Manual, fragmented reporting creates lagging insights, inconsistent execution, and missed coaching moments. Discover how a leading oral health organization replaced spreadsheets and siloed dashboards with a mobilefirst, realtime platform—giving 120+ reps and managers a single source of truth for daily planning, performance tracking, and promotional effectiveness.
The company’s legacy setup required teams to stitch together data across multiple tools, limiting visibility into call activity, territory performance, and brand impact. Without centralized governance and timely refreshes, managers lacked a clear line of sight for coaching, and reps spent hours hunting for answers instead of engaging customers. To modernize field operations, the organization chose Axtria SalesIQ™—consolidating reporting, standardizing metrics, and enabling secure, rolebased access through Azure SSO.
With Axtria SalesIQ™ Field Intelligence, users gained intuitive dashboards—Business Summary, Call Activity Report (CAR), Scorecards, Geography comparisons, and Promotional Activity—bringing realtime insights to every device. Daily data refreshes and seamless Salesforce integration made adoption effortless, accelerating coaching cycles, sharpening call planning, and improving territory execution.
Advanced automation and an elegant user experience shortened time to insight, streamlined crossteam collaboration, and empowered leadership with drilldowns from national to territory to HCP—so decisions happen faster and outcomes improve sooner.