AI layer
base subscription engine
AI upside attached
monetization gate
adoption converts
adoption stalls
Vault CRM migration plus agentic AI layer converts into Veeva growth
Forced migration off legacy Veeva CRM on Salesforce onto the Vault platform base, an attachable agentic AI layer, a monetization gate, and divergent outcomes of incremental revenue or multiple-reset risk, with a Salesforce counter-move pulling at migrating customers.
Legacy Veeva CRM
on Salesforce
partnership ended Sep '25
EOS pulled to Dec '29
Salesforce
Life Sciences push
alt vendors lure
migrating customers
forced migration
bids for migrators
Vault platform
CRM base · 150+ customers
top-20 biopharmas committed
Agentic AI layer
Vault AI
all apps
Falcon
clinical
Ostro
brands
attaches
Monetization
gate
subscription passes
AI monetization
not in play yet
Incremental
revenue
base subscription
Multiple-reset
risk
AI thesis risk