Axtria SalesIQ™ Fall Release Notes 2025

What’s New

We’re excited to unveil our Fall 2025 release that puts Agentic AI at the centre of your commercial operations. This cutting-edge update delivers two new agents and a set of other comprehensive capabilities that work seamlessly together to power faster, smarter commercial decisions across your organization.

Why it Matters for You

• Faster Territory Planning & Smarter Incentives – AI accelerates territory design, simplifies incentive compensation, and automates reporting, cutting cycle times and reducing compliance risk.
• Stronger Field Intelligence – GenAI provides instant coaching insights, root-cause analysis, and smarter alerts, helping managers and reps respond faster and with greater accuracy.
• Simpler Operations & Governance – Automated scheduling, account tracking, and streamlined workflows reduce administrative effort and improve oversight.

Drive smarter brand decisions with an intelligent home office

Incentive Compensation Module

Key IC features introduced in the release include the Data Validation Agent, Diagnostics Dashboard for centralized monitoring and AI-driven insights, NextGen Reporting with a native report designer and modern visualizations, and IC Plan NextGen with optimized SaaS operations for scalability.

1. Data Validation Agent

	Feature Details: Speeds Up Validation Cycles: Data validation in minutes instead of hours. Better Accuracy and Compliance: Detects anomalies and rule breaks. Build Field Confidence: Transparent validation summaries. Continuous Quality Monitoring: Always-on process minimizes errors.
	Why it matters: Manual validations and fragmented checks slow down processing and expose payout accuracy to risk. The AI agent ensures 100% quality with minimal rework, cuts processing time by 25%, and eliminates over/under payment risk through proactive detection and real-time compliance assurance.

2. Diagnostic Dashboard: End-to-End Visibility for Faster, Smarter Operations HO SAAd

	Feature Details: Self-Service Transparency: Users diagnose issues independently. Unified View: Centralized metrics with indicators for quick error detection. Fast Troubleshooting: Drill-down, filters, and node-level traces AI Insights: GenAI recommendations speed resolution and ensure reliability
	Why it matters: Manual log checks and fragmented visibility slow down troubleshooting and increase compliance risk. The dashboard reduced manual monitoring effort by 40%, accelerating issue resolution by 50%, and improving compliance readiness through complete execution traceability

3. Streamlined NextGen Reporting HO SA Ad

	Feature Details: Report Designer: Self-service tool for customers to build reports. Improved Visuals:High-performance charts and modern UI powered. Rapid Onboarding: Framework accelerates new report and affiliate setup Scalable & Consistent: SaaS-powered, reusable components.
	Why it matters: NextGen Reporting offers a light, native option for quicker, customizable, self-service reports. It speeds reporting by up to 40%, boosts agility by enabling business teams to manage reports independently, and ensures global consistency for scalable operations.

4. IC Plan NextGen and Optimized IC SaaS Operations HO SA Ad

	Feature Details: Business Empowerment: Configure plans independently, reducing IT reliance. Enhanced Integration: Integration with existing IC jobs and reports. Enterprise-Grade Scale: 20M+ records with high availability and performance Operational Reliability: Built-in validation, logs, error handling controls.
	Why it matters:  The IC NextGen Platform removes bottlenecks, reduces IT dependency, and ensures error-free operations at scale. It delivers 40% faster configuration and reporting, 25% less quality control effort, backed by 99.9% uptime and high-speed processing for seamless performance.

Territory Alignment and Alignment Rules Module

This release unifies territory management across the enterprise, enabling seamless collaboration between field managers and home office. With lifecycle tools for design, simulation, and go-live, plus AI-driven insights and mobile-first execution, teams achieve faster decisions, stronger governance, and agile market response—futureproofing commercial operations

1. Comprehensive Territory Management with HO–Field Collaboration FM SA Ad

	Feature Details: Overlap Map Comparison: Customizable overlap views for strategic analysis. One-Click Simulations: Field managers can create, validate, and merge territory simulations independently.. Direct Sharing: Share ZIPs and accounts directly from the map for faster collaboration.
	Why it matters:Territory alignment is now faster and more collaborative, cutting planning cycles by 40% and reducing back-and-forth between HQ and field teams. These enhancements boost agility, improve compliance, and accelerate deployment of optimized territories, increasing collaboration efficiency by 25%.

2. AI-Powered Territory Travel Optimization FM SA

	Feature Details: Travel Time Analysis: Gen AI detects inefficiencies and recommends optimal repterritory assignments. Human-in-the-Loop: Managers refine AI suggestions for balanced workloads and continuity. Voice-Enabled Queries: Hands-free, natural language interaction.
	Why it matters: AI-driven territory travel optimization reduces travel inefficiencies and workload gaps, combining data precision with human judgment for flexibility and accuracy. Expect 15–20% less travel time, more customer calls per rep, stronger engagement, and higher sales productivity through smarter resource allocation.

Streamlined Alignment Mobile App Integration and Smarter Map Exports FM RAR

• Real-time Sync & Map Exports: Keep field teams updated on territory structures and call plans on their mobile application; Map exports now include full U.S. coverage with metric labels for accurate reporting
• Why It Matters: Prevents misalignment, improves reporting clarity, reduces compliance risk, and saves time— delivering 25% higher execution accuracy, 15% boost in productivity, and faster, more reliable reporting.

NextGen Alignment Rules Management HO

• Future Alignment Rule Scheduling: Automates rule activation by scheduling changes in advance, eliminating manual cutovers and downtime. This accelerates rollout by 25%, reduces manual effort by 30%, and ensures seamless transitions with zero disruption.
• Smart Account Movement Tracking: Automatically flags critical account changes based on configurable thresholds and creates change requests without manual monitoring. Cuts manual review effort by 50%, speeds approval cycles by 30%, and maintains coverage continuity.
• AI-Powered Rule Explainability: Uses GenAI to simplify complex alignment rules into clear business language, improving transparency and speeding approvals by 35%, while reducing training effort by 20%.
• Reusable Rule Templates: Enables standardized rule reuse across teams with flexibility for exceptions, cutting setup time by 40%, improving consistency by 30%, and accelerating market responsiveness.
• Automated Coverage & Reporting: Auto-manages positions, duplicate checks, and expired accounts while improving reporting accuracy and governance. Delivers 25% better governance accuracy, 20% faster onboarding, and lowers compliance risk.

Module Call Plan Feedback Improvements

We’ve enhanced the Call Planning Framework to deliver measurable impact by accelerating approvals, improving compliance, and reducing operational risk. Features like customizable change request tables, dynamic guardrails, manager visibility, and role-based auto-approvals streamline workflows and eliminate bottlenecks. These improvements cut approval cycle time by 30%, reduce compliance errors, and give managers better oversight for faster, more informed decisions—ultimately driving agility and efficiency in call planning.

Unlock field performance for superior brand outcomes

Key features introduced for field personas in the release include the Field Performance Agent, Post-Call Agent, Faster Field Insights with enhanced FRM functionality, and improved Unified Field Experience with Alignment Collaboration and enhanced login flows

Field Intelligence

1. Field Intelligence FM R

	Feature Details: Drives Holistic Target Achievement: AI-D.riven goal-seeking insights. Real-Time Visibility: Instant rep/territory/brand performance metrics. Personalized NBAs:Recommends tailored actions for each rep. Field Productivity and Momentum: Identifies important customers & insights
	Why it matters: Static reports and slow inquiry handling limit field agility and engagement. The AI agent accelerates inquiry resolution by 10×, eliminates reliance on static reports, and doubles effective field engagement through real-time insights and tailored actions.

2. Command Centre for Field Managers FM

	Feature Details: The Field Insights Agent provides managers with a centralized command center to monitor team performance, identify gaps, and track trends across geographies. It delivers real-time, actionable insights that highlight where coaching and intervention will have the greatest impact.
	Why it matters: Managers gain instant cross-geography insights, performance benchmarks, and coaching opportunities without manual effort—replacing hours of analysis with real-time intelligence. This reduces analysis time by 40–50%, enabling managers to focus on strategic coaching and driving 15% better performance.

3. Root Cause Analysis Capability for Field FMR

	Feature Details: Field Insights Agent can now answer “Why” questions, helping users understand the reasons behind performance outcomes. Instead of just seeing what happened, reps can now uncover the root causes - like why a territory underperformed or why engagement dropped - without waiting for analytics teams.
	Why it matters: Empowers reps with causal analytics for faster decisions and stronger HCP engagement—enabling 30% quicker decision-making, improving engagement quality by 10–12% for better prescription lift, and reducing reliance on analytics teams to lower operational costs

Field Insights Agent Now Empowers Field Reimbursement Managers (FRMs) for Access and Reimbursement FRM FRM

Field Intelligence now offers specialized insights for Field Reimbursement Managers (FRMs), enabling them to quickly identify reimbursement hurdles, access barriers, and patient support gaps. This helps resolve issues faster and ensures timely therapy initiation. These enhancements improve FRM effectiveness, delivering 25% faster resolution of reimbursement issues and reducing therapy initiation delays by 10%, which boosts adherence and revenue.

Improved Dashboard and Application Performance Delivers Lightning-Fast Experience FM R

We’ve significantly boosted performance across dashboards and the application to deliver a faster, seamless user experience. Dashboards now load 50% quicker, support double the concurrent users, and refresh instantly for realtime insights, driving up to 20% higher adoption. The application has been re-engineered for speed with optimized backend processes and Highcharts integration, cutting page load times by 30–40% and improving landing page engagement by 15%. Together, these upgrades enhance scalability, reduce latency, and improve overall productivity

Unified Field Experience Module

Intelligent, Productive Unified Field Experience

Drive Smarter Decisions with Enhanced NBA Alerts FM R

• Unified NBA Dashboard: Provides a single customer-level view of all alerts with richer prioritization insights, enabling reps to make contextual, data-driven decisions faster and focus on high-value actions.
• Why it matters: Consolidated alerts improve focus and accelerate next-best-action execution, driving 15% faster decision-making and strengthening call plan adherence.

Empower Field Teams with Direct Alignment Collaboration FM Ad SA

• Field-Driven Simulations: Field managers can now create, validate, and merge alignment simulations directly in UFE, eliminating HQ dependency and accelerating decision-making.
• Business Impact: Speeds up alignment cycles by 30%, reducing planning time from weeks to days, improving agility to respond to market changes, and enhancing collaboration efficiency by minimizing back-and-forth with headquarters

Other Key Enhancements FM R

• SSO-First Login & Auto-Fill MDM: Speeds up access by removing domain URLs and reducing login steps.
• Role-Based Menus: Provides personalized navigation by tailoring modules to roles and business units.
• One-Click Module Access: Enables seamless workflow by jumping directly from external apps into Catalyst modules.
• Embedded Links in Emails: Accelerates task execution with direct app links in notifications and announcements.

Coming Soon

Post Call Agent – AI-driven assistant that transforms call outcomes into actionable insights, helping field teams capture key takeaways, identify follow-up actions, and refine engagement strategies for stronger customer impact.