Dynamic Targeting

Engage the right customer, at the right time, over the right channel.

Make dynamic targeting and call planning a strategic pillar of your commercial success

Shrinking sales forces, reduced physician access, and influence shifting from physicians to system/payer contracts - these are some of the key challenges pharma businesses must overcome if they want to ensure commercial success amid today's shifting industry dynamics. To navigate around these obstacles, you need to reimagine targeting and improve multi-channel interactions by leveraging all available resources, including processes, data sources, field inputs, and analytics.

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Connect with the customer universe using a modern multi-channel approach

With the advent of new digital channels, changing preferences for interaction, and evolving physician affiliations, improving customer experience has become a strategic imperative for life sciences companies. That's why embracing multi-channel call planning is now imperative if you want to engage with practitioners and accounts in a crowded marketplace.

Our call planning solution enables you to make that happen. Create a team of “augmented sales reps” empowered with timely insights about each target physician and account. By leveraging AI-driven next best actions, you can now orchestrate a seamless experience across your entire customer base. From creating a 360-degree customer view and managing affiliations to devising a strategy that enables reps to engage practitioners, non-prescribing influencers, and accounts in a coordinated fashion, this is your key to ensuring last-mile execution of sales force effectiveness.

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What do you want to
achieve?

Streamline and personalize outreach

Align with evolving customer needs

Empower your team with in-depth diagnostics

Create agile strategies

Improve governance

Ensure consistent customer coverage

Multi-channel call plan generation

Design the optimal customer engagement plan to include rep-controlled non-personal channels, such as phone, email, and virtual meetings, as well as personal channels for face-to-face calls.

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Multi-channel call plan refinement

Give the sales team the opportunity to update call frequency, segment information, and channel preference with extensive configurability.

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Empower your team with in-depth diagnostics

Quality control reports

Get detailed quality check reports to enable pinpointing of issues in call planning.

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CRM system integration

Seamlessly connect call plans to execution systems.

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Workflow approvals

Manage call plan changes and their impact by configuring approval workflows, guardrails, and time windows.

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Rep adjustments

Allow rep adjustments to be coordinated across sales teams.

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Adopt a holistic marketing
framework for planning and evaluation

Strategic Guidance and Consulting

Conduct market and portfolio assessments to define launch sequencing, channel mix, KPI alignment, and more—ensuring analytics-driven strategies translate into measurable commercial outcomes.

Customer Insights and Targeting

Use enriched HCP and patient profiles, predictive propensity modeling, and dynamic segmentation to prioritize high-value customers and refine engagement as market conditions evolve.

Tactical Implementation and Analytics

Deploy omnichannel campaigns using A/B testing, uplift modeling, and closed-loop feedback to optimize messaging, measure engagement lift, and continuously improve campaign performance.

Marketing Data Hub for Robust Data Management

Centralize and harmonize structured and unstructured data in a compliant data lake, enforce governance controls, and enable self-service access for rapid analytics.

Marketing Planning and Strategic Analytics

Build demand-forecasting, budget-allocation, and media-attribution models to simulate scenarios, optimize ROI, and stress-test launch plans under varying market conditions.

Monitoring and Reporting

Track launch milestones, engagement KPIs, market share, and patient adherence using real-time dashboards and address deviations with automated alerts and prescriptive recommendations.

Experience
elevated outcomes

Access to real-time call plans, shorter call plan cycles, and greater ownership and compliance.

Increased efficiency and effectiveness of call plans.

Access to real-time call plans, shorter call plan cycles, and greater ownership and compliance.

A systematic approach to target list creation, leveraging data analytics and extensive information sets.

Explore our
success stories

Omnichannel Rep Call Planning to Enhance Engagement

Omnichannel Rep Call Planning to Enhance Engagement Learn more

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

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

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

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

Strategize better with our insights

Webinar

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

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White Paper

What Are The Factors That Cause Call Plan Adherence To Fail And How To Address The Problem

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White Paper

Has Traditional Call Planning Passed Its Prime?

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Read our latest release notes

Stay up to date and learn about our innovations through our product release notes.

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Dynamic Targeting

Make dynamic targeting and call planning a strategic pillar of your commercial success

Connect with the customer universe using a modern multi-channel approach