This blog post is an extension of our recent webinar discussion: “Amplifying Field Engagement: Aktana’s Latest UX and AI Breakthroughs,” part of our 6-part Omnichannel Innovation Webinar Series.
It is a major technology milestone to effectively deploy an Next Best Action (NBA) program. NBA is a nexus that connects strategy to execution. But once deployed, even with the most strategically aligned recommendations and insights, an organization can miss in execution if there is not a good method to get feedback and make meaningful adjustments to recommendations. So an NBA program should also include a way to amplify engagement with field teams to ensure execution is prioritized.
Amplified engagement is the process of using a feedback loop to increase the reach, visibility, effectiveness, and adoption of NBA recommendations. It provides much more than recommendations, by supporting field teams with in-context, closed-loop actions that are dynamically modified with real-time feedback. This iterative approach assures that every interaction is optimized for continuous improvement, making each subsequent engagement more impactful.
Aktana recently released a series of breakthrough User Experience (UX) and AI advancements to key products that are novel in amplifying field engagement. They simplify call planning, reduce administrative time, and enable full mobility across any device – so reps have access to the tools and information they need, no matter where they are, for more productive engagements.
Aktana’s Pre-call Planning Dashboard
Aktana’s Pre-call Planning Dashboard is a purpose-built, configurable, and scalable application that helps reps see all the information they need to effectively prepare for upcoming HCP engagements in a single place within any existing CRM.
The MyInsight dashboard is designed with a simple setup that requires zero coding and integrates seamlessly with any CRM and other data sources.
The dashboard user interface (UI) is as easy as including or excluding specific fields and only needs to be configured once to customize for an organization’s unique requirements, saving time and resources.
Aktana Copilot is a mobile platform that delivers pre-call planning insights to any device, ensuring that reps have access to the tools and information they need, regardless of their location.
Atkana Copilot Key Features
Aktana’s mobile platform is specifically tailored to address the most common hurdles in bringing mobile devices online for the field, ensuring functionality even in offline or low-connectivity environments. This is especially important for field reps who are challenged with incomplete or outdated applications – and are reluctant to adopt lagging NBA recommendations. Key features of Aktana Copilot include:
- Offline Capabilities: In-person meetings often occur in locations with spotty connectivity. With Copilot, data sync happens in the background, ensuring the app is always updated with the latest CRM data—and no manual sync button is needed.
- Intelligent Nudges: Aktana’s mobile platform offers a unique opportunity for engagement through notifications, called “nudges.” These nudges, when integrated with well-designed workflows, allow Life Sciences companies to direct reps towards the most valuable planning and execution tasks.
- Prebuilt Workflows: Copilot includes configurable workflows for tasks like receiving new suggestions, pre-call planning, post-call logging, surveys, medical insights, and sample ordering.
With embedded AI capabilities within mobile workflows, users gain powerful new functionalities. For example, automated call logging uses generative AI to transcribe spoken or written input into a familiar call logging interface, keeping the user in control throughout the process.
Generative AI makes it easier to build sophisticated chat systems that offer richer experiences while maintaining safety and control. In addition, Conversational AI enables users to interact with data intuitively, so they receive precise answers or actions.
Aktana’s commitment to an open architecture ensures that Copilot integrates seamlessly with various Salesforce-based CRMs, including Veeva, OCE, native Salesforce, and other configurations. This flexibility allows for broader implementation across different systems and is the foundation for amplification of field engagement.
To learn more about Aktana’s Pre-call Planning Dashboard and Aktana Copilot, check out our recent webinar with Mark Coyle, Aktana Vice President of Product Management, Tetsuya Yamaguchi, Aktana Senior Product Manager for Data Products, and Brad Wheat, Aktana Director of Sales Engineering: “Amplifying Field Engagement: Aktana’s Latest UX and AI Breakthroughs.”