ShakeIQ for Field Sales

Be the rep your customers value most.

Whether you're a rep, specialist, or territory manager, ShakeIQ keeps you one step ahead. It handles the busywork – prioritizing your accounts, preparing you for every call, surfacing what matters in the moment, capturing notes, and updating the CRM – so you can stay focused on real customer conversations.

MedTech is complex.
Your tools shouldn't make it harder.

Medical professional navigating complex tools on a mobile device

You're expected to log everything, stay informed on every product and procedure, follow every process – and still hit your number. The CRM keeps asking for updates. Marketing keeps shipping new content. Training keeps adding modules. And none of it quite fits the twenty minutes you actually have between cases.

You don't need another place to fill in forms. You need support that meets you in the moment – something that knows your accounts, knows your products, knows what you're walking into next, and takes the admin off your plate.

Your always-ready support team, in your pocket.

ShakeIQ Frontline is the mobile-first AI app that acts like a personal support team – always ready, always organized, always informed. It prepares you before a call, surfaces the right answer mid-conversation, captures what needs capturing, and updates the CRM so you don't have to.

It adapts to your accounts, your products, and your style. The more you use it, the more naturally it fits the way you already work – and the less time you spend fighting software instead of selling.

ShakeIQ Frontline IQueue on a mobile phone showing AI-suggested next-best actions

A day with ShakeIQ, from morning coffee to last follow-up.

Field rep preparing for the day with ShakeIQ on her phone
1Prepare

Walk in ready to deliver.

ShakeIQ prioritizes your target accounts and pulls together everything you need – customer history, product updates, recent insights, relevant collateral – so you walk into every meeting briefed and confident, without the morning scramble.

Field rep meeting a clinician in a hospital corridor
2Meet

Focus on the customer, not the clicks.

ShakeIQ surfaces trusted answers in the moment, captures notes, flags key details, and tracks next steps automatically – so you can stay fully present with the customer and still leave the meeting with clean, complete documentation.

Field rep capturing follow-up notes on her phone after a visit
3Follow-up

Let nothing slip through the cracks.

ShakeIQ captures commitments, drafts tailored follow-ups, and updates your CRM automatically – so the next step is already teed up by the time you're pulling out of the parking lot. Confidence that nothing gets missed, without staying up to write it.

Why reps love ShakeIQ.

Four things reps tell us, once they've used ShakeIQ for a few weeks.

Be the indispensable rep

Show up with the insight, context, and answers your customers rely on – the kind of preparation that used to take hours, ready in minutes.

"You get one shot to meet in person, and you do so much manual research before that – this tool cut that by 90%." – Field Sales Rep, MedTech

Confidence from clarity

ShakeIQ cuts through the noise and surfaces the essentials – so you engage every customer with clarity and without second-guessing.

"ShakeIQ works like I think." – Field Sales Rep, MedTech

Flawless follow-through

Commitments captured, follow-ups drafted, next steps surfaced when you need them – so nothing is missed, and you always show up prepared.

"This just makes everything so much easier and so much faster." – Field Sales Rep, MedTech

Freedom to focus on customers

ShakeIQ takes admin off your plate and keeps your day connected – more time with customers, less with screens. Technology that works for you, not the other way around.

"It feels like I finally have the day back." – Field Sales Rep, MedTech

Your app is one product in a connected platform.

ShakeIQ is three products working together – governed knowledge, field execution, and leadership visibility. As a rep, you use them all, even when you only see one.

ShakeIQ Veridian
Answers you can trust.
Every fact, claim, and recommendation you see is grounded in approved, governed content – never invented, never outdated. Your company's most up-to-date, compliant answers, in your pocket.
Explore Veridian
ShakeIQ Frontline
The app in your hand.
The mobile-first, AI-native experience built for how you actually work – prepare, meet, follow-up – and how you want to be supported in the moment.
Explore Frontline
ShakeIQ Intelligence
Work that gets you noticed.
Your activity feeds clean, real-time visibility to your leaders – so your effort is seen, your coaching is relevant, and surprise ride-alongs become a thing of the past.
Explore Intelligence

See ShakeIQ in a rep's hands.

The fastest way to understand how ShakeIQ fits the rhythm of a field day is to see it used the way a rep would use it. Bring your questions – we'll walk through a real day, end to end.