Turn your commercial data into
better call plans, territory
alignments and forecasts

KaizenAI's AI platform helps pharma commercial teams audit omnichannel effectiveness, optimize field force deployment, and allocate targets — with proven results.

For Commercial Excellence, Sales Ops & Analytics teams in pharma

15+Years in pharma analytics
Top 20to mid-size pharma clients
+77%Penetration index uplift

Three ways AI improves
your commercial execution

Audit

Measure how your omnichannel tactics — face-to-face, virtual, phone, email, events — drive incremental sales per HCP specialty. Identify the optimal call window with AI-powered frequency curves.

Omnichannel AuditData Governance

Optimize

Generate AI-driven call plans, field force sizing, territory alignments, and portfolio allocation — all calibrated to maximize ROI and capture growth that uniform plans miss.

Activity OptimizerTerritory ManagerPortfolio Optimizer

Forecast

Generate bottom-up forecasts with confidence intervals, then cascade national targets to territories using weighted variables and strategic guardrails to prevent unfair targets.

Forecast & Target Setting

Six integrated modules covering
the full commercial excellence cycle

Each module is independently valuable but designed to compound — insights from your performance audit feed the tactical plan, which informs sizing and deployment, which calibrates targets.

01Omnichannel Audit

Performance Audit

Omnichannel effectiveness assessment

Analyse how your current omnichannel tactics — face-to-face calls, virtual, phone, approved emails, events — are driving incremental sales for each HCP specialty. Generate AI-powered productive frequency curves with 95% confidence intervals to identify the optimal call window.

  • AI-driven productive frequency curves per specialty & channel
  • Omnichannel audit: face-to-face, virtual, phone, approved email, events
  • HCP file & calls allocation audit — optimal specialty mix
  • Data cleansing → model building → performance audit workflow
Productive Frequency Window · Face to Face
012345
Productive Frequency Window (growing incremental sales)
02Activity Optimizer

AI-based Tactical Plan

From Overview to Rep Fine-Tuning

Deploy an AI-based call plan across four layers: sales projections and channel contribution overview; account opportunities ranked by promotional sensitivity; recommended promotional mix by specialty, channel and tier; and rep fine-tuning with field knowledge feeding back into the model.

  • Fine-tuned, Recommended & Business-as-usual sales projection scenarios
  • Accounts ranked by promotional sensitivity & growth opportunity
  • AI explainability — SHAP-style attribution per account
  • Rep fine-tuning with reason tagging (KOL, competition, restricted access…)
Fine-tuned102.9%
Recommended102.9%
BAU Drift98.3%
ChannelSensitivityBAURecomm.
Face to Face★★★1522
Virtual★★★03
Phone★★☆30
Approved Email☆☆☆00
03Territory Manager

Field Force Sizing & Deployment

Optimal headcount and territory alignment

Use AI-driven promotional saturation curves and profit optimisation to determine the ideal number of reps. Then deploy them with mathematical optimisation across IQVIA® bricks or account-based territories — balancing potential, sales, workload and travel distance across cross-functional teams (Rep, FLM, KAM, MSL).

  • Sales & profit vs. FTE curve with promotional saturation modelling
  • Effort return by product — allocate resources to maximise ROI
  • Territory alignment for Spain, Germany, Portugal, Kazakhstan and more
  • Auto-optimisation with configurable constraints, borders and balance
Sales & Profit by FTEs
05101520
SalesProfit
Optimal: 9 repsSales 115M€ · Profit 114M€
04Portfolio Optimizer

Optimised Portfolio by Territory

Territory-centric product prioritisation

Each territory has different sales, potential and market share dynamics. KaizenAI runs product-level AI models for each promoted brand and combines them in a Portfolio Recommender that optimises call allocation across products per territory — capturing incremental growth that uniform call plans miss.

  • Individual AI model per product — variable importance per brand
  • Portfolio Recommender: optimise effort across all products simultaneously
  • Incremental sales improvement: up to +12.7% vs BAU in real deployments
  • Territory-centric portfolio action plan with customised incentive alignment
Portfolio Recommender · National Results
PeriodMetricBAUAI-based
Jun'22–May'23Incr. Sales25.5M€28.8M€ +12.7%
Jun'23–May'24Total Sales536.7M€565.5M€ +5.4%
Product 1
Product 2
Product 3
05Forecast & Target Setting

Forecast & Territory Target Allocation

Bottom-up AI forecasting with guardrails

Generate bottom-up AI forecasts integrating account purchasing patterns, tactical plans and seasonal adjustments — with configurable horizons and confidence intervals. Then cascade national targets to territory level using weighted variables (potential, sales, forecast, rep tenure, market share) and guardrails to prevent unfair targets.

  • Forecast horizons: next quarter, end of quarter, next year, next month
  • Distribution weights: potential, sales, incremental growth, rep tenure, market share
  • Strategic guardrails: Cap (e.g. +10%), Floor (e.g. -5%), Rep Min Growth
  • AI-projected expected sales vs. established targets for direct comparison
Forecast Parameters
HorizonNext Quarter
Confidence Interval95%
Geo LevelNational
Products5 selected
ProductPeriodForecastLow/High
P12026-Q111.1M€10.1–12.1M€
P22026-Q17.7M€7.2–8.2M€
P32026-Q10.5M€0.45–0.62M€
06Data Governance

Data Governance

Integrated data management & quality

A centralised data management UI lets you upload, inspect and validate all commercial data sources — structures, sales, potential, HCP file, multichannel engagement, events, RTEs and commercial agreements. Over 120 critical errors and warning checks based on pharma business knowledge surface data quality issues before they affect your models.

  • >120 critical errors & warnings based on commercial pharma knowledge
  • Data sources: structures, sales, potential, HCP file, calls, events, RTEs
  • Web upload, WebDAV & automated SFTP ingestion (e.g. SAP daily sales)
  • Quality checks delivered via Email & Microsoft Teams Webhook
Data Sources Management
Structures
27.583 rows
Sales
67.075 rows
Potential
34.588 rows
HCP File
1561 rows
Multichannel
46.026 rows
Events
785 rows
RTEs
10.844 rows
Commercial Agreements
183 rows

Real-world impact.
Proven at scale.

All metrics reflect live deployments with pharma clients.

Disease Areas: Oncology & Hematology
Geography: Spain
Setup: 25% territories on AI call plan vs BAU (Business-as-usual)
+77%
Penetration Index Growth
Oncology 1 · Spain

Territories using KaizenAI AI-based call plan vs. BAU across Oncology & Hematology products in Spain.

+185k€
Incremental Sales per Territory
Oncology 2 · Spain

Incremental sales uplift in Oncology 2 territories using the AI call plan vs. Business-as-usual.

+15%
Penetration Index Growth
Hematology 1 · Spain

Hematology 1 territories showed +15% penetration index growth compared to non-KaizenAI territories.

+12.7%
Portfolio Incremental Sales
Portfolio Recommender

AI-based portfolio recommender generated +12.7% incremental sales uplift vs. BAU in a multi-product deployment.

102.9%
Target Attainment
Fine-tuned scenario

Fine-tuned AI tactical plan consistently drives target attainment above 100% in deployed territories.

25%
Territories on AI Call Plan
Controlled pilot

In the Spain pilot, 25% of territories used the AI-based call plan — all outperformed BAU territories across all disease areas.

Penetration Index Growth & Incremental Sales — KaizenAI vs. BAU (Business-as-usual)

19.5
16.8
Onco 1
2.9
-0.2
Onco 2
12.5
9.3
Hema 1
KaizenAIBAU

11 commercial excellence
decisions KaizenAI can answer

Each use case is a concrete business question that can be answered with AI. Explore how KaizenAI applies its models in real commercial scenarios.

#1Field Force Sizing

Sizing — AI

"How will field force resizing impact sales and market share?"

Effort-Sales Model using Sales + CRM data to generate promotional saturation curves and profit optimisation for each FTE scenario.

  • Decision-making is data-driven (mid & long-term sales impact)
  • Minimises assumptions
  • Based on defined constraints (calls/year, rep/manager costs)
#2Territory Alignment

Deployment — AI

"Where should we place reps in an equitable way to achieve a more efficient outcome?"

Evaluate account and brick-level sensitivity and workload, then optimize deployment to maximize balance while minimizing disruption and travel.

  • Multivariate: sensitivity, sales, potential, workload, addresses
  • Mathematical optimisation with trade-offs between variables
  • Account disruption constrains fully configurable
#3Omnichannel Audit

Specialty Promotional Sensitivity

"Which HCP specialties are most sensitive to promoting a product?"

Use Effort-Sales modeling to identify productive frequency windows and refine frequency ranges by HCP specialty and tier.

  • Fact-based decision-making rather than only intuition
  • Visualise the elasticity of call frequencies and other tactics
  • Allows you to adjust frequency ranges by Specialty & Tier
#4Activity Optimizer

Promotional Mix — AI

"How should we allocate promotional effort to maximise results?"

Promotional sensitivity curve per covered HCP target combined with effort return by product chart enables data-driven optimal frequency assignment per tactic and channel.

  • Data-driven resource allocation
  • Optimal productive frequencies for activity assignment for each product
#5AI Tactical Plan

Sensitivity-Driven Call Plan

"How to optimise call plans to maximise sales growth and attain the sales target?"

Recommended call plan per account based on promotional sensitivity, growth opportunity and call capacity per rep/cycle — with rep fine-tuning and reason tagging.

  • Increases sales and makes reps realise that reporting well in CRM benefits them
  • Breaks targeting inertia (e.g., A: 8 calls/cycle; B: 4 calls/cycle)
  • Engages reps through HCP fine-tuning & target achievement
#6Omnichannel Audit

Omnichannel Strategy

"How to distribute the promotional effort in customer engagement channels?"

Channel-Result Execution Model: Constrained optimization to model sales impact, refine call frequency per rep, and drive targeted HCP-level engagement.

  • Model impact in sales by channel → Data-driven
  • Inference + optimisation with #calls per rep and cycle
  • Engage the sales force at the HCP level → Ownership
#7Portfolio Optimizer

Portfolio per Territory

"Which products and incentives should be prioritized by territory to maximize consolidated sales results?"

Analyse market share divergence across products and territories. Use opportunity detection maps and variable importance charts to customise the action plan per territory.

  • Captures each product's growth opportunity
  • Customises the action plan based on the situation per territory
#8Hospital Analytics

Commercial Agreements Impact

"What is the commercial agreements impact by region, territory & hospital?"

AI model analyses discount on sale impact to quantify to what extent pricing agreements are decisive in the sale and the sensitivity of each account.

  • Know to what extent the discount is decisive in the sale and its sensitivity in each account
#9Activity Optimizer

Sales Turnaround

"How do we make a sales boost to capture a greater business opportunity?"

Optimize sizing, deployment, and call plans: scale effort toward saturation and focus on high-growth, sensitive accounts.

  • Data-driven resource allocation
  • Optimal productive frequencies to allocate tactics and channels for each hospital or territory
#10Portfolio Analytics

Sales per Indication

"Can we quantify contribution by indication and team for multi-indication brands?"

AI models can estimate territory-level incremental sales by indication. Visualize indication balance across territories using penetration bubble charts.

  • Data-based understanding of contribution per indication and field team
  • Identification of effectiveness of different tactics per indication
#11Account Intelligence

Account Segmentation

"How can we segment our centres to focus and adapt the account action plans?"

AI clustering allows account archetyping and micro-segmentation based on multiple variables: potential, access type, regional authorisation, promotional sensitivity, #HCPs by specialty.

  • Account archetyping and micro-segmentation on multiple variables
  • Customise action plans based on account archetypes

Creating value for every stakeholder
across all levels of the organization

Field Team
From Traditional to Dynamic Targeting
  • Capture growth opportunities
    AI highlights accounts with the highest incremental potential, not just the biggest current prescribers.
  • Optimise promotional effort
    Know which accounts to call, how often and through which channel — per product and specialty.
  • Maximise team's impact
    Field force fine-tuning merges AI recommendations with local knowledge, giving reps ownership of their plan.
Management
Resource Allocation Mindset
  • Product promotional sensitivity
    Understand the elasticity of each brand to promotional frequency — by HCP specialty and channel.
  • Sales projection per account
    Run AI-generated forecasts at account level with confidence intervals across multiple scenarios.
  • Allocate brand resources to maximise growth
    Portfolio Recommender optimises cross-product effort allocation per territory automatically.
Company
Maximise Resources Effectiveness
  • Data-driven mindset and decision-making
    Replace intuition-based targeting with objective, reproducible AI recommendations at every level.
  • Promotional structure to capture growth
    Align field force size, territory design and call plan to the actual growth opportunity in each brick.
  • Growth-focused deployment scenarios
    Run multiple deployment and sizing scenarios and compare their projected sales and profit impact before committing.

The AI team built for
Pharma Commercial Excellence

We combine deep pharma domain knowledge with cutting-edge machine learning to build and deploy solutions that directly impact commercial performance.

15+Years

Pharma analytics experience

Over 15 years developing and deploying analytics platforms for commercial pharma — from strategy to production-grade AI models.

#1AI competitions

International AI competition winners

Competition-proven AI expertise in deploying production-ready AI models that actually move the needle on sales performance.

Top 20Pharma

Full spectrum of pharma clients

Trusted by a broad range of pharmaceutical companies — from Top 20 global players to innovative mid-size firms — across multiple countries.

Trusted by leading
pharma companies worldwide

From Top 20 global pharma to focused specialty companies — across oncology, rare diseases, institutional, and retail portfolios.

Ready to get started?

Start improving your
commercial execution today

Book a personalised demo and see how KaizenAI's AI models can be applied to your portfolio, territories and commercial teams — with results visible within weeks.

No commitment — free initial demo
Your data stays yours — GDPR compliant
Onboarded in weeks, not months