Optimizing HCP Call Planning with a Best‑in‑Class AIML Engine
A Case Study in Driving Sustainable Growth and Business Transformation
Mid-Size Pharma, High-Potential HCP Identification
A digitally-integrated, AI-enabled ecosystem powering rep effectiveness and personalized HCP engagement
Trinity AI assessed the client’s technology ecosystem and existing targeting engine to scope the context and needs for a more efficient solution. Trinity redesigned an AI-driven call plan engine to identify high-potential HCP targets in different territories based on their likelihood to convert to the brand.
The engine synchronizes in-person and digital engagement strategies, establishing a cohesive and integrated approach across all customer interaction channels. By evaluating data from diverse sources such as claims, CRM and engagement metrics, it identifies top targets within territories through a multi-dimensional analysis. Adoption, measurement and evolution of the new tools were critical drivers of the impact of the new engine.
AI-Driven Dynamic Targeting Solution
Trinity AI’s solution streamlined the targeting process and delivered tangible business outcomes, including:
Monthly call plan operations reduced from 6 to 3 weeks
Lift analysis validated alignment with brand imperatives
Improved rep productivity by 20-30%
Non-target calls reduced by ~20%
The success of the AI engine for this product led to its implementation for multiple other brands.
The solution was recognized by the client’s CEO during a quarterly earnings call as driving real business impact.
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We look forward to helping identify solutions for you.
Webinars
AI-Powered HCP Call Planning: A Case Study in Business Transformation
July 23, 2025 | 12:00 – 12:45 PM ET
Field sales teams are a vital link between life sciences companies and healthcare professionals (HCPs), with effective call planning critical for success. As companies embrace new technologies to enhance their selling processes, they often face challenges such as resistance to change, training needs and integrating systems with existing workflows. Join our panel discussion with Bausch […]
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Blog
Empowering Field Teams: A Case Study in AI-Driven Call Planning
Field sales serve as the primary bridge between companies and healthcare professionals to build trust, provide valuable information and drive product adoption. Effective call planning is essential, as it allows reps to prioritize their engagements, tailor messaging and maximize their impact. The introduction of new technologies to streamline or enhance field operations comes with inherent […]
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Webinars
The GenAI Advantage: Empowering Pharma Customer-Facing Teams
Available On Demand
Join us for the first webinar in our “AI Innovations in Life Sciences” series to learn how generative AI (GenAI) can transform the way customer-facing teams (sales reps and medical science liaisons) operate in life sciences companies. Discover practical applications of GenAI to enhance call planning and customer engagement and help field teams translate data […]
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