Axtria SalesIQ™ Winter 2024 Release Notes

The Winter 2024 release supercharges sales operations with Agentic AI-powered innovations, enabling organizations to execute responsive brand strategies and optimize in-field performance.

For home office teams, the release delivers a cutting-edge alignment agent for rapid, precise territory structuring, a dynamic alignment rules engine for greater adaptability, and archetype-driven NextGen incentive compensation (IC) to accelerate speed-to-market. Enhanced IC orchestration further streamlines workflows, maximizing efficiency and productivity. For field users, the release introduces an innovative visit planning agent for smarter customer interactions, an advanced field inquiry agent for instant query resolution, and optimized call plan feedback for faster decision cycles and better customer relationships.

Additionally, architectural improvements ensure seamless scalability and rapid deployment with self-service configuration options and enhanced system stability.

What’s New in the Winter ’24 Release?

Drive responsive brand strategy with a smarter home office

The Winter 24 release brings a wealth of capabilities to enhance agility, increase efficiency, boost innovation, and drive better transformation-fueling a responsive brand strategy. Innovative features like Gen-AI agent-driven territory optimization, and NextGen IC planning increase flexibility, and accelerate speed-to-market. On the other hand, cutting-edge capabilities like alignment index creation, dot density visualization, and advanced alignment rules management system help power comprehensive alignment transformation. Finally, improvements to quota refinement and goal distribution, and enhancements to IC operations empower better visibility, and efficiency.

GenAI-powered alignment agent for instant, precise alignment

Optimize territory alignment with an autonomous AI agent empowering intelligent workload balancing, real-time insights, and seamless account assignments through rules—driving agility, accuracy, and operational excellence.

• Cloud-powered territory design and alignment:
  • Granular workload analysis: Leverage alignment index creation and dot density visualization for precise territory planning.
  • Accelerated planning efficiency: Streamline workflows and boost efficiency by up to 60% with AI-driven insights.
  • Seamless execution: Real-time data eliminates offline dependencies, ensuring smarter and faster decision-making.
  
  

• GenAI-driven territory optimization:
  • AI-driven workflows: Dynamically balance workloads, increasing planning efficiency by up to 70%.
  • Faster strategy execution: Minimize rework and accelerate decision-making with intelligent automation.
  • Seamless alignment: Leverage industry first AI-powered discontinuity recommendations to eliminate inefficiencies and enhance outcomes.
  
  

• Overhauled alignment rule management system:
  Replaces outdated systems with a modern, template-driven platform that cuts setup time by 40% and simplifies global account management. Key enhancements include:
  • Centralized dashboard: Gain real-time visibility into all rules with dynamic search, advanced filters, and flexible list/card views—streamlining oversight and updates.
  • No-Code rule builder: Create custom account and sales cycle rules without technical expertise using reusable attributes, enabling quick setup for global and position-based criteria. An intuitive design minimizes training needs, ensuring faster adoption.
  • Real-time validation and consistency: Ensure error-free logic with instant checks, centralized rule management, and team-wide consistency—enhancing agility and enabling precise, real-time adjustments.
  
  

• Seamless territory and roster management:
  • Seamless territory restoration: Effortlessly revive expired territories to maintain business continuity.
  • Agile and adaptive teams: Reduce manual effort with dynamic realignment, ensuring flexibility and responsiveness.
  • Enhanced field execution: Bulk account search and rapid assignments improve real-time visibility for smarter decision-making.

Advanced incentive compensation management

Drive IC agility with NextGen IC planning while enhancing IC operations with real-time quota tracking, intelligent job management, and proactive change controls—powering efficiency, precision, and seamless execution.

• Archetype-enabled NextGen IC planning:
  • Rapid IC plan deployment: Launch complex IC plans in minutes with ready-to-use, template-driven solutions.
  • Effortless setup: An intuitive UI and drag-and-drop canvas simplify configuration, reducing training and onboarding time.
  • Maximum efficiency: Cut configuration effort by 50% and reduce change management workload by 80%, boosting agility.
  
  
  
  
• Enhanced quota refinement and goal distribution:
  • Real-time quota refinement: Gain clear visibility into user actions, pending steps, and overall progress for better decision-making.
  • Error-free goal distribution: Automatically allocate targets within hierarchies, ensuring accuracy.
  • Smarter execution: Instant pop-up alerts, flexible reporting metrics, and automated reminders streamline operations.
• Operational excellence and change management:
  • Proactive dependency management: Get alerts before making changes to prevent disruption and ensure smooth operations.
  • Business-friendly error resolution: Technical messages are now clear insights, enabling faster issue resolution.
  • Real-time monitoring: An upgraded dashboard provides live status updates, enhancing visibility.
• Enhanced stability and reliability in IC operations:
  • Seamless IC execution: Manage tasks separately to ensure multiple incentive plans run smoothly.
  • Enhanced flexibility and stability: Improved adaptability keeps operations reliable and efficient.
  • Real-time stakeholder updates: Instance-level email management reduces manual work and accelerates responses.

Turn field reps to super reps for unmatched brand success

This release introduces a GenAI-powered visit planning agent, and an intelligent field inquiry agent enabling field teams to unlock deeper insights, accelerate decision-making, and drive impactful customer relationships. Gen AI-led intelligence captures prescribing trends and market dynamics, while other GenAI-powered capabilities significantly reduce decision-making time, enhancing responsiveness and productivity. Voice-enabled features optimize call intelligence recording, and data-driven scheduling tools streamline planning, increasing efficiency and reducing manual effort.

GenAI-augmented visit planning agent for smarter engagement

Strengthen field teams’ customer engagement with a visit planning agent that empowers AI-driven insights, voice-enabled productivity, and smart scheduling to improve decision-making and build stronger customer relationships.

• GenAI-augmented interaction intelligence (Alpha release):
  • GenAI-driven call intelligence: Convert voice recordings into actionable insights with AI-powered analysis.
  • Faster decision-making: Reduce post-call processing time by 80% and improve targeting by 10%.
  • Hands-free documentation: Maximize productivity by 30% with voice-enabled call logging while driving or waiting.
  • Seamless CRM integration: Boost customer relationships, and drive TRx and NRx growth.
  
  
  
  
• Optimized field target planning and scheduling (Alpha release): Enable smarter field targeting with customer visualization on maps and intelligent list management. Field reps can access dynamic territory maps and customized visit lists, ensuring optimal planning, and enhanced engagement with priority customers.
  
  

Intelligent field inquiry agent for accelerated query resolution

Empower field teams with a field inquiry agent that powers AI-driven insights, anytime-anywhere access, and enhanced platform usability, enabling better decisions, uninterrupted productivity, and seamless user experiences.

• AI-driven chat interface for smarter decision-making:
  • AI-driven chat interface delivers instant, data-backed insights on sales performance, payouts, and call activities, empowering reps with real-time information.
  • Independent decision-making is enabled by eliminating the need for manual report analysis or manager dependencies, accelerating response times.
  • Multi-format responses in text, tables, and charts provide clear, actionable insights, boosting productivity and execution efficiency.
  
  
  
  
• Download capability for offline access: Field users can now download all field intelligence as a consolidated PDF, ensuring access to critical insights even in low or no-connectivity areas. This enhancement boosts efficiency by allowing sales reps to review key performance data and customer trends anytime, anywhere.
• Enhanced accessibility and user experience: The field intelligence module is now certified for MacBook browsers (Safari, Chrome), ensuring seamless access across devices and consistent user experience. Additionally, optimized dashboard performance enhances speed and responsiveness, reducing load times and improving workflow efficiency.
• Integration of Veeva CRM with field intelligence (Beta): Enable seamless navigation between the Veeva CRM Web app and field intelligence, allowing reps to have access to field intelligence Customer 360 view of the HCPs. This integration provides deeper insights into customer interactions, preferences, and engagement history, empowering reps to make faster and more data-driven decisions.

Optimized call plan feedback

• Intuitive UI and streamlined navigation help field teams focus on high-impact activities, routine effort.
• Quick filters and dynamic sorting enable faster access to critical data, improving efficiency and decision-making.
• Tailored approval workflows ensure compliance and minimize errors in change requests, enhancing accuracy.
• Flexible planning tools like shared target transfers and multi-universe support allow seamless adjustments.

Stability and usability improvements

Our platform enables seamless execution with single-click automation, ensuring smooth processing of complex workflows—from data uploads to report publishing—while enhancing quality and stability. A unified UX/UI design delivers an intuitive experience across the platform, improving operational efficiency, accelerating SaaS adoption, and simplifying workflow navigation for home office and field users.