticipated split on your organization Migration support from Veeva CRM to Veeva Vault Migration support from Veeva CRM to Salesforce Health Cloud Migration support from Veeva CRM to another CRM provider Keeping the lights on (KTLO) support post migration (any CRM platform)

How do you anticipate the transition process from Veeva CRM to Salesforce Health Cloud CRM or Veeva Vault to go?

Very Smooth - No disruption at all Smooth - Few to little disruption Moderately Disruptive - Some disruption, but manageable Mildly Disruptive - Noticeable disruption, but not severe Very Disruptive - Significant disruption

What features of Salesforce Health Cloud/Veeva CRM are most appealing to your organization?

How important is the integration of Salesforce Life Science/Health Cloud CRM or Veeva Vault with other systems in your organization?

How important is the integration of IQVIA data into your CRM platform (for use with NBA, IC etc.)?

How many additional applications do you use that will require a rebuild or significant modification to run in a new CRM environment?

Data Migration: What concerns do you have about migrating data from Veeva CRM to Salesforce Health Cloud CRM or Veeva Vault?

Data loss during the migration process Compatibility issues between the different data formats Ensuring data integrity and security during and after migration The potential downtime required for the migration process Cost Other (please specify)

Ease of Use and Interface: Which aspect of the user interface and usability are you most concerned about in light of this change?

Potential changes in the familiar user interface Learning curve for new systems or interfaces Maintaining consistent user experience across different platforms Potential loss of customizations and configurations Other (please specify)

Integrations: What is your primary concern regarding system integrations following this change?

Maintaining existing integrations with other systems Potential incompatibility between Veeva and Salesforce systems Time and resources required to rebuild integrations Ensuring data consistency across newly separated systems Other (please specify)

Customer Experience: How do you think the Veeva-Salesforce split might impact your customers' experience?

Potential disruption in customer-facing processes Changes in how customer data is managed and accessed Possible inconsistencies in customer interactions across channels Opportunity to improve customer experience with new solutions Other (please specify)

What kind of support do you expect during and after the transition?

From Salesforce? From Veeva? Other?

Business Implications

How do you anticipate the Veeva - Salesforce CRM split will impact your operations?

Major impact: Significant and far-reaching consequences. Moderate impact: Noticeable but not overwhelming effects. Minor impact: Small and limited effects. No impact: No noticeable effects. Unsure: Uncertain about the impact. Not applicable

How do you measure the success of a new CRM implementation in your organization? (select all that apply)

By the increase in customer satisfaction scores By the increase in sales revenue By the improvement in data quality and reporting Little to zero sales force disruption All of the above None of the above (please specify)

What long-term impacts do you anticipate the Veeva - Salesforce CRM split will have on your operations?

What challenges have you faced with Veeva CRM that you believe Salesforce Health Cloud CRM could address

Business Planning

When do you plan to address the impending decision regarding the selection of a CRM system?

What is your estimated budget range for managing this transition?

Have you taken any measures to mitigate the impacts of the Veeva - Salesforce CRM split?

Yes (please specify) No

How do you plan to adapt your operations in light of the Veeva - Salesforce CRM split?

How do you plan to train your staff on the new Salesforce Life Science CloudCRM/Veeva Vault?

What change management process or planning has your organization put into place to address this upcoming shift?

Stakeholder analysis and communication plan Employee feedback and involvement sessions Phased roll-out with pilot testing Comprehensive training and support structures Other

What support or resources would be helpful for you in managing the transition and future operations?

Do you have internal capabilities or would need external support to manage this change?

We have sufficient internal capabilities to manage the change We have some internal capabilities but would need external support in specific areas We would need significant external support to manage this change We're unsure at this point and need to assess our capabilities Other

How would you prefer to structure the engagement with a consulting partner?

Would you be interested in a more detailed conversation about understanding this change?

Yes No Maybe Later

Screener Questions

How many years of experience do you have in the Life sciences industry?

How many employees does your company have globally?

What is your level of involvement in CRM-related decisions in your organization?

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