Pharmaceuticals

Next Best Action for a Global Pharma Field Team

Explore how we helped a pharma field team embed Next Best Action directly into their CRM, driving more timely, personalized HCP engagement.

Read more

Pharmaceuticals

Next Best Action for a Global Pharma Field Team

Explore how we helped a pharma field team embed Next Best Action directly into their CRM, driving more timely, personalized HCP engagement.

Read more
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The Situation
How do you give reps the right guidance at the right time, when experience and static call lists are no longer enough?

That was the challenge we worked on with our partner. Despite having a wealth of customer data, the organization struggled to translate it into actionable insights for day-to-day sales activities. To create more timely, personalized interactions with HCPs, they needed a solution that could deliver clear Next Best Action (NBA) recommendations directly within the CRM system.

The Situation
The Situation
The Situation
How do you give reps the right guidance at the right time, when experience and static call lists are no longer enough?

That was the challenge we worked on with our partner. Despite having a wealth of customer data, the organization struggled to translate it into actionable insights for day-to-day sales activities. To create more timely, personalized interactions with HCPs, they needed a solution that could deliver clear Next Best Action (NBA) recommendations directly within the CRM system.

The Situation
How do you give reps the right guidance at the right time, when experience and static call lists are no longer enough?

That was the challenge we worked on with our partner. Despite having a wealth of customer data, the organization struggled to translate it into actionable insights for day-to-day sales activities. To create more timely, personalized interactions with HCPs, they needed a solution that could deliver clear Next Best Action (NBA) recommendations directly within the CRM system.

The Situation

How do you give reps the right guidance at the right time, when experience and static call lists are no longer enough?

That was the challenge we worked on with our partner. Despite having a wealth of customer data, the organization struggled to translate it into actionable insights for day-to-day sales activities. To create more timely, personalized interactions with HCPs, they needed a solution that could deliver clear Next Best Action (NBA) recommendations directly within the CRM system.

The Situation

How do you give reps the right guidance at the right time, when experience and static call lists are no longer enough?

That was the challenge we worked on with our partner. Despite having a wealth of customer data, the organization struggled to translate it into actionable insights for day-to-day sales activities. To create more timely, personalized interactions with HCPs, they needed a solution that could deliver clear Next Best Action (NBA) recommendations directly within the CRM system.

From Strategy to Delivery
Embedding Next-Best-Action Into Everyday Sales Execution

Partnering closely with commercial leadership, we helped shape the vision and turn it into a practical rollout. We acted as the bridge between IQVIA’s CRM platform and our partner’s organization, starting with a comprehensive blueprint to align technology with commercial strategy.

In parallel, we focused on organizational change management - driving communication, training, and support to prepare the field force for new ways of working. From deployment planning to stakeholder engagement, we made sure NBA was not just a technical add-on, but an integrated part of daily sales operations.

The Situation
Embedding Next-Best-Action Into Everyday Sales Execution
From Strategy to Delivery
Embedding Next-Best-Action Into Everyday Sales Execution

Partnering closely with commercial leadership, we helped shape the vision and turn it into a practical rollout. We acted as the bridge between IQVIA’s CRM platform and our partner’s organization, starting with a comprehensive blueprint to align technology with commercial strategy.

In parallel, we focused on organizational change management - driving communication, training, and support to prepare the field force for new ways of working. From deployment planning to stakeholder engagement, we made sure NBA was not just a technical add-on, but an integrated part of daily sales operations.

From Strategy to Delivery
Embedding Next-Best-Action Into Everyday Sales Execution

Partnering closely with commercial leadership, we helped shape the vision and turn it into a practical rollout. We acted as the bridge between IQVIA’s CRM platform and our partner’s organization, starting with a comprehensive blueprint to align technology with commercial strategy.

In parallel, we focused on organizational change management - driving communication, training, and support to prepare the field force for new ways of working. From deployment planning to stakeholder engagement, we made sure NBA was not just a technical add-on, but an integrated part of daily sales operations.

From Strategy to Delivery

Embedding Next-Best-Action Into Everyday Sales Execution

Partnering closely with commercial leadership, we helped shape the vision and turn it into a practical rollout. We acted as the bridge between IQVIA’s CRM platform and our partner’s organization, starting with a comprehensive blueprint to align technology with commercial strategy.

In parallel, we focused on organizational change management - driving communication, training, and support to prepare the field force for new ways of working. From deployment planning to stakeholder engagement, we made sure NBA was not just a technical add-on, but an integrated part of daily sales operations.

From Strategy to Delivery

Embedding Next-Best-Action Into Everyday Sales Execution

Partnering closely with commercial leadership, we helped shape the vision and turn it into a practical rollout. We acted as the bridge between IQVIA’s CRM platform and our partner’s organization, starting with a comprehensive blueprint to align technology with commercial strategy.

In parallel, we focused on organizational change management - driving communication, training, and support to prepare the field force for new ways of working. From deployment planning to stakeholder engagement, we made sure NBA was not just a technical add-on, but an integrated part of daily sales operations.

"Next Best Action is helping reps by reminding them of HCPs they might have missed, especially in high-volume primary care settings"

Client Partner
Key numbers

The case in numbers

How we built it
From CRM Integration to Frontline Adoption

Together with our partner, we embedded the NBA capability directly into the CRM system, enabling reps to receive tailored recommendations each day. Feedback loops were included from the start, so insights could be refined based on real-world usage. Through training and close collaboration with frontline reps, we ensured the solution was intuitive, relevant, and quickly adopted.

How we built it
How we built it
How we built it
From CRM Integration to Frontline Adoption

Together with our partner, we embedded the NBA capability directly into the CRM system, enabling reps to receive tailored recommendations each day. Feedback loops were included from the start, so insights could be refined based on real-world usage. Through training and close collaboration with frontline reps, we ensured the solution was intuitive, relevant, and quickly adopted.

How we built it
From CRM Integration to Frontline Adoption

Together with our partner, we embedded the NBA capability directly into the CRM system, enabling reps to receive tailored recommendations each day. Feedback loops were included from the start, so insights could be refined based on real-world usage. Through training and close collaboration with frontline reps, we ensured the solution was intuitive, relevant, and quickly adopted.

How we built it

From CRM Integration to Frontline Adoption

Together with our partner, we embedded the NBA capability directly into the CRM system, enabling reps to receive tailored recommendations each day. Feedback loops were included from the start, so insights could be refined based on real-world usage. Through training and close collaboration with frontline reps, we ensured the solution was intuitive, relevant, and quickly adopted.

How we built it

From CRM Integration to Frontline Adoption

Together with our partner, we embedded the NBA capability directly into the CRM system, enabling reps to receive tailored recommendations each day. Feedback loops were included from the start, so insights could be refined based on real-world usage. Through training and close collaboration with frontline reps, we ensured the solution was intuitive, relevant, and quickly adopted.

How we built it

From CRM Integration to Frontline Adoption

How we built it
The Outcome
More Meaningful Interactions, Powered by NBA

The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.

The Outcome
More Meaningful Interactions, Powered by NBA

The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.

The Outcome
More Meaningful Interactions, Powered by NBA

The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.

The Outcome

More Meaningful Interactions, Powered by NBA

The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.

The Outcome

More Meaningful Interactions, Powered by NBA

The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.

More Meaningful Interactions, Powered by NBA

The Outcome
The impact
Helping Reps Focus Where It Matters Most

NBA gave the field force a new level of support, helping them focus on the right customers at the right time. It strengthened connections with HCPs and improved overall engagement quality. By embedding the solution into existing workflows, it became part of how reps worked - rather than an external tool. Long-term, this approach creates cultural change around data-driven selling and sets the foundation for scaling advanced commercial capabilities.

The impact
Helping Reps Focus Where It Matters Most

NBA gave the field force a new level of support, helping them focus on the right customers at the right time. It strengthened connections with HCPs and improved overall engagement quality. By embedding the solution into existing workflows, it became part of how reps worked - rather than an external tool. Long-term, this approach creates cultural change around data-driven selling and sets the foundation for scaling advanced commercial capabilities.

The impact
Helping Reps Focus Where It Matters Most

NBA gave the field force a new level of support, helping them focus on the right customers at the right time. It strengthened connections with HCPs and improved overall engagement quality. By embedding the solution into existing workflows, it became part of how reps worked - rather than an external tool. Long-term, this approach creates cultural change around data-driven selling and sets the foundation for scaling advanced commercial capabilities.

The impact

Helping Reps Focus Where It Matters Most

NBA gave the field force a new level of support, helping them focus on the right customers at the right time. It strengthened connections with HCPs and improved overall engagement quality. By embedding the solution into existing workflows, it became part of how reps worked - rather than an external tool. Long-term, this approach creates cultural change around data-driven selling and sets the foundation for scaling advanced commercial capabilities.

The impact

Helping Reps Focus Where It Matters Most

NBA gave the field force a new level of support, helping them focus on the right customers at the right time. It strengthened connections with HCPs and improved overall engagement quality. By embedding the solution into existing workflows, it became part of how reps worked - rather than an external tool. Long-term, this approach creates cultural change around data-driven selling and sets the foundation for scaling advanced commercial capabilities.

Helping Reps Focus Where It Matters Most

The impact
Reflections

What we learned

0
Quick wins matter

Early success built momentum for broader adoption.

0
Communication is vital

Consistent updates kept diverse teams aligned and engaged.

0
Flexibility enables relevance

Adapting based on rep feedback made the solution stick.

0
Frontline involvement drives adoption

When reps felt ownership, enthusiasm and uptake grew.

0
Reinforcement sustains change

Ongoing training and leadership support turned new behaviors into lasting habits.

Want to build something similar? Let's talk.

Feel free to reach out to one of our team members with expertise in this area. Whether you're facing a similar challenge or exploring where to start, we’re ready to help you turn ideas into action.

Principal
Kasper Sonne

Principal
Kasper Sonne
Kasper Sonne
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Senior Consultant
Jakob Berner

Senior Consultant
Jakob Berner
Jakob Berner
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Consultant
Marcus Juul

Consultant
Marcus Juul
Marcus Juul
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Specialist
Per Hellborg

Specialist
Per Hellborg
Per Hellborg
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