Axtria SalesIQ™ Winter Release Notes 2026

Feature Details:

• Accelerated, Always‑On Validation: Runs full validations in minutes and continuously monitors data quality, cutting manual effort by 70–80%, reducing downstream IC errors by 40–50%, and shortening payout cycles by 30%+ through proactive issue detection.
• Intelligent Insights and Clear Resolution: Automatically flags anomalies, provides clear summaries, and offers drill‑downs with LLM‑powered recommendations, improving root‑cause identification speed by 5–10× and reducing rework cycles across IC operations.
• Enhanced User Experience: Split‑view dashboards, rich visualizations, record‑level tables, bookmarks, history, and voice‑based interaction make validation faster and more intuitive, improving throughput by 25–35% and enabling analysts to resolve issues in a fraction of the time./li>

Why it matters: Manual, fragmented validations slow processing and introduce payout and compliance risks. The Data Validation Agent automates these steps end-to-end, cutting validation time improving data accuracy and significantly reducing rework.

Feature Details:

• Faster IC Configuration: Quickly copy pay‑grid setups across business units and leverage automatic column updates so edits cascade through dependent mappings without manual fixes.
• Streamlined Usability and Navigation: Improved workflow with select‑all options, cleaner pivots, standardized page titles, consistent tenant views, and data processing opening in a dedicated tab for smoother navigation.
• Smarter Reporting and Grid Management: Instant alerts for incomplete reports or duplicate payout grids, along with enhanced quick‑copy options to speed up reporting and grid creation.

Why it matters: These upgrades significantly reduce repetitive manual work, cutting configuration effort by 30–40% and lowering mapping related errors by 25% through automated column updates. Faster navigation and standardized tenant views improve workflow speed, while smarter reporting checks reduce rework.

Feature Details:

• Resilient Auto‑Distribution: Auto distribution now continues even when record‑level errors occur, preventing workflow interruptions.
• Configurable Decimal Controls: Admins can allow or restrict decimal inputs based on China market requirements
• Targeted Error Reporting: Errors are surfaced only at the exact refinement level where they occur, reducing noise for users.
• Flexible UI Configuration: Adjust label casing and show/hide UI components to meet regional formatting and compliance needs.

Why it matters: Quota refinement workflows often stall due to strict validation rules and noisy error messages, especially in markets with unique numerical and formatting requirements. These enhancements prevent process blockage, improve workflow continuity, and cut error noise by 30–40%.

Feature Details:

• Configurable Scenario Metrics: Set display names, adjust precision, and tailor properties for every metric.
• Personalized User Settings: Save metric configurations as individual user preferences.
• Controlled Visibility: Home Office can manage which metrics appear to which user groups, including restricting field access.

Why it matters:  TInconsistent metric setups and uncontrolled visibility often lead to confusion, errors, and misaligned performance evaluation. Centralized configuration and user level personalization reduce reporting discrepancies by 25%, improve data clarity across teams by 40%, and cut administrative rework.

Feature Details:

• Upload one file to make bulk ZIP‑ and Account‑to‑Territory updates in a single step
• View your team’s coverage with map overlays and identify colleagues in overlapping areas.
• Get faster map downloads and an updated positions panel with clear metric comparisons.

Why it matters:  T Managing territory updates at scale is often slow, error‑prone, and resource‑intensive. These enhancements streamline bulk changes, improve cross‑team visibility, and accelerate mapping performance—cutting operational effort by 30–40%, reducing map processing times enabling faster decisions.

10 minutes: prep time saved per call

14+ hours/week: admin time saved

2-3 hours:HCP targeting time saved per week

30%: higher HCP targeting accuracy

Feature Details:

• AI‑Generated Top Things to Know: Equips reps with a distilled, high‑impact briefing that reduces prep time by 8–10 minutes per call, enabling more confident, higher‑quality HCP interactions.
• Smart Next‑Best‑Action Coaching: Identifies the next best actions tied to commitments and strategic gaps, increasing execution consistency and improving call‑to‑action conversion by 20–30%.
• Deep, Compliant Personalization: Combines prescribing, market dynamics, and engagement history to deliver deeply tailored guidance, boosting call relevance by 30% without adding compliance risk.

Why it matters: The Pre Call Agent eliminates the call preparation time reps previously spent on fragmented prep. With a clear, contextual brief delivered instantly, reps walk into every meeting fully prepared, more confident, and ready to deliver higher impact engagement.

Feature Details:

• Call Recording and Summary: Transform unstructured interactions into clean, actionable, and compliant summaries, returning 14+ hours back to the field and reducing documentation gaps.
• Follow‑Up Action Identification: Proactively recommends the next best steps, tightening execution and improving rep‑to‑rep impact by 25%+ across brands and geographies.
• AI‑Powered Learning Loop: Rolls up call insights into territory‑level intelligence, improving manager readiness and enabling faster coaching cycles that directly impact pull‑through and territory growth.

Why it matters: Post call capture turns admin into advantage: reps save up significant time while improving follow through and data quality. Each call becomes a learning moment that powers better coaching, smarter planning, and stronger HCP relationships.

Feature Details:

• Call Recording AI Driven Prioritization: Consolidates CRM, NBAs, and HQ priorities to build weekly plans in minutes—replacing 2–3 hours of manual consolidation.
• Conversational Planning: Natural language search identifies which HCPs need attention up to 30% faster than manual queries.
• Field Informed Adjustments: Reps refine AI suggested plans using relationship insights, local context, and territory nuance.

Why it matters: Visit Planning transforms weekly planning from a slow, manual chore into a fast, intelligent workflow. Reps reclaim 2-3 hours each week while improving targeting accuracy by 30%—ensuring they spend more time with the right HCPs and less time consolidating data across systems.

Feature Details:

• Complete 360° Context in Seconds: Unified view of prescribing trends, payer insights, interactions, and meeting notes—replacing fragmented prep across multiple systems.
• Configured for Brand & Team Needs: Panels and fields are customizable, ensuring every rep sees the context most relevant to their territory.
• Single Source of Truth: Eliminates system hopping with a clean, comprehensive preparation surface that pulls in all key customer signals.

Why it matters: Customer 360 gives reps the full picture in one place, reducing prep friction and increasing call readiness. With complete context in seconds, reps show up more informed, more confident, and better positioned to drive meaningful, high quality conversations.

Feature Details:

• Transforms CRM Into Intelligent Engagement: Agents enrich CRM records with insights, next steps, and AI generated summaries—moving CRM from system of record to decision engine.
• Seamless Bi Directional Sync: Data and insights push/pull in real time—no duplicate entry, no manual consolidation, no switching friction.
• Compliant, Contextual Content and Data: Pre-call Agents recommend Veeva approved materials; Post-call Agents validate compliance before syncing.

Why it matters: Seamless CRM access keeps field systems aligned without heavy integration overhead. Reps get the context they need while maintaining a lightweight, fast workflow.

10X inquiry : resolution

2X effective: inquiry resolution

Feature Details:

• Advanced Visualizations and Trend Charts: Interactive trend charts surface performance gaps, momentum shifts, and emerging risks, helping reps and managers identify opportunities 2–3× faster and act before targets slip.
• Streamlined GRDs (Golden Reference Datasets): Simplified GRDs provide a consistent, high‑trust data backbone for IC and performance analysis—reducing manual reconciliation by 50%+ and improving cross‑team clarity.
• Key Driver Analysis: Instantly identifies the top drivers of performance variance, eliminating hours of manual investigation and improving decision accuracy by 30– 40%.
• Personalized Action Guidance:Recommends the most impactful next steps tailored to territory, HCP, product, and historical trends—boosting rep productivity and improving territory pull‑through by 20–25%.

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.

• IC Health Check Agent (Due in March’ 26) : An AI powered diagnostic engine that benchmarks your IC plan across motivation, fairness, fiscal responsibility, and simplicity— instantly surfacing what’s working and where risks lie. It delivers clear, drill down insights grounded in industry benchmarks, helping teams improve plan performance, accuracy, and field impact.

Field Performance Agent for Managers (Due in March’ 26) - The Field Performance Agent has been extended to frontline managers to help improve the productivity, efficiency, and coaching effectiveness of their field teams. It provides real time insights, personalized recommendations, and automated analysis so managers can focus more on strategy and less on operational reporting.

 Segmentation & Targeting Agent (Due in April’ 26) -  An intelligent agent that automates the end-to-end HCP segmentation and targeting workflow, compressing traditional 6–8 week planning cycles less than 2–3 weeks. Guided by configurable business rules and commercial data, it generates prioritized target lists across multiple scenarios, enabling commercial teams to make faster, more confident targeting decisions with full audit trails and executive-ready outputs.