Home / Intelligence / Case Studies / HCP-level Site Alert Predictions
Client Situation
The objective was to develop an advanced machine learning algorithm to predict potential site alerts for HCPs in the target universe
Trinity’s Role
Besides sales rep deployment, the client used these alerts to direct their non-personal promotion like email and digital advertising.
The project was done in 2 phases.
Phase 1:
- Data coverage of claims data, EMR data and other sources for incoming site alerts to expand the existing HCP list
- Business rule creation to identify incoming site alerts data from additional HCP lists to ensure better coverage and make the existing list more comprehensive
- Key driver identification for prescribing behavior of HCPs
- Regression model development to estimate the future number of alerts from HCPs
Phase 2 (leveraged Phase 1 output):
- Creation of a channel and content recommendation algorithm for the updated HCP universe
- Data sources such as Multichannel Marketing (MCM) activity, sales data and call activity were sent across various channels for effective targeting
Project Outcomes
This project resulted in a ~20% improvement in site alerts address rate. Deliverables included:
- An efficient recommendation model to help plan the HCP engagement journey, featuring alerts forecasted out 4 weeks to support informed decisions, HCP targeting and tactical brand share management
- High-value HCP identification, prioritization and collation
- Enrichment of HCP universe and site alerts predictions to improve coverage of total alerts
- Increased utilization of sales reps & channel communications
- Proactive engagement with high-value HCPs was promoted by sending site alerts communications through the right channels
- Call activity planning was realigned to help sales reps optimize their efforts
“This innovative approach to predict site alerts has helped our teams to intervene proactively to help make treatment decisions. It puts us in an advantageous position by enabling our sales and marketing teams to reach out to HCPs more effectively with well-timed and tailored messaging.”
Related Intelligence
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 […]
Sign Up Now
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 […]
Read More
Case Studies
Optimizing HCP Call Planning with a Best‑in‑Class AIML Engine
The Situation Mid-Size Pharma, High-Potential HCP Identification Trinity’s Solution 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 […]
Read More