Provide tactical inputs to field force for best customer engagement

    Motivate field force with strategic guidance to improve sales efficiencies.

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    Call planning

    Effective call planning is a key element of optimizing customer engagement for the sales reps. Armed with dynamic and up-to-date data and insights, the call planning process provides the appropriate tactical inputs specifying which products the sales force should be promoting to which customers and segments at which time. A good call plan comes meets management brand objectives, for commercial success.

    Axtria’s call planning offer

    Axtria’s call planning offering combines the inputs from strategic guidance, localized planning, and analytics to create effective personalized multi-channel interaction plans backed by data-driven intelligence. The call planning solution generates target call plans for territories with field buy-in allowing field users to review and refine proposed customers, segments, and target which can improve sales force efficiency.

    Omnichannel call plan generation

    Empower the sales teams to reach the right target, over the right channel, with the right level of interaction, improving customer experience, increasing productivity, and generating better call plan adherence.

    Design the optimal customer engagement plan to include rep-controlled channels like:

    • Face-to-face meetings
    • Phone
    • Email
    • Virtual meetings
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    Omnichannel call plan refinement

    Provides real-time field collaboration and feedback on call plans for faster decision making

    Easily update with extensive configurability:

    • Call frequency
    • Segment information
    • Channel preference
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    Workflow approvals

    Organizationally transparent and configurable approval processes such as:

    • Approval workflows
    • Guardrails
    • Time windows 
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    CRM system integration

    Remove barrier from planning to execution for the sales team

    • Seamlessly connect call plan to execution systems
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    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 of a data set for analysis
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    Report creation

    Life sciences ready with applicable data models and reporting templates

    • Modify or use existing templates to create reports
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    Mobile UI

    Engage field teams through a mobile-optimized experience that gives reps easy access to the data they need.

    • Provides field with on-the-go mobile access to the solution
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    Personas

    Sales-Associate

    Direct users

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

    Customer success stories

    Case Study

    Omnichannel Rep Call Planning to Enhance Engagement

    Case Study

    Driving Sales Efficiency Across Digital And Traditional Channels Through Multi-Channel Call Planning

    Case Study

    Call Planning Implementation For Multiple Sales Forces Of A Top Tier Pharma Organization

    Resources

    Dynamic Targeting: The Key to Superior Customer Engagement and Improved Brand Reach

    Webinar

    Dynamic Targeting: The Key to Superior Customer Engagement and Improved Brand Reach

    Even as digital investments increase, the field force remains the primary means of customer engagement for pharma companies and is their biggest promotional investment. As a means of providing ...

    Optimize call planning to meet the needs of today’s buyers & influencers

    Datasheet

    Optimize call planning to meet the needs of today’s buyers & influencers
    Improving Targeting and Call Planning for the Changing Pharma Landscape

    Blog

    Improving Targeting and Call Planning for the Changing Pharma Landscape
    Infographic: 5 Keys to Effective Call Planning for Pharma Sales

    Blog

    Infographic: 5 Keys to Effective Call Planning for Pharma Sales