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.
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.
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.
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.
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.
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.
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.
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.


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.
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.
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.
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"
The case in numbers
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.
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.
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.
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.
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.
From CRM Integration to Frontline Adoption
The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.
The implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.
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 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 implementation led to more consistent execution across the field force, stronger customer interactions, and rapid adoption by reps.
More Meaningful Interactions, Powered by NBA
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.
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.
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
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
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
What we learned
Early success built momentum for broader adoption.
Consistent updates kept diverse teams aligned and engaged.
Adapting based on rep feedback made the solution stick.
When reps felt ownership, enthusiasm and uptake grew.
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.
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