Pre-Call Planning Tool: Elevating Strategic Engagement for Reps Launching New Brands
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.
The Outcomes
The solution empowered the clients’ field teams with actionable insights, optimized workflows, and better territory visibility, improving both productivity and planning accuracy.
40% Boost in Call Planning Efficiency
Reps gained a unified workspace that reduced toggling and improved insight synthesis.
30% Faster Strategic Decisions with Claims Integration
Integrated managed care data accelerated HCP engagement strategies.
40% Increase in Rep Productivity
User-friendly UI and smart data access allowed reps to focus on high-impact tasks.
25% Improvement in Territory Coverage Optimization
A new map view with dynamic zone insights helped optimize resource allocation and planning.
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