Workflows First in Vertical AI
Levi Lian, CEO of Raycaster, on why vertical AI is workflows first & chat last
Veeva won by turning pharma's messiest coordination problem into software that matched how regulated teams already worked. It first sold a life sciences specific CRM on top of Salesforce, then moved deeper into the documents regulators actually inspect, like trial master files, quality records, regulatory submissions, and approved content. That shifted Veeva from helping reps sell drugs to becoming the system that stores the evidence a pharma company needs to operate and get products approved.
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The original wedge was narrow and concrete. Pharma sales teams needed CRM built for rep visits, sample tracking, compliance, and medical and legal review, not a generic sales database. Veeva tailored Salesforce to that workflow and became the default commercial stack for drug companies.
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The big expansion was Vault. Instead of stopping at CRM, Veeva built cloud software for regulated content, including PromoMats and later products for eTMF, QualityDocs, RIM, and Submissions. In pharma, the documents are the process, so owning those records makes the vendor hard to rip out.
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That pattern is why communication cost matters so much in doc heavy orgs. When protocol changes, quality methods, submission metadata, and review files all need to stay aligned. Veeva's success came from reducing those handoff errors inside one vertical, compliant system of record.
The next phase is the same playbook pushed further. Veeva is moving CRM onto Vault so commercial data, documents, workflow, and now AI agents sit in one stack. The companies that win in vertical AI will look similar, they will not just answer questions, they will own the workflow and the regulated artifacts that teams must keep in sync every day.