Bringing Intelligence into Your CRM

ODAIA Insights in Veeva CRM Today, Vault CRM Tomorrow

Add insights, not tools, with ODAIA's AI-Powered intelligence. Available through Veeva MyInsights.
Three badges arranged in a triangle to show partnership between Veeva and ODAIA.
1

Territory Planning and AI Targeting

A sales rep gets their new plan of action (PoA) after 3 to 6 months. They need to identify which HCPs to prioritize.

Current Challenge


The rep only has national-derived ABC segmentation, requiring hours of data analysis or reliance on field knowledge.

ODAIA Solution

ODAIA assigns HCPs a territory-specific PowerScore, factoring in brand strategy and goals.

Benefits

Adopt new targeting in hours instead of weeks. Easily identify top HCPs with territory-level PowerScores.

2

Rapidly Adapt to Changes in Brand Strategy

A brand gets approval for a new indication.

Current Challenge


The rep hasn't previously called on 
HCPs for this indication and doesn't know where to start.

ODAIA Solution

ODAIA uses historical data and 
analogous products to identify key 
HCPs for the new approval.

Benefits

Quickly assess who to visit based on new and existing indications, with insights directly in the HCP’s profile.

3

Weekly Call Planning

A rep plans their HCP calls for the coming week.

Current Challenge


Reps may receive rigid, rules-based suggestions with little guidance on 
trade-off decisions.

ODAIA Solution

ODAIA provides a personalized call plan of HCPs likely to drive brand growth based on recent activity.

Benefits

Reduce planning time with individualized, territory-based call lists, factoring in recent events and predicted behaviors.

“Increasingly, we’re seeing new models that prioritize relevance and timeliness over traditional measures like reach and frequency. Personalization, real-time communication channels, and relevant content are giving HCPs what they need, when they need it.”
Veeva Pulse Field Trends Report
Dan Rizzo
VP, Global Head of Business Consulting 
Veeva Systems
4

Optimizing Rep Schedules

A rep has calls booked and needs to plan additional calls around those visits.

Current Challenge


Researching HCPs across platforms 
and manually plotting them onto a map 
is time-consuming.

ODAIA Solution

ODAIA’s Map View shows nearby HCPs and their PowerScore ranking, with 
filters for suggested visits.

Benefits

Maximize productivity by filling idle time 
with impactful meetings with nearby HCPs.

5

GenAI-Driven Pre-Call Insights

A rep is on their way to their first call of the day. In the parking lot of
the facility, they review their notes on the HCP.

Current Challenge


Essential information is spread across multiple platforms.

ODAIA Solution

ODAIA’s GenAI provides a clear 
summary of notable recent activities 
and predicted trends.

Benefits

Access all relevant information in the 
CRM, eliminating the need to search
across platforms.

Solutions for every step of the sales process.

Empower your sales teams to spend less time analyzing data, and more time engaging with the right HCPs.
Targeting Intelligence
Identify high value targets, understand behavioral trends, and find top performing channels. All personalized to the territory and 
HCP level.
HCP Targeting
Engagement Intelligence
Find the right time to connect with HCPs, understand why they’re suggested to call on, and plan the best route to get there, available for integration into your CRM.
HCP Engagement
Performance Intelligence
Assess territory performance and create personalized coaching plans with real-time insights for each individual rep.
An analytics dashboard in ODAIA showing territory and pharma sales rep performance. A mapping/ routing interface that shows geographic location of HCPs in a sales reps territory. The ODAIA dashboard showing HCP targeting and pre-call insights

What Our Customers Say