#1 Field Force Sizing
Sizing — AI
"How will field force resizing impact sales and 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?"
Evaluate account and brick-level sensitivity and workload, then optimize deployment to maximize balance while minimizing disruption and 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 HCP specialties are most sensitive to promoting a product?"
Use Effort-Sales modeling to identify productive frequency windows and refine frequency ranges by HCP specialty and 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
Sensitivity-Driven Call Plan
"How to optimise call plans 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-Result Execution Model: Constrained optimization to model sales impact, refine call frequency per rep, and drive targeted HCP-level engagement.
- 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 products and incentives should be prioritized by territory to maximize consolidated sales results?"
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?"
Optimize sizing, deployment, and call plans: scale effort toward saturation and focus on high-growth, sensitive accounts.
- 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 quantify contribution by indication and team for multi-indication brands?"
ML models can estimate territory-level incremental sales by indication. Visualize indication balance across territories using 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