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Alignment & Roster Management

Efficient commercial workforce operations

Maximize performance and revenues through balanced field force workloads and effective lead development.

Segmentation and Targeting

Alignment & roster management

Maximize performance and revenues through balanced field force workloads and effective lead development keeping field employees and their territory assignments aligned is crucial to an efficient life science commercial operation. As the point solutions used by HR proliferate, it becomes more difficult to keep all the key employee information needed for territory assignment up to date and in sync. Even with regular alignment exercises, territories tend to drift out of an optimum state and become too large or too small due to the impact of cumulative drift.

A comprehensive alignment and roster management solution makes it easy to consolidate the disparate sources of data into one system and helps to maintain efficient territory alignment, which can yield incremental revenue for the average organization.

Axtria’s alignment & roster offer

Axtria’s Alignment & Roster offering allows you to manage relevant commercial operations field employee data from disparate data sets and align resources to territories efficiently and fairly, using business rules and geo to territory design & management.

Territory design and alignment to Geo

Easily design and organize multilayer sales territories to maximize financial success.

  • Use rich visual interface and interactive maps for the design & maintenance of geography, account alignment & structure
  • Manage alignment structures
  • Download territory/regional/national maps to create multiple alignment scenarios and simulations
Territory Design and Alignment
Customer Alignment to Territory
Customer alignment to territory

Map target customers to territories for eventual alignment with the field.

  • Create & maintain business rules for customer alignments
Field alignment to territory

Intelligently deploy resources to territories, while balancing their workloads.

  • Business intelligence to capture employee eligibility information
  • Add/delete employees to territory assignment
  • Transfer/swap employees across territories
    A&RM Screen3 Field Alignment to Territory
    A&RM Screen4 HR System Integration
    HR system integration

    Automate the processing of resource updates from HR systems for HQ users. Eliminate manual assignment maintenance increasing accuracy.

    Domain specific data management

    Reduces the need for external processes and tools, creating efficiencies through greater reusability, control, and integration.

    • Holistic data management experience that offers ingestion, profiling, quality, and processing capabilities to transform and aggregate source data in preparation for an analytic data set
    Domain Specific Data Management
    Report Creation Alignment and Roster Management
    Report creation

    Life sciences ready with applicable data models and reporting templates

    • Modify or use existing templates to create reports


    salesiq-diff-icon-1Direct users

    • Sales Operations: Resource Planning
    • Sales Operations: Plan Admin
    • Sales Manager


    Industry Insights

    Data sheet

    Axtria SalesIQTM – Commercial planning and operations platform

    Driving a high performance sales team is a real challenge in the life sciences industry. Powerful forces have shifted the landscape, with the purchase and sale of drugs becoming more competitive and centralized.

    Industry Insights

    5 Step Guide

    Technology proofing your commercial operations
    Industry Insights S&T

    Case Study

    A Sales Strategy Solution For A New Life Sciences’ Product Launch
    Industry Insights S&T

    Case Study

    Design And Rollout Of Global Incentive Compensation Program Across 45+ Markets For A Top 5 Pharma Company