Know how your field teams are engaging physicians
Pharmaceutical commercial success depends on effective Healthcare Provider (HCP) engagement.
HCP Engagement Report
Weekly summary • Territory West-04
Built for sales teams
who demand accuracy
Pharmaceutical commercial success depends on effective Healthcare Provider (HCP) engagement.
Regional Sales Directors managing multiple territories and rep performance
Strategic oversight & escalation
District Managers overseeing daily field execution and call plan adherence
Deep, consistent analysis
Commercial Operations Leaders ensuring field strategy aligns with HCP targeting
Sales Force Effectiveness Teams optimizing resource deployment and territory coverage
From alert to action in minutes
The objective of this agent is to increase HCP reach and engagement quality across target segments.
The Trigger
You define when the agent should activate. When conditions are met, it starts working automatically.
- Weekly Monday morning: Analysis runs after the prior week's CRM data syncs, delivering reports before regional calls
- Mid-month checkpoint: More detailed analysis including month-to-date call plan progress
- Monthly cycle close: Comprehensive review of reach-and-frequency attainment versus targets
360° View
The agent opens a tailored dashboard consolidating data from all your systems.
- Territory scorecard ranking each territory by call plan completion, reach percentage, and average frequency
- HCP coverage matrix showing planned vs. actual touches by HCP segment and decile
- Rep activity tracker displaying visits, samples, and digital interactions by rep with variance to target
Automated Analysis
The agent follows a structured analysis flow, combining checks with exploratory reasoning.
- Call plan adherence check: Calculates call plan completion percentage by territory and flags those below 80% completion with more than one week remaining in the cycle.
- Reach assessment: Identifies the percentage of target HCPs contacted at least once during the period, highlighting territories with reach gaps in high-decile segments.
- Frequency analysis: Compares actual call frequency against plan for each HCP segment, flagging under-frequency (below 70% of target) and over-frequency (potential resource misallocation).
Actionable Output
After analysis, the agent creates a human-friendly report with everything your team needs.
- Executive summary: One-paragraph overview of field activity, highlighting territories on track and those requiring attention
- Territory rankings: Performance summary with call plan completion, reach, and frequency metrics
- Coverage gap list: Specific HCPs in high-decile segments with no recent engagement and recommended actions
Delivery
Reports are sent automatically via email or accessed directly in Veezoo.
Key benefits for sales teams
Concrete, measurable value for your team from day one
Faster field visibility
Before: 3-4 hours compiling territory reports from CRM and sampling systems. Now: complete analysis delivered automatically every Monday morning.
Earlier gap identification
Catch high-value HCPs falling through the cracks 2-3 weeks earlier, preserving reach-and-frequency targets before cycle close.
Quantified coaching conversations
Move from subjective ride-along feedback to specific data: "Your reach is at 72% versus 85% target; here are the 12 HCPs to prioritize."
Up and runningin production in weeks
To deploy this Agent, you connect Veezoo to your existing Data Warehouse, typically containing data from:
Ready to explore HCP Engagement Summary?
Fully customizable to your workflows, data sources, and business requirements.
Typical initial implementation in weeks, not months.