A diverse sales team supported the organization’s many lines of business. The organization leveraged Salesforce with Veeva as a critical technology with a multi-org architecture subdivided by major business unit. These Veeva environments powered sales activity, providing right time information on key people across many of the organization’s therapeutic areas.
CapStorm enabled territory-driven Veeva sandbox seeding, creating high-value, zero-risk training environments. In addition, CapStorm solutions provided rapid sandbox refresh, ensuring that training environments are up-to-date with anonymized production data.
For example, the Oncology division accounted for a significant portion of the enterprises’ global revenue. As a result, Oncology sales reps needed to train with relevant data sets, containing Oncology doctor data, with sample data designed to foster the high-impact interactions desired by the business. As an additional complexity, the global nature of the company required that training environments contain data relevant to each central geographical area, including the correct language(s) and area-specific products. Sensitive information also needed to be masked to meet country-specific compliance requirements.
Each training sandbox contained a data set with records along with data relationships. Training leads gained the ability to walk through the entire sales process using a representative account, including all the corresponding data in order to provide an authentic end-user experience. CapStorm’s Restore solution pushed record hierarchies to these sandboxes, including all desired levels of relationships.
Sensitive data, like provider email addresses and phone numbers, were required be masked, with only the true production environment reflecting these key data points. CapStorm’s Veeva seeding solution enabled field-level data anonymization using masking rules saved as a reusable template.
CapStorm’s solution enabled this company to refresh each Veeva training environment on-demand or as part of a scheduled process to provide clean slate training for each onboarding class. Additionally, reusable data sets gave the trainers a predictable environment enabling practical, hands-on support for new sales reps using risk-free environments.