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TERRITORY
ALIGNMENT
Optimize Alignment of Territories to Drive
Competitive Advantage
Powerful forces are shifting the healthcare landscape with the purchase and sale of
drugs 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.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.
Territory Management sits at the core of this strategy and impacts all areas of sales
operations. All processes from sales force design and deployment to compensation
and financial reporting depend on the optimised alignment of territories.The market
today is extremely dynamic, and companies need to achieve flexibility and agility while
minimising the complexity of the operating model.
Knowing Who To Target: 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 Optimal Talent 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.
RespondingTo Market Dynamics: M&A activity, fierce competition and government
regulation ensure an ever changing environment, demanding fast turnaround of POA
cycles.
Territory Alignment Centre of Excellence
Optimising territory alignment 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.
•	 Team of domain experts, data scientists and analysts with deep expertise in
multiple therapeutic areas and industry data sources
•	 50+ COE specialists with vast experience in territory alignment and personnel
placement for wide range of B2B, life sciences, and CPG/FMG companies, large
and small, in the US and globally
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.
SalesIQTM
Territory Alignment capabilities include:
•	 Alignment Design and Maintenance
•	 Zip and Account Movements
•	 Roster Management
•	 Full Support for Parent Child Affiliations
•	 Smart Decision Support
•	 IntelligentWorkload Balancing
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: Domain experts, data
scientists & analysts well versed
in multiple therapeutic areas and
industry data sources (traditional,
new and emerging)
Process: Proven process covering
array of cloud services for
territory realignment, personnel
placements and rooster
management.
Technology: Delivery accelerator
with cloud based SalesIQTM
.
Single version of truth for
Alignment data; integrated with
upstream and downstream
systems.
To find out how Axtria can help
you optimize call planning across
your organization visit us at
www.axtria.com
The rollout helped to balance territories, assigning 15% fewer
agencies to Account Executives and minimized investment on
under performers.
“ “
Customer Case Studies
Single Version of truth for Alignment data
A global diagnostic services company, with 1300+ reps covering 500,000 accounts
across the US wanted an automated alignment solution for sales effectiveness.
Commercial Ops team managed the deployment process offline and were facing
significant challenges in managing alignment changes, maintaining data sanctity
and audit trail. Axtria implemented cloud based SalesIQTM
enabling alignment
management workflows, business rules, exception handling and reporting. SalesIQTM
is now an integral part of the client’s commercial operations providing a single version
of truth for alignment data integrated with upstream and downstream systems.
Effective Territory Realignment for Healthcare Insurer
Leading Healthcare Insurer wanted a quick and effective way to conduct territory
realignment to balance Account Executive (AE) workload with market potential, and
minimize investment on non-performing agencies. Axtria helped the client establish
a transparent analytical processes.The rollout helped to balance territories, assigning
15% fewer agencies to Account Executives and minimized investment on under
performers.

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Optimise Territory Alignment to Drive Competitive Advantage

  • 1. TERRITORY ALIGNMENT Optimize Alignment of Territories to Drive Competitive Advantage Powerful forces are shifting the healthcare landscape with the purchase and sale of drugs 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.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. Territory Management sits at the core of this strategy and impacts all areas of sales operations. All processes from sales force design and deployment to compensation and financial reporting depend on the optimised alignment of territories.The market today is extremely dynamic, and companies need to achieve flexibility and agility while minimising the complexity of the operating model. Knowing Who To Target: 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 Optimal Talent 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. RespondingTo Market Dynamics: M&A activity, fierce competition and government regulation ensure an ever changing environment, demanding fast turnaround of POA cycles. Territory Alignment Centre of Excellence Optimising territory alignment 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. • Team of domain experts, data scientists and analysts with deep expertise in multiple therapeutic areas and industry data sources • 50+ COE specialists with vast experience in territory alignment and personnel placement for wide range of B2B, life sciences, and CPG/FMG companies, large and small, in the US and globally 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. SalesIQTM Territory Alignment capabilities include: • Alignment Design and Maintenance • Zip and Account Movements • Roster Management • Full Support for Parent Child Affiliations • Smart Decision Support • IntelligentWorkload Balancing 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: Domain experts, data scientists & analysts well versed in multiple therapeutic areas and industry data sources (traditional, new and emerging) Process: Proven process covering array of cloud services for territory realignment, personnel placements and rooster management. Technology: Delivery accelerator with cloud based SalesIQTM . Single version of truth for Alignment data; integrated with upstream and downstream systems. To find out how Axtria can help you optimize call planning across your organization visit us at www.axtria.com The rollout helped to balance territories, assigning 15% fewer agencies to Account Executives and minimized investment on under performers. “ “ Customer Case Studies Single Version of truth for Alignment data A global diagnostic services company, with 1300+ reps covering 500,000 accounts across the US wanted an automated alignment solution for sales effectiveness. Commercial Ops team managed the deployment process offline and were facing significant challenges in managing alignment changes, maintaining data sanctity and audit trail. Axtria implemented cloud based SalesIQTM enabling alignment management workflows, business rules, exception handling and reporting. SalesIQTM is now an integral part of the client’s commercial operations providing a single version of truth for alignment data integrated with upstream and downstream systems. Effective Territory Realignment for Healthcare Insurer Leading Healthcare Insurer wanted a quick and effective way to conduct territory realignment to balance Account Executive (AE) workload with market potential, and minimize investment on non-performing agencies. Axtria helped the client establish a transparent analytical processes.The rollout helped to balance territories, assigning 15% fewer agencies to Account Executives and minimized investment on under performers.