AI Powered Intelligence · Drive Growth · Optimize Performance · Achieve Commercial Excellence

Your commercial team, augmented by
AI Agents that never clock out

Trapezoid combines proprietary commercial data with external market signals so your team always knows where the opportunity is, what's shifting, and exactly what to do next.

Targeting Agent
Always-current target priorities, with cross-sell, upsell and whitespace sized against current sales, in every territory, powered by Trapezoid AI.
Market Agent
See competitive threats early, and get the counter-plan with them, powered by Trapezoid AI.
Forecast Agent
Trapezoid AI agents catch forecast gaps the moment actuals drift from plan, find the root cause, and hand you the corrective actions to close it.
Customer Agent
Trapezoid AI agents flag at-risk and churned accounts, predict what each customer will buy and how much, and turn it into next best actions that grow sales.
MMM Agent
Trapezoid AI agents monitor spend against ROI around the clock, recommend budget shifts in real time, and deliver in minutes the analysis an analyst team needs weeks to build.
Data Analyst Agent
Trapezoid AI Analyst: the analyst your whole team can talk to. Ask in plain English and get answers from your real data, with analysis that used to take weeks, delivered in seconds.
The Problem

Your team is acting on the wrong intel.

When data is fragmented and analysis is manual, commercial teams make decisions on information that's already outdated — and the revenue gap compounds every quarter.

Stale intel
By the time analysis reaches the team, the opportunity has already moved. Most commercial data is 30–60 days old.
Scattered signals
CRM, claims, market data, and forecasts live in separate tools — no one sees the full picture.
No next action
Data tells you what happened. AI tells you what to do about it. Most teams only have the data.
The Platform

Every type of commercial intel, AI-powered.

Six modules, each delivering a different layer of intelligence — all unified in one platform, all continuously updated by AI Agents working behind the scenes.

How It Works

How AI turns your data into commercial intel

Connect Your Data
Unify CRM, claims, EMR, and market data — all sources in one place, automatically.
AI Reads the Signals
AI Agents process every commercial signal continuously — HCP behavior, market shifts, revenue gaps — and identify what matters.
Intel Delivered
Ranked priorities, flagged opportunities, and recommended next actions — delivered directly to each person's workflow.
Act, Measure, Improve
Track outcomes. AI learns from every result and refines its intel over time.
The Platform

Intel your team can act on, instantly

Every view is built around a decision — not a report. Marketing ROI, territory opportunity, account value — all live.

Marginal ROI by Channel
Marginal ROI by Channel
Tier Distribution — Potential Value
Customer Tier Distribution
Channel Performance Summary
Channel Performance
Efficiency Matrix — Revenue per $1 vs Budget Share
Efficiency Matrix
Saturation — Spend vs Saturation Point
Channel Saturation
Potential Sales Value by Account
Sales Value by Account
Targeting

Know exactly who to call — and why

AI surfaces your highest-potential HCPs every day, ranked by opportunity score. Your reps walk in with the right intel before the first call.

Daily AI-ranked HCP priority scores
Territory whitespace and growth opportunity maps
Account segmentation and value tiering
AI Agents auto-refresh target lists — no manual work
Explore Targeting
Total Opportunity by State — territory manager bubble map
Target vs Actual — 77% attainment, $78.3M vs $101.2M
Markets

See market intel before it shows up in a report

AI monitors your market continuously — surfacing competitive moves, share shifts, and untapped opportunity before your quarterly review.

Total addressable market sizing
Real-time competitor share tracking
Whitespace and growth opportunity maps
AI Agents flag market shifts the moment they happen
Explore Markets
AI Insights & Agents

The AI that keeps your commercial intel current

Each agent runs continuously across its module — reading signals, identifying shifts, and pushing the right intel to the right person at the right time.

Targeting Agent
Refreshes HCP priority intel daily and alerts reps the moment a high-value account moves.
Targeting
Market Monitor Agent
Scans market data around the clock — flagging competitor moves and surfacing whitespace intel automatically.
Markets
Forecast Analyst Agent
Delivers rolling revenue intel with early-warning alerts before deviations become problems.
Forecasting
Customer Intelligence Agent
Monitors HCP behavior and enriches profiles continuously — surfacing next-best actions from live data.
Customer Intelligence
Results

What better intel delivers

5×
Marketing ROI improvement when spend is guided by AI-powered channel intelligence
Marketing Mix Modeling
100%
Territory quota attainment when reps act on AI-ranked HCP intel instead of static call lists
Targeting
90%
Reduction in time to intel — from weeks of manual analysis to hours of AI-driven insight
AI Insights & Agents
Platform

Enterprise-grade intel infrastructure.

Built for regulated commercial environments — with the security, compliance, and integrations your team requires.

End-to-end data encryption
HIPAA-compliant data handling
50+ pre-built integrations
SSO and role-based access controls
Explore the Platform
Security
End-to-end encryption
Integrations
50+ pre-built connectors
Compliance
Sunshine Act · FDA guidelines
AI Ready
AI Agents across all modules
Resources

Intel & insights

View all resources

Get the right intel for your commercial team

See how Trapezoid's AI surfaces the opportunities, risks, and next-best actions your team needs — before they ask for them.

Targeting Markets Forecasting Marketing Mix Modeling Customer Intelligence ✦ AI Insights & Agents