Your brand's
top accounts.
All in one platform.

Account knowledge and follow-up in one platform.

• Connect the information: Bring together account plans, stakeholder relationships, activity and performance.
• Coordinate the work: Review priorities and assign actions with clear owners and dates.

Role-specific views for account and brand teams.

• Work across functions: Support key account managers, sales managers, Medical, marketing and brand teams within their access permissions.
• See brand progress: Configure views of themes across accounts, critical success factors (CSFs) and strategic imperatives, with account detail where appropriate.

A connected platform adapted to how your company works.

• Fit your organisation: Bring account knowledge and execution together across brands, functions and countries.
• Connect relevant knowledge: Support collaboration across organisational boundaries while respecting access restrictions.

The knowledge stays with the account.

• Keep the context: Review contacts, activity, strategic changes, outcomes and the reasoning behind decisions.
• Continue the work: Retain visibility of outstanding tasks, owners and due dates for a smoother handover.

Yes. Start with the platform and shape it around your business.

• Configure the fit: Agree account structures, terminology, views and workflows.
• Define the scope: Specify integrations, training, support and any co-development, including priorities and acceptance criteria.

No. AccountIQ works alongside your CRM.

• Keep your core records: The CRM remains the system of record; AccountIQ connects strategy, stakeholder context and activity.
• Choose the connection: Scope a one-way or bidirectional API integration according to your requirements and what your systems support.

The integration depends on where your data is stored.

• Databases and SharePoint: Connect database-hosted data or integrate SharePoint and comparable sources.
• Local files: Use an appropriate import or alternative integration method.
• Agree the setup: Work with IT and data colleagues on permissions, preparation and update requirements.

Yes. Your data and requirements shape the deployment.

• Prepare the data: Agree the records, permissions, preparation and method of transfer.
• Validate the setup: Review hosting, identity, retention, permitted use, account access and change history against your requirements.

Choose the level of separation your organisation requires.

• Restrict access by record: Configure row-level controls so each function sees only authorised information.
• Separate environments: Use fully separate platform environments where policy requires separate inputs and access.

Collaboration follows agreed access permissions.

• Define what can be shared: Specify which accounts, inputs and insights are available to each role.
• Protect restricted information: A shared platform does not give everyone access to every record. Access across separate environments must be explicitly designed.

Yes. Criteria and measures are configurable around business need.

• Set your priorities: Align account definitions and measures with your brands and strategy.
• Understand stakeholders: Use segmentation, personas and adoption ladders to inform priorities.

Compare patterns across accounts and changes over time.

• Spot recurring themes: Flag repeated observations, such as a key opinion leader advocating for a competitor.
• Review the history: Compare SWOT assessments and relevant healthcare professional interactions to explore what may have contributed to a change.
• Interpret carefully: A sequence of events alone does not prove that an activity caused the outcome.

Use recorded experience to review and share useful approaches.

• Compare experience: Review decisions, activity and outcomes across accounts.
• Develop further learning: Automated recognition of successful strategies remains under evaluation; it is not a validated claim about what causes an outcome.
• Agree improvements: Customer feedback and relevant AI advances inform development, with scope, validation and timing agreed together.

Combine available network data with team knowledge.

• Veeva Link: Use network information from Veeva Link where available.
• User input: Record relationships between healthcare professionals (HCPs) and healthcare organisations (HCOs), including the relationship type.

Yes. Both can be incorporated into the platform.

• Touchpoints: Add them through CRM integration or directly in the application.
• Patient journeys: Map and embed the journey in the platform.

Bring account context and reviewable suggestions together.

• Identify gaps: Use built-in insights to highlight gaps in recorded stakeholder relationships.
• Support decisions: Combine rules with optional AI explanations or suggested actions. The team decides how to act.

Start small and keep the team in control.

• Phase the rollout: Begin with one recommendation type, then expand based on engagement and feedback.
• Shape the rules: Key account managers and sales managers can help define rule-based recommendations.
• Retain judgement: Account and sales managers assess the context and decide how to act.

Yes. Assign actions and configure the follow-up.

• Make ownership clear: Assign the team member, due date and follow-up expectations.
• Automate reminders: Configure overdue reminders and escalation, such as a notification to the sales manager.

Start with a focused assessment of your priorities.

• Agree the scope: Choose the teams, accounts and workflows, then shape the setup around your brands and strategy.
• Plan the timing: In our experience, a full platform launch can be achieved within two to three weeks, depending on your IT requirements.

Pricing and support reflect the agreed scope.

• Platform and implementation: Define users, teams, brands, accounts, setup, integrations and custom development.
• Support: Specify training, onboarding, support responsibilities and ongoing development in the proposal.
• After launch: Further customisation and changes can be made within a short time frame.