Axtria SalesIQ™ Spring 2025 Release Notes

The Spring 2025 release of Axtria SalesIQ’s NextGen platform marks a significant leap towards fulfilling our vision of empowering the end-to-end Agentic AI future of commercial operations, with intelligent AI agents driving seamless decision-making across three critical value levers.

Top Highlights:

• Streamlined commercial performance: Home office teams accelerate market readiness and cut scenario optimization cycles by 40%, leveraging integrated alignment ecosystems and AI-driven agents that operate 60% faster than legacy systems.
• Field Force Effectiveness: Field representatives unlock enhanced productivity through context-aware AI agents, realtime territory benchmarking, and high-performance dashboards delivering insights 20% faster—while seamless CRM integration removes workflow friction.
• Platform Resilience: Enterprise-grade SaaS architecture, reinforced by rigorous validation frameworks, delivers the compliance and operational agility essential for highly regulated pharmaceutical environments.

This intelligent, agent-driven approach enables organizations to deliver superior commercial results by optimizing territory design, boosting field productivity, and accelerating key initiatives.

What’s New in the Spring ’25 Release?

Power agile brand decisions with an intelligent home office

NextGen Alignment Augmented with intelligent agents

• NextGen field collaboration: A modern platform accelerates go-live, replaces legacy tools, and empowers home office users and field managers with real-time insights and end-to-end alignment.
  • End-to-End Alignment Ecosystem: Drives faster execution and alignment ownership through configurable access to all alignment stages – design, collaborate, publish, and go-live—unlocking quicker time-to-value.
  • Advanced analytics for field managers: Equips field managers with advanced insights like focus area analytics and heat map visualizations to cutting scenario optimization time by 40% and enabling data-driven precision in territory refinement.
  • Modern, Seamless Platform: Replaces legacy systems to eliminate inefficiencies and elevate the user experience with intuitive workflows.
• Improved comparative scenario analytics: Enhanced side-by-side views enable account- and geo-level optimization, multi-metric trade-off analysis, and optimized alignment decisions.
  • Side-by-side scenario comparison: Instantly compare alignment options and evaluate trade-offs to drive faster, smarter decisions.
  • Strategic account-based optimizer: Generate account-based territories that honor account affiliations and integrated delivery network relationships — boosting rep-account alignment accuracy by 25%.
  • Multi-metric alignment optimization: Leverage multiple KPIs in a single model to create more balanced and performance-driven territories.
• Powerful AI Agent-driven alignment capabilities: A 60% faster AI-driven workflow with improved ZIP actions, detailed visuals, and refined health reports drives quicker, data-backed decisions.
  • Enhanced GenAI-powered search: Auto-generated charts and visualizations surface key trends instantly — empowering faster, smarter decisions.
  • Alignment Health Reports: Real-time assessment of alignment quality across workload, size, compactness, disruption, discontinuity, and distribution pattern — enabling field efficiency and balanced rep performance.
  • Advanced Alignment Agent Use Cases: AI-led territory design, focus insights, health checks, and GenAI-powered fixes — for faster, smarter, high-impact alignments.
    
    
• Refined NextGen alignment rule hub: Optimized rule execution, intuitive scheduling, and intelligent account assignments — enabling better oversight, simplified workflows, and improved coverage.
  • Optimized rule group management: Track and manage global and sales cycle rule groups execution with full version history and control — ensuring transparency, auditability, and streamlined governance across sales cycles.
  • Smart scheduling and improved UI: Automate scheduling and view all configured schedulers in one place and track gain/loss metrics effortlessly — driving better visibility, control, and operational accuracy.
  • Affiliated account logic: Auto-assign positions to related accounts using hierarchies, ensuring full coverage with less manual effort.
  • Top-down and bottom-up support: Define affiliations from parent to child or child to parent, enabling rule flexibility across hierarchy levels.
  • Rule configuration at any level: Create affiliation rules at both parent and child levels to generate accurate position-account mappings.
  • Visual mapping: Display affiliated accounts on the alignment map in a spider-web view, making relationships easy to understand and act upon.
  • Automated assignment propagation: Auto-assign positions to affiliated accounts, improving consistency and reducing manual effort.
    
    

Smarter Incentives Fueled by Intelligent Agents

• Enriched incentive compensation (IC) NextGen: An intuitive platform with prebuilt pharma functions, automated validations, and a self-service interface that accelerates setup and reduces errors.
  • Speedier plan configuration: Intuitive workflows, pharma-ready functions, and drag-and-drop design accelerate setup — cutting turnaround time and boosting usability.
  • Built-in quality control: Prebuilt functions, real-time data views, and smart validations reduce errors and reliance on shadow quality control — improving accuracy and trust.
  • Quick onboarding for business users: Self-service, SaaS-based platform simplifies plan setup — lowering the learning curve and empowering faster adoption.
• Enhanced GenAI-powered IC inquiries: Instant, AI-driven query resolution for both field and HQ teams, with voiceenabled assistance empowering better decisions and enhanced collaboration.
  • Accelerated Rep Insights: Instant answers to sales, payout, and activity questions — with text, tables, and charts that boost rep productivity on the go.
  • Smarter IC Inquiry Resolution: Field reps get clear, data-backed answers to complex questions — cutting out email loops and speeding up issue resolution.
  • Context-aware conversational analytics: Understand follow-ups and generate visual insights in-session — enabling faster, deeper analysis without switching tools.
• SaaS-ready smarter reporting: Customizable, accurate reports with advanced controls to manage versioning, real-time roster adjustments, and old-vs-new comparisons, ensuring precision.
  • Secure and transparent reporting: Audit logs track all report actions — ensuring accountability, data integrity, and compliance.
  • Smarter report management: Advanced settings simplify access to key controls like sharing, delegation, and notifications — improving admin efficiency.
  • Flexible and insightful configuration: Easily compare roster changes and customize quota simulations — enabling precise planning and better decision-making.
    
    
• Optimized field user experience: Faster filtering, personalized report views, and device-aware display optimization to enhance field users’ productivity through seamless access.
• Resilient platform and agile operations: Enhanced platform stability with smart job management, better visibility, and transparent error handling, combined with flexible operations and agile change management tools for improved efficiency and compliance.

Enriched Call Plan Feedback

• Smarter call scenario management and tailoring control: Easily copy, configure, and manage call plan scenarios with self-service setup and comprehensive change tracking—reducing setup time while enabling safe and controlled testing.
• Robust guardrails and validation framework: Apply flexible thresholds and alerts to minimize errors and maintain compliance.
• Seamless collaboration and territory transitions: Simplify target sharing and transfers with automated workflows and configurable team logic.
• Enhanced user experience and performance at scale: Enhance productivity with nimble workflows, customizable layouts, and seamless handling of large datasets.

Unlock rep performance for superior brand outcomes

Smarter, Faster Field Intelligence

Enhanced DANI for speedier, data-driven interactions: DANI now offers quicker, more contextual replies for a seamless and efficient user experience.

• Optimized DANI experience: Enhanced system reliability, speed, and human-like AI interactions deliver a seamless, engaging, and efficient user experience.
  • Smarter error handling: Advanced exception management delivers smoother user experiences by proactively minimizing disruptions and ensuring system stability.
  • Accelerated performance: Lazy loading and backend optimization deliver lower response times and a smoother user experience.
  • Conversational AI, humanized: DANI now mimics natural human dialogue — boosting user engagement and support effectiveness.
• High-performance, personalized dashboards: Dashboards now carry persona-specific context and load in under 8 seconds—over 20% faster—enabling quicker insights and more efficient decision-making.
  
  
• Granular sales tracking and ad-hoc analysis: Added support for secure service access enablement via SalesIQ allows home office teams to perform custom analysis.
• Faster insights with enhanced Veeva-FI integration: Seamless navigation between Veeva and FI apps enables quick access to HCP insights and C360 views, boosting rep productivity through a unified workflow experience.

GenAI-augmented field engagement agent for smarter interactions

• Unified field insights: Real-time performance insights and personalized nudges guide reps toward high-value actions, improving incentive compensation and aligning efforts with organizational goals.
• Enhanced login flow: Eliminates manual URL entry by reps, enabling faster, more secure access with zero setup confusion—boosting efficiency right from the first tap.
• Enhanced SaaS onboarding: Enable faster UFE customization, onboarding, and targeted rollouts through self-serve configuration, automated role-based access, and specific menus.
  • Self-Serve configuration panel: Enable administrators to independently customize application experiences, accelerating configurations and scaling personalization with ease.
  • Automated role-based onboarding: Seamless user activation in UFE from Axtria SalesIQ^TM roles, reducing manual effort and onboarding time.
  • Menu customization by user segment: Tailor feature access by user segment to support targeted rollouts—such as DANI pilots—enhancing control, personalization, and user-specific experiences.
• Seamless incentive queries: Resolve descriptive IC questions instantly through Copilot — guiding reps to the right actions with speed and clarity.
• Enhanced visit planning: Empower reps with smarter execution and precise call planning
  • Prioritize with Purpose: Customize target lists for the current cycle, focusing on high-value opportunities.
  • 360° Customer Visibility: Access a complete view of cycle-available customers, enriched with key insights in an intuitive interface.
  • Data-Driven Targeting: Use business KPI-based filters to build high-impact, strategic call lists.
  • Smarter Route Planning: Seamlessly toggle between list and map views to visualize customer locations and optimize visit sequences.
  
  

Glossary of terms

Agentic AI: An advanced form of artificial intelligence that acts autonomously to achieve specific goals with limited human supervision, coordinating multiple AI agents to perform complex tasks in real time.

Alignment ecosystem: A comprehensive system that manages the process of territory design, collaboration, publishing, and go-live for sales alignment, enabling faster and more accurate territory planning.

Call plan: A strategic schedule that guides sales representatives on which healthcare providers (HCPs) to visit, when, and with what messaging, optimized using AI for better sales outcomes.

DANI: An AI-powered conversational assistant embedded in the platform that provides human-like, contextual responses to user queries, enhancing operational intelligence and user experience.

GenAI (Generative AI): A class of AI models that generate new content such as text, images, or charts based on existing data, used here to create instant visualizations and insights to support decision-making.

Incentive compensation (IC): A system within SalesIQ that manages sales incentive plans, automating setup, validation, and query resolution to align rewards with sales performance.

NextGen alignment rule hub: A feature that allows users to create, manage, and automate complex sales territory rules, including account affiliations and scheduling, with full auditability and version control.

Scenario optimization: The process of evaluating multiple sales territory or call plan scenarios using various performance metrics to select the best option for deployment.

Self-serve configuration panel: An administrative interface that enables users to customize the platform experience, including role-based access and menu options, without needing IT support.

Territory design: The strategic process of defining sales territories to optimize coverage, workload, and sales potential, enhanced here by AI-driven analytics and multi-metric optimization.

ZIP actions: Specific AI-driven workflow tasks or commands within the alignment process that accelerate decision-making and scenario evaluation.

UFE: Unified Field Experience (UFE) is SalesIQ’s unified application for field reps