Pre-Call Planning Tool Boosts Strategic Engagement for New Brand Launches

The Challenge

The client’s field representatives encountered several obstacles while planning effective HCP (Health Care Professional) engagements due to a fragmented technology and data landscape. Key challenges included:

‍Fragmented Data Landscape: ‍Field reps struggled to access timely and relevant HCP metrics and marketing data spread across multiple disconnected platforms.
Limited Insights Generation: The absence ‍of a centralized ecosystem restricted the ability to extract actionable insights for pre-call planning.
Inefficient User Experience: Switching between tools and manually compiling insights hindered rep's productivity and call quality.
Incomplete Data Consolidation: Despite the deployment of RepAI, an AI-powered assistant enhancing field operations, users still lacked a holistic view of HCP data.
Need for Rx Trends On-the-Fly: Reps needed ‍access to real-time LRx–TRx data (for both their own and competitors’ products) to tailor discussions and boost relevance.

Our Solution

Agilisium’s solution was to design and deploy a Pre-Call Planning Tool that addresses the unique needs of field reps launching new brands. The solution integrates the existing AI-powered Field Rep assistant (also built by Agilisium) into a centralized sales planning and performance monitoring dashboard and then introduces performance-focused UI changes suited to boost call planning activities.

Key enhancements include:

Unified Pre-Call Planning Experience

Consolidates all HCP sales and marketing data into a single, intuitive view, streamlining field workflows.

Seamless Ecosystem Integration

Embedded within Salesforce and Veeva CRM environments to eliminate siloed tools and improve efficiency.

Streamlined System Interoperability

Resolves integration bottlenecks by enabling smooth, bidirectional data exchange across CRM systems.

Enhanced User Experience

Redesigned existing UI components - such as territory lists, geographic views, and performance dashboards - aligning with reps’ routines and decision-making needs.

Key Impact

40%

Boost in Call Planning Efficiency

25%

Improvement in Territory Coverage Optimization

The Customer

A leading American multinational biopharma company renowned for its focus on human therapeutics.

The Outcomes

Driving Intelligent HCP Engagement Through Integrated Pre-Call Planning

The solution empowered the clients’ field teams with actionable insights, optimized workflows, and better territory visibility, improving both productivity and planning accuracy.