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Solutions

Maximizing Field Productivity and Targeting Precision.

From HCP segmentation and call planning to territory alignment and field reporting — we cover the full SFE analytics stack. Every capability is built around the same principle: put the right rep in front of the right physician at the right time.

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Sales Force Effectiveness Capabilities

01

Segmentation & Targeting

Static decile models built quarterly in Excel aren't good enough anymore. HCP prescribing patterns shift faster than a quarterly cycle can capture. Our targeting analytics update continuously, identify lookalike HCPs and surface white-space opportunities.

  • HCP universe profiling and dynamic decile modeling
  • Lookalike HCP identification using Rx, claims and specialty data
  • Affiliation and influence network mapping
  • White space identification for high-potential HCPs
  • Target list maintenance and CRM sync with Veeva and Salesforce
02

Call Planning & Engagement

Call planning should flow naturally from your segmentation model. In most organizations it doesn't. We connect target lists, call frequency guidance and CRM routing into a single workflow.

  • Optimal call frequency modeling by HCP tier and specialty
  • Geographic routing and territory efficiency optimization
  • Coverage and frequency gap analysis by district and region
  • CRM-ready call plan deployment for Veeva and Salesforce
  • NBA-integrated recommendations: right channel, right message, right timing
  • Mid-cycle plan refresh as prescribing patterns evolve
03

Territory Design & Roster Management

Territory alignment and roster management are foundational. If they're wrong, everything downstream is off. We handle the full cycle from initial carving through ongoing roster changes, with automatic CRM synchronization.

  • Geography-based territory carving and optimization
  • Workload balancing and HCP potential scoring across territories
  • Sales force sizing and structure ROI modeling
  • Roster management: new hires, LOA, terminations and transfers
  • Alignment disruption analysis to quantify impact of proposed changes
  • Auto-generated CRM alignment files for Veeva and Salesforce
04

Field & HQ Reporting

Most field teams get end-of-month Excel reports when they need real-time insight. Most HQ analytics teams spend 30% of their week building slides when they should be answering business questions. We fix both.

  • Rep, district and region performance scorecards
  • Call activity, coverage and frequency dashboards
  • HQ brand performance executive reporting
  • Coaching and ride-along analytics for district managers
  • CRM data quality monitoring and compliance tracking

Use Case

White space targeting — specialty pharma, Northeast territory

A commercial analytics review revealed the field team was over-calling familiar physicians while 89 high-potential HCPs who matched their best prescribers had never been contacted. Lookalike modeling identified the gap. Updated call plan pushed directly to Veeva CRM mid-cycle. Within one quarter, 11 of the 89 white-space HCPs became new prescribers.

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