Calls and sales
Where are calls concentrated, and how is sales performance evolving?
PLATFORM & MANAGED SERVICE
Connected data.
A team behind every step.
Relate CRM calls, events and rep-triggered emails (RTEs) to sales and market potential. Kaizen manages the data work so your teams can focus on commercial decisions.
CONNECTED COMMERCIAL DATA
See sales and promotional activity together.
Break down the information silos between CRM activity and sales. Kaizen connects calls, events and rep-triggered emails (RTEs) with sales and market potential, giving your teams a shared view of accounts and territories.
IQVIA salesHCP targets and segmentsCRM callsRep-triggered emails (RTEs)Hospital salesEventsPharmacy salesMarket accessMultichannel activityTerritory alignmentCustom data
We agree the data sources and integration scope with your team.
Events and potential
Does the distribution of events reflect the opportunity across accounts?
RTEs and field activity
How do rep-triggered emails fit alongside calls and events?
Effort and opportunity
Which accounts receive the most attention, and where does potential call for a closer look?
MANAGED BY OUR TEAM
We manage the data
behind your decisions.
Delegate data preparation to Kaizen and give your team more time for analysis and commercial planning.
- 01 / YOUR SOURCESCRM, sales and market data
Calls, events, RTEs, sales and market information from the sources agreed with you.
- 02 / OUR TEAMData loading and integration
Kaizen handles the loading and connects the information for your analytical workflows.
- 03 / QUALITYMore than 100 data quality checks
Quality controls are part of our managed data service, alongside loading and integration.
- 04 / YOUR TEAMSConnected analytics
Explore commercial performance on the web and take your insights into the field on iPad.
A team responsible for the service
Our own engineering and customer support staff develop and support Kaizen. Work directly with the team that manages your data service and understands your pharma workflows.
Meet the team behind the service ↗AUTOMATED BUSINESS DIAGNOSTICS
Find the accounts that
need your attention.
Review opportunities, risks and warnings by account and territory, with market potential as context.
Understand the gaps between effort and opportunity
Compare promotional activity with sales performance and market potential. Identify accounts where effort is concentrated and territories that deserve further investigation.
Illustrative product screens. Explore patterns to guide investigation and planning.
THE FIELD TEAM IN YOUR HANDS
A native iPad app.
Ready when the signal isn’t.
Review your insights before a call at a hospital or between appointments. Kaizen’s fast native iPad app supports offline use, so poor mobile coverage does not have to interrupt your preparation.
Native iPad experienceDesigned for the way field teams work.
Fast access to insightReview the information you need during the working day.
Offline useKeep preparing when mobile coverage or Wi-Fi is unreliable.
SOLUTIONS FOR YOUR COMMERCIAL PRIORITIES
Planning and execution.
One connected foundation.
Explore the workflows that support your field teams, analysts and commercial leaders.
01
Prescriptive analytics
Find the opportunities hidden in your data.
Use AI to understand commercial activity patterns and focus your resources where they can make the greatest difference.
Understand what drives performance
Connect commercial activity with sales results to identify patterns across your territories.
Allocate effort with confidence
Compare opportunities and prioritize activities based on the potential of each territory.
Turn insight into action
Give commercial teams a practical starting point for deciding where to focus next.
02
Field force insights
A clearer view of every territory.
Connect CRM calls, events and rep-triggered emails (RTEs) with sales and market data to identify growth opportunities and accounts that need attention.
Spot growth opportunities
See where performance, market share and potential point to the next opportunity.
Understand the reason behind the result
Use automated account and territory diagnostics to review performance warnings and investigate where results fall short of market potential.
Put insight in the field
Support preparation before a call and regular territory reviews with a shared view of the data.
SEE IT IN THE WORKFLOW
01
See where effort matters
Use area to compare market potential and color to see sales performance across accounts.
02
Prepare for the next call
Review sales, target, market share and growth indicators in one account view before a conversation.
03
Compare activity with opportunity
Bring calls and events into the same view as sales and market opportunity to find where coverage and potential do not align.
03
Market access tracking
Make account access visible.
Track the access status of your products across target accounts and follow the execution of your market access plan.
See the account picture
Keep product access status and account information together in one place.
Follow progress
Understand how access is changing across your target accounts and territories.
Coordinate your next steps
Give the team a common view of priorities and the accounts that need follow-up.
04
Medical affairs
Keep your medical affairs plan in focus.
Follow the execution of your Share-of-Science plan with a clear view of your clinical program and medical activities.
Bring activity into view
Review medical activity and clinical program information in a consistent workspace.
Track plan execution
Follow progress against your Share-of-Science plan and identify areas that need attention.
Support informed follow-up
Use a shared view of the program to coordinate discussion and next steps.
05
Territory alignment
Explore the possibilities. Build a better territory plan.
Create what-if scenarios, visualize geographic changes and make informed decisions about the distribution of your field teams.
Model different scenarios
Compare possible territory structures before choosing the right distribution for your teams.
See the impact on the map
Visualize territory changes and assess geographic coherence as you work.
Align your team around a plan
Use a clear geographic view to help area managers review and agree on territory changes.
SEE IT IN THE WORKFLOW
01
Compare territory scenarios
Create what-if structures and review possible changes before choosing a distribution for the field force.
02
Balance the variables that matter
Assess market, sales, potential, HCP tiers and workload together when you compare a territory plan.
03
Move from analysis to a plan
Use geographic context and an optimizer workflow to make the next territory decision easier.
Territory alignment is shown as a desktop planning workflow; it is separate from offline iPad use.
06
Incentives
Make performance and reward work together.
Build an incentives model around your organization’s needs and give sales teams a clear connection between their goals and rewards.
Reflect your commercial goals
Structure incentives around the objectives and needs of your organization.
Reward performance accurately
Bring performance information into a consistent process for managing incentives.
Support a motivated team
Help sales teams understand how their results connect to recognition and reward.
07
Forecasting & target setting
Set goals grounded in your sales outlook.
Establish national and individual sales targets using forecasts and actionable plans.
Start with a forecast
Use your sales outlook as the basis for target setting.
Connect national and individual goals
Bring company objectives and team targets into the same planning process.
Translate targets into plans
Give teams a practical framework for working toward their goals.
YOUR NEXT STEP
See CRM activity
alongside sales.
Explore connected analytics and the team that manages your data.