One platform, multiple solutions — one commercial intelligence platform

Commercial intelligence
for every team function

From HCP targeting to AI agents — the intelligence MedTech teams need at every stage of the commercial cycle.

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How We Can Help

Your challenge. Our solution.

Every solution maps to a specific commercial outcome your team needs.

All Solutions

Explore each solution in depth

Targeting

AI-ranked HCP and account prioritization

Stop guessing which HCPs to call on. Trapezoid Targeting uses AI models trained on prescribing patterns, claims data, and market signals to rank every HCP in your territory.

AI priority scores for every HCP in your territory
Account segmentation and tiering workflows
Territory whitespace and gap analysis
Learn more about Targeting
Total Opportunity by State — territory manager targeting map

Opportunity vs Penetration — 13% penetration, $78.3M vs $596.1M
Markets

Real-time market intelligence for MedTech

Understand your total addressable market, where your competitors are gaining ground, and where your next growth opportunity lies — all in a single view.

TAM/SAM/SOM analysis by geography and segment
Competitor share tracking and trend alerts
Whitespace opportunity maps
Learn more about Markets

Forecasting

AI-powered revenue and demand forecasting

Replace spreadsheet-based forecasting with AI models that incorporate market signals, prescribing trends, and sales activity to deliver reliable, rolling forecasts.

Rolling forecast models updated automatically
Scenario modeling (bull / base / bear cases)
Forecast vs. actual variance tracking
Learn more about Forecasting
Pipeline — Targeted and Initial Meetings deal cards with values

Marginal ROI by Channel — Online Video and Paid Search leading
Marketing Mix Modeling

Optimize every dollar of commercial spend

Understand which channels — rep visits, digital, conferences, peer-to-peer programs — are truly driving prescriptions, and shift budget to maximize ROI.

Unified channel attribution across all tactics
Budget optimization recommendations
Incrementality and saturation curve modeling
Learn more about MMM

Customer Intelligence

360° profiles for every HCP and account

Go beyond basic CRM data. Trapezoid builds rich, dynamic profiles that include prescribing patterns, network affiliations, engagement history, and AI-predicted next actions.

360° HCP profiles with prescribing history
Network affiliation and KOL mapping
AI-predicted next best action for each HCP
Learn more about Customer Intelligence
Account Ranking — Propensity and Potential Sales Value by hospital

AI Insights & Agents ✦ New

Your commercial team's autonomous AI layer

AI Agents work across all Trapezoid solutions — surfacing insights, updating priority lists, monitoring markets, and executing commercial tasks 24/7.

Agents for every solution — Targeting, Markets, Forecasting, MMM, Customer Intelligence
Natural language insights and Q&A on your commercial data
Proactive alerts — no more dashboards to check
Explore AI Insights & Agents
ACTIVE AGENTS
Targeting Agent refreshed 342 HCP scores
2m ago
Market Monitor: 3 new whitespace opportunities identified
14m ago
Forecast Agent: Q3 variance alert — Northeast region
1h ago
Customer Intelligence: 8 HCP profile updates detected
3h ago

See all six solutions in action

Talk to our commercial intelligence experts and get a demo tailored to your team's specific needs.