Why use the Data Grid Loader?

Using the Data Grid Loader effectively offers several benefits:

• Controlled Mass Data Uploads - Enables users to reliably upload large numbers of records into Vault CRM simultaneously. For example a Clinical Operations team can bulk-import thousands of investigator site and contact records from a separate data management system, centralizing the data for easier trial management and oversight.

• Enhanced Data Integrity - Allows admins to specify which objects and fields can be edited to minimize the risk of unintentional record edits. This is crucial when managing user permissions as employees join, change roles, or leave, ensuring data security and compliance.

• User-Friendly Templates - Users can download an .xlsx template that is automatically generated from the admin-created configuration records. This template comes with pre-populated column headers and instructions from admins to simplify the data management and upload process. This makes it easy to:

  • Loading Profiling & Segmentation Data - Quickly upload targeting data to ensure field teams are focused on the right HCPs and accounts from the first day of the new sales cycle

  • Manage Campaign Target Lists - Easily add or update thousands of targets for a new multichannel campaign to ensure your marketing efforts are directed at the correct audience