What solution is best for me and my company?

Here’s a quick summary of the Call report solutions we’ve just discussed. Select the link for each solution for more information in Vault CRM Help.

Solutions	Best For	Pros	Cons
Product Discussions	Simplicity and scalability - aligning with standard Vault CRM functionality	Most common with Call Reports Aligns with standard Veeva functionality, making it easy to set up, maintain, and scale across products Provides granular data for reporting with minimal setup and maintenance	Requires users to perform an extra step to select the indication during call recording
Detail Groups	Indication-first strategies needing flexibility across Vault CRM	Offers the most flexibility Works with calls, product metrics, surveys, consent, MCCP, and reports Can be used to organize data top-down or bottom-up	Restricts CLM content assignment to the product level only, not by indication
Using product-indication combination records	Organizations with separate teams and content for each indication	Useful if content is separate and users are not expected to cross-detail indications Keeps product catalogs and CLM content separate, which is ideal for independent teams	Need to consider how to roll up reporting data for the product as a whole
Product and Indication as separate records	Medical teams needing to distinguish between general and indication-specific clinical discussions	Allows for a clear separation of indication-specific conversations and details from general product discussions in your reporting	Reporting and downstream systems will need to be aware of the relationship between the separate records