#1 Field Force Sizing
Sizing — AI
"While changing field force size, how do we anticipate the impact on sales & market share?"
Effort-Sales Model using Sales + CRM data to generate promotional saturation curves and profit optimisation for each FTE scenario.
- Decision-making is data-driven (mid & long-term sales impact)
- Minimises assumptions
- Based on defined constraints (calls/year, rep/manager costs)
#2 Territory Alignment
Deployment — AI
"Where should we place reps in an equitable way to achieve a more efficient outcome?"
Assess promotional sensitivity & workload per brick, then run deployment optimisation with configurable constraints: maximise balance, minimise disruption, minimise travel.
- Multivariate: sensitivity, sales, potential, workload, addresses
- Mathematical optimisation with trade-offs between variables
- Account disruption constrains fully configurable
#3 Omnichannel Audit
Specialty Promotional Sensitivity
"Which specialties are most sensitive to promoting a product?"
Effort-Sales Model per specialty and channel produces incremental sales curves. Identify the productive frequency window and adjust frequency ranges by specialty & tier.
- Fact-based decision-making rather than only intuition
- Visualise the elasticity of call frequencies and other tactics
- Allows you to adjust frequency ranges by Specialty & Tier
#4 Activity Optimizer
Promotional Mix — AI
"How should we allocate promotional effort to maximise results?"
Promotional sensitivity curve per covered HCP target combined with effort return by product chart enables data-driven optimal frequency assignment per tactic and channel.
- Data-driven resource allocation
- Optimal productive frequencies for activity assignment for each product
#5 ML Tactical Plan
Call Plan Based on Promotional Sensitivity
"How to design an optimal call plan to maximise sales growth and attain the sales target?"
Recommended call plan per account based on promotional sensitivity, growth opportunity and call capacity per rep/cycle — with rep fine-tuning and reason tagging.
- Increases sales and makes reps realise that reporting well in CRM benefits them
- Breaks targeting inertia (e.g., A: 8 calls/cycle; B: 4 calls/cycle)
- Engages reps through HCP fine-tuning & target achievement
#6 Omnichannel Audit
Omnichannel Strategy
"How to distribute the promotional effort in customer engagement channels?"
Channel vs. Result Execution Model with constrained optimisation — models sales impact per channel and optimises #calls per rep and cycle while engaging the sales force at HCP level.
- Model impact in sales by channel → Data-driven
- Inference + optimisation with #calls per rep and cycle
- Engage the sales force at the HCP level → Ownership
#7 Portfolio Optimizer
Portfolio per Territory
"Which product(s) do we prioritise the action plan (and incentives) by territory, to maximise the consolidated result?"
Analyse market share divergence across products and territories. Use opportunity detection maps and variable importance charts to customise the action plan per territory.
- Captures each product's growth opportunity
- Customises the action plan based on the situation per territory
#8 Hospital Analytics
Commercial Agreements Impact
"What is the commercial agreements impact by region, territory & hospital?"
ML model analyses discount on sale impact to quantify to what extent pricing agreements are decisive in the sale and the sensitivity of each account.
- Know to what extent the discount is decisive in the sale and its sensitivity in each account
#9 Activity Optimizer
Sales Turnaround
"How do we make a sales boost to capture a greater business opportunity?"
Exceptional use of sizing, deployment and call plans: increase effort until saturation and concentrate effort in sensitive hospitals or territories with the highest growth opportunity.
- Data-driven resource allocation
- Optimal productive frequencies to allocate tactics and channels for each hospital or territory
#10 Portfolio Analytics
Sales per Indication
"Can we identify the contribution per indication/field team in a multi-indication brand?"
ML model estimates indication-level contribution to incremental sales at territory level. Visualise the balance between indications across territories with penetration bubble charts.
- Data-based understanding of contribution per indication and field team
- Identification of effectiveness of different tactics per indication
#11 Account Intelligence
Account Segmentation
"How can we segment our centres to focus and adapt the account action plans?"
ML clustering allows account archetyping and micro-segmentation based on multiple variables: potential, access type, regional authorisation, promotional sensitivity, #HCPs by specialty.
- Account archetyping and micro-segmentation on multiple variables
- Customise action plans based on account archetypes