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Customer Intelligence

Know every HCP and account at a depth no CRM can match

360° profiles built from prescribing patterns, network affiliations, engagement history, and AI-predicted next best actions — so every rep walks in prepared.

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Potential Sales Value by Account with CLV metrics
RECENT ENGAGEMENT
Rep visit — Product discussion
2 days ago
Webinar attendance — [Topic]
1 week ago
Conference attendance — [Event Name]
3 weeks ago
Next best action: Schedule Q4 peer-to-peer lunch program
The Challenge

CRM data is a fraction of what you need to know about your customers

Call logs and contact records don't capture the full picture of an HCP — their prescribing behavior, network influence, or what they actually need from your team next.

Shallow CRM profiles
Most CRM records contain only call history and contact details — with no prescribing data, network context, or behavioral signals.
No network influence visibility
Reps don't know which HCPs are KOLs in their network — missing the opportunity to engage the right influencers first.
No next best action guidance
Reps must guess what to discuss or offer at each interaction — leading to generic conversations that fail to move the needle.
Features

The most complete view of your customers in MedTech

360° HCP Profiles
Prescribing history, engagement timeline, network affiliations, and behavioral signals — all in one unified profile view.
KOL & Network Mapping
Identify key opinion leaders and map referral networks to prioritize the most influential HCPs in each therapy area.
Prescribing Pattern Analysis
Track how each HCP's prescribing behavior evolves over time — including competitor switches and category growth.
Engagement History Timeline
A full chronological view of every touchpoint — calls, emails, events, digital — with sentiment and outcome tracking.
Account-Level Intelligence
Hospital and health system profiles with formulary status, buying dynamics, and account-level opportunity scoring.
AI Next Best Action
AI predicts the optimal next action for each HCP — which channel, message, and timing will drive the best outcome.
Results

Deeper customer knowledge, better commercial outcomes

2.4×
Higher call quality scores for reps using 360° profiles vs. CRM-only preparation
35%
Increase in conversion rates when reps act on AI next best action recommendations
Continuous
AI Agent monitors HCP behavior and enriches profiles automatically — no manual data entry
AI Customer Intelligence Agent
Product Views

See it in action

Existing Customers — CLV analysis with tier distribution
Existing Customers
Hospital Ranking — top accounts by opportunity value
Hospital Ranking

Give every rep a complete picture of every customer

See how 360° Customer Intelligence can help your team have better conversations and convert more HCPs into advocates.

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