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CALL
PLANNING
Optimizing Call Planning to Meet the Needs of
Today’s Buyers & Influencers
Call Planning is a crucial step in the commercial operations process to create a balance
between a company’s brand, sales and tactical goals.With face-to-face sales visits
getting expensive, improving adherence and performance amongst call planning
representatives is key to meeting strategic and operational objectives. Pharmaceutical
companies not only need to thoughtfully plan their sales efforts but also need to have
the sales representatives fully bought in to the plans to get maximum leverage for
their promotional investments.
With integrated delivery networks (IDNs) owning more than 60% of physician group
practices, they are more in charge of defining treatment protocols than physicians
themselves. A recent report from CapGemini revealed that 42% of doctors affiliated
with integrated health networks said they are not allowed to see reps.This implies that
having real-time knowledge on physician activities and their permissible engagement
levels will aid in optimizing today’s call planning activity.This is in addition to the need
to gauge the impact of non-physician customers such as pharmacists, patients, and
payers and develop call plans which allocate optimal promotional efforts to the new
target audience.
Call Planning Centre of Excellence
Optimizing call planning involves a deep understanding of the industry domain,
strong process governance and flexible cloud technology. Axtria’s dedicated ‘Centre
of Excellence’ supports highly optimized and transparent call planning processes
which meets operational objectives and is aligned with local market realities. Our
call planning experience encompasses pretty much every possible variation on
pharmaceutical selling challenges: multiple stakeholders, emerging selling models,
intricate rules-based complexities, large datasets and disparate channels.
Simplfy Rollout and Review Process
•	 Separate New vs. Existing targets and identify frequency changes
•	 Separate rep frequency from Home Office recommendations
•	 Roll out disruption over multiple call plan cycles
Improve Communication
•	 Educate sales about customer valuation methodologies
•	 Share results of peers reps / territories to motivate the field
Incorporate Feedback
•	 Incorporate feedback from field in subsequent call plans
•	 Conduct ongoing audits to inform business rules for next cycle
Axtria at a glance
Axtria is the leading life sciences
analytics company.We combine
Industry Knowledge, Business
Process andTechnology to help
our clients make better data-
driven decisions.
•	 More than 650 employees
worldwide in 7 locations
•	 Over 25 principals with
15+ years domain experience
•	 Partnered with more than
60 clients, including 8 out of the
top 10 life sciences companies
Copyright © 2016 Axtria, Inc. All Rights Reserved.
Axtria’s SalesIQTM
Axtria’s SalesIQTM
is a cloud based sales operations platform with integrated
Territory Alignment, Call Planning, Incentive Compensation and Field Reporting.
Built on Force.com, the platform provides a rapid accelerator to deliver sales planning
and operations capabilities to Salesforce andVeeva customers.
SalesIQTM
Call Planning capabilities include:
•	 A web-based collaborative platform that enables sales reps to adapt call plans and
collaborate with other reps in the field
•	 Generates an automated, customized and collaborative call plan that involves all
the key stakeholders
•	 Provides detailed level QC reports to enable efficient pin pointing of potential
issues in call plan generation
•	 Allows rep adjustments coordinated across sales teams
•	 Provides configurable business rules/approval process to manage the changes and
their impact
Pre-built integration withVeeva, alongside industry specific data objects and
functionality, provides the leading sales planning and operation management solution
for the pharmaceutical industry. Single sign-on and a familiar look-and-feel provide a
seamless user experience, and the shared database means minimal integration.
Founded in 2009, Axtria is a Big Data Analytics company
which combines industry knowledge, analytics and technology
to help clients make better data-driven decisions. Our data
analytics and software platforms support sales, marketing, and
risk management operations in the life sciences, finance, retail,
and technology industries.We serve clients with a high-touch
on-site and onshore presence, leveraged by a global delivery
platform that focuses on reducing the total cost of ownership
with efficient execution, innovation, and virtualization.
For more information, visit www.axtria.com
Follow Axtria onTwitter, Facebook and LinkedIn
Copyright © Axtria Inc. 2016. All Right Reserved
Disclaimer
Axtria understands the compliance requirements behind
personalization and we do not work with any personally identifiable
data that can identify an end-customer of a business.
We have the strictest data security guidelines in place as we work
with businesses to improve the experience for their customers.
facebook.com/Axtria
Axtria – Ingenious Insights
www.axtria.com
info@axtria.com
@AxtriaConnect
Contact Us
+1-877-9AXTRIA
info@axtria.com
Why Axtria
People: Our call planning
experience encompasses pretty
much every possible variation
on pharmaceutical selling
challenges.
Process: Structured and
best practice processes for
implementation and support of all
sales performance management
application.
Technology: Delivery accelerator
with cloud based SalesIQTM
.
A cloud based collaborative
platform to enable sales reps to
adapt call plans and collaborate
with other reps.
To find out how Axtria can help
you optimize call planning across
your organization visit us at
www.axtria.com
Post implementation, more than 95% of sales accessed their
call plans through the SalesIQTM
.“
“
Customer Case Studies
Call Planning for a Top 5 Pharmaceutical Firm with 1600+ Reps
The Client, a top pharmaceutical company, was looking for a partner to manage
and execute their call planning processes while ensuring increased efficiency and
effectiveness. Post implementation, more than 95% of the sales force accessed
their call plans through the SalesIQTM
call planning module, which supported complex
business rules, account and physician level call plans development and support for
roster changes during the feedback window.
Target List creation for a Leading Pharmaceutical Manufacturer
The US Oncology franchise of the client was looking for a partner to come up with a
systematic approach to create target list for physician detailing. Applying data analytics
to extensive information sets covering 24 months of diagnosis, procedures and RXs
for 8.9M unique patients, Axtria was able to match a significant percentage of existing
client targets to those in the APLD file and also recommended business rules for
identifying potential additional targets by disease state.

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Datasheet: Axtria Call Planning Solution Capabilities

  • 1. CALL PLANNING Optimizing Call Planning to Meet the Needs of Today’s Buyers & Influencers Call Planning is a crucial step in the commercial operations process to create a balance between a company’s brand, sales and tactical goals.With face-to-face sales visits getting expensive, improving adherence and performance amongst call planning representatives is key to meeting strategic and operational objectives. Pharmaceutical companies not only need to thoughtfully plan their sales efforts but also need to have the sales representatives fully bought in to the plans to get maximum leverage for their promotional investments. With integrated delivery networks (IDNs) owning more than 60% of physician group practices, they are more in charge of defining treatment protocols than physicians themselves. A recent report from CapGemini revealed that 42% of doctors affiliated with integrated health networks said they are not allowed to see reps.This implies that having real-time knowledge on physician activities and their permissible engagement levels will aid in optimizing today’s call planning activity.This is in addition to the need to gauge the impact of non-physician customers such as pharmacists, patients, and payers and develop call plans which allocate optimal promotional efforts to the new target audience. Call Planning Centre of Excellence Optimizing call planning involves a deep understanding of the industry domain, strong process governance and flexible cloud technology. Axtria’s dedicated ‘Centre of Excellence’ supports highly optimized and transparent call planning processes which meets operational objectives and is aligned with local market realities. Our call planning experience encompasses pretty much every possible variation on pharmaceutical selling challenges: multiple stakeholders, emerging selling models, intricate rules-based complexities, large datasets and disparate channels. Simplfy Rollout and Review Process • Separate New vs. Existing targets and identify frequency changes • Separate rep frequency from Home Office recommendations • Roll out disruption over multiple call plan cycles Improve Communication • Educate sales about customer valuation methodologies • Share results of peers reps / territories to motivate the field Incorporate Feedback • Incorporate feedback from field in subsequent call plans • Conduct ongoing audits to inform business rules for next cycle Axtria at a glance Axtria is the leading life sciences analytics company.We combine Industry Knowledge, Business Process andTechnology to help our clients make better data- driven decisions. • More than 650 employees worldwide in 7 locations • Over 25 principals with 15+ years domain experience • Partnered with more than 60 clients, including 8 out of the top 10 life sciences companies Copyright © 2016 Axtria, Inc. All Rights Reserved.
  • 2. Axtria’s SalesIQTM Axtria’s SalesIQTM is a cloud based sales operations platform with integrated Territory Alignment, Call Planning, Incentive Compensation and Field Reporting. Built on Force.com, the platform provides a rapid accelerator to deliver sales planning and operations capabilities to Salesforce andVeeva customers. SalesIQTM Call Planning capabilities include: • A web-based collaborative platform that enables sales reps to adapt call plans and collaborate with other reps in the field • Generates an automated, customized and collaborative call plan that involves all the key stakeholders • Provides detailed level QC reports to enable efficient pin pointing of potential issues in call plan generation • Allows rep adjustments coordinated across sales teams • Provides configurable business rules/approval process to manage the changes and their impact Pre-built integration withVeeva, alongside industry specific data objects and functionality, provides the leading sales planning and operation management solution for the pharmaceutical industry. Single sign-on and a familiar look-and-feel provide a seamless user experience, and the shared database means minimal integration. Founded in 2009, Axtria is a Big Data Analytics company which combines industry knowledge, analytics and technology to help clients make better data-driven decisions. Our data analytics and software platforms support sales, marketing, and risk management operations in the life sciences, finance, retail, and technology industries.We serve clients with a high-touch on-site and onshore presence, leveraged by a global delivery platform that focuses on reducing the total cost of ownership with efficient execution, innovation, and virtualization. For more information, visit www.axtria.com Follow Axtria onTwitter, Facebook and LinkedIn Copyright © Axtria Inc. 2016. All Right Reserved Disclaimer Axtria understands the compliance requirements behind personalization and we do not work with any personally identifiable data that can identify an end-customer of a business. We have the strictest data security guidelines in place as we work with businesses to improve the experience for their customers. facebook.com/Axtria Axtria – Ingenious Insights www.axtria.com info@axtria.com @AxtriaConnect Contact Us +1-877-9AXTRIA info@axtria.com Why Axtria People: Our call planning experience encompasses pretty much every possible variation on pharmaceutical selling challenges. Process: Structured and best practice processes for implementation and support of all sales performance management application. Technology: Delivery accelerator with cloud based SalesIQTM . A cloud based collaborative platform to enable sales reps to adapt call plans and collaborate with other reps. To find out how Axtria can help you optimize call planning across your organization visit us at www.axtria.com Post implementation, more than 95% of sales accessed their call plans through the SalesIQTM .“ “ Customer Case Studies Call Planning for a Top 5 Pharmaceutical Firm with 1600+ Reps The Client, a top pharmaceutical company, was looking for a partner to manage and execute their call planning processes while ensuring increased efficiency and effectiveness. Post implementation, more than 95% of the sales force accessed their call plans through the SalesIQTM call planning module, which supported complex business rules, account and physician level call plans development and support for roster changes during the feedback window. Target List creation for a Leading Pharmaceutical Manufacturer The US Oncology franchise of the client was looking for a partner to come up with a systematic approach to create target list for physician detailing. Applying data analytics to extensive information sets covering 24 months of diagnosis, procedures and RXs for 8.9M unique patients, Axtria was able to match a significant percentage of existing client targets to those in the APLD file and also recommended business rules for identifying potential additional targets by disease state.