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SALES OPERATIONS
& PLANNING
Optimize Every Aspect of Sales Performance with
SalesIQTM
Driving a high performance sales team is a real challenge in the pharmaceutical
industry. Powerful forces have shifted the landscape with the purchase and sale of
drug becoming more competitive and centralized.This consolidation has made the
decision making process even more complex and the physician is now just one of
many stakeholders involved. These challenges are compounded by a number of
factors that many other industries do not face including government regulations, sales
channel proliferation, limited access to traditional buyers and transforming operating
models.
This has created the need for highly sophisticated go-to-market models, with
talent structures aligned to engage stakeholders across multiple channels, regions,
specialities and facility size.This presents sales leaders with a number of important
decisions to make:
KnowingWhoToTarget: There is now a broader network of buyers and influencers
to target that go way beyond the physician. Balancing interactions with the right
individuals is key.
Aligning By Multiple Dimensions: Regional differences, speciality and facility size all
need to be considered when aligning territories to ensure interactions are effective.
Deciding OptimalTalent Mix: What resource types are required to meet the needs of
the broad set of buyers and influencers: Field Rep, Inside Sales, KAM, Medial Liason,
Channel Partner, Intermediaries?
Incentivizing Right Behaviours: With complex decision criteria focused on
economics and outcomes, how do you incentivize to drive the right behaviour?
RespondingTo Market Dynamics: M&A activity, fierce competition and government
regulation demand a fast turnaround of POA cycles.
Fielding Disputes & Change Requests: Poorly managed change is disruptive can lead
to low confidence, shadow accounting and high volumes of inquiries.
Maintaining Control & Governance: Changes to the operating model have
commercial implications at multiple layers. Controlling approval with the insight to
make well informed decisions is key.
Sales leaders need to address all of this, maintaining flexibility and agility while
minimising the complexity of the operating model.
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
Typical Results
Copyright © 2016 Axtria, Inc. All Rights Reserved.
reduction in alignment
cycle time
of reps accessed, reviewed
and adopted call plans
reduction in call plan
generation process
call plans approved by
DMs electronically
drop in field disputes
and inquiries
cost reduction and less
dependency on consultants
50%
95%
33%
90%
33%
40%
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.
Highlights of SalesIQTM
capabilities include:
•	 Alignment Design and Maintenance
•	 Zip and Account Movements
•	 Roster Management
•	 Call Plan Design and Optimization
•	 Field Collaboration & Field Feedback
•	 Compensation Plan Design and Administration
•	 Field Reporting Dashboards for Sales Rep, District & Regional Management
•	 Library of 200+ Sales Effectiveness KPIs
Sales Planning & Operations ‘Centre of Excellence’
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
To find out how Axtria can help
you optimize all aspects of sales
performance visit us at
www.axtria.com
Sales Planning and Operations takes a deep understanding of the industry domain,
strong process governance and flexible cloud technology. Axtria’s dedicated ‘Centre of
Excellence’ provides the next generation of domain experts, with a focus on process,
innovation and quality - using best-of-breed cloud platforms.
•	 Expertise across all areas of Sales Planning and Operations: Commercial Model
Design,Territory Alignment, Call Planning, Incentive Compensation and Field
Reporting.
•	 Team of domain experts, data scientists and analysts with deep expertise in
multiple therapeutic areas and industry data sources.
•	 Data-driven and collaborative processes with detailed planning, project
documentation, field sales discussion and sales management review to optimize
sales planning and operations as per company objectives.
•	 The SalesIQTM
platform is leveraged by the team to deliver decisions far more
insightful than using manual-excel sheets or stand-alone systems.
Customer Success
Global Pharma Company with 2000+ Field Reps
Call Plan generation and feedback was leveraged to enrich the customer master,
improve targeting, and optimize IC plan design.
Leading Ophthalmology Brand
Goals allocated using new Sales Operations processes demonstrated better
attainment and variation of attainment in impacted regions was reduced.
Why Axtria
People: Strong team of industry
domain experts with experience
across all aspects of sales
planning and operations.
Process: Structured and
best practice processes for
implementation and support
of all areas of sales planning
and operations, covering
Commerical Model Design,
Territory Alignment, Call Planning,
Incentive Compensation and Field
Reporting.
Technology: Built on Force.com,
SalesIQTM
delivers end-to-end
integrated sales opertations in
the cloud.

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Axtria SalesIQTM – Sales Planning and Operations

  • 1. SALES OPERATIONS & PLANNING Optimize Every Aspect of Sales Performance with SalesIQTM Driving a high performance sales team is a real challenge in the pharmaceutical industry. Powerful forces have shifted the landscape with the purchase and sale of drug becoming more competitive and centralized.This consolidation has made the decision making process even more complex and the physician is now just one of many stakeholders involved. These challenges are compounded by a number of factors that many other industries do not face including government regulations, sales channel proliferation, limited access to traditional buyers and transforming operating models. This has created the need for highly sophisticated go-to-market models, with talent structures aligned to engage stakeholders across multiple channels, regions, specialities and facility size.This presents sales leaders with a number of important decisions to make: KnowingWhoToTarget: There is now a broader network of buyers and influencers to target that go way beyond the physician. Balancing interactions with the right individuals is key. Aligning By Multiple Dimensions: Regional differences, speciality and facility size all need to be considered when aligning territories to ensure interactions are effective. Deciding OptimalTalent Mix: What resource types are required to meet the needs of the broad set of buyers and influencers: Field Rep, Inside Sales, KAM, Medial Liason, Channel Partner, Intermediaries? Incentivizing Right Behaviours: With complex decision criteria focused on economics and outcomes, how do you incentivize to drive the right behaviour? RespondingTo Market Dynamics: M&A activity, fierce competition and government regulation demand a fast turnaround of POA cycles. Fielding Disputes & Change Requests: Poorly managed change is disruptive can lead to low confidence, shadow accounting and high volumes of inquiries. Maintaining Control & Governance: Changes to the operating model have commercial implications at multiple layers. Controlling approval with the insight to make well informed decisions is key. Sales leaders need to address all of this, maintaining flexibility and agility while minimising the complexity of the operating model. 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 Typical Results Copyright © 2016 Axtria, Inc. All Rights Reserved. reduction in alignment cycle time of reps accessed, reviewed and adopted call plans reduction in call plan generation process call plans approved by DMs electronically drop in field disputes and inquiries cost reduction and less dependency on consultants 50% 95% 33% 90% 33% 40%
  • 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. Highlights of SalesIQTM capabilities include: • Alignment Design and Maintenance • Zip and Account Movements • Roster Management • Call Plan Design and Optimization • Field Collaboration & Field Feedback • Compensation Plan Design and Administration • Field Reporting Dashboards for Sales Rep, District & Regional Management • Library of 200+ Sales Effectiveness KPIs Sales Planning & Operations ‘Centre of Excellence’ 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 To find out how Axtria can help you optimize all aspects of sales performance visit us at www.axtria.com Sales Planning and Operations takes a deep understanding of the industry domain, strong process governance and flexible cloud technology. Axtria’s dedicated ‘Centre of Excellence’ provides the next generation of domain experts, with a focus on process, innovation and quality - using best-of-breed cloud platforms. • Expertise across all areas of Sales Planning and Operations: Commercial Model Design,Territory Alignment, Call Planning, Incentive Compensation and Field Reporting. • Team of domain experts, data scientists and analysts with deep expertise in multiple therapeutic areas and industry data sources. • Data-driven and collaborative processes with detailed planning, project documentation, field sales discussion and sales management review to optimize sales planning and operations as per company objectives. • The SalesIQTM platform is leveraged by the team to deliver decisions far more insightful than using manual-excel sheets or stand-alone systems. Customer Success Global Pharma Company with 2000+ Field Reps Call Plan generation and feedback was leveraged to enrich the customer master, improve targeting, and optimize IC plan design. Leading Ophthalmology Brand Goals allocated using new Sales Operations processes demonstrated better attainment and variation of attainment in impacted regions was reduced. Why Axtria People: Strong team of industry domain experts with experience across all aspects of sales planning and operations. Process: Structured and best practice processes for implementation and support of all areas of sales planning and operations, covering Commerical Model Design, Territory Alignment, Call Planning, Incentive Compensation and Field Reporting. Technology: Built on Force.com, SalesIQTM delivers end-to-end integrated sales opertations in the cloud.