Handles the work around every customer interaction.
Prep before the call. Answer in the moment. Capture after. Follow up automatically. ShakeIQ Frontline doesn’t just tell your team what to do – it handles the admin, so your people focus on the customer.
Without ShakeIQ, reps spend hours on work that doesn't sell.
Your reps type notes after calls, update CRM from memory days later, and prep for meetings by digging through five different systems. They draft follow-ups manually and are forced to choose between executing well and navigating tools. Legacy systems add friction instead of removing it, so adoption drops, data weakens, and the loop breaks.
Your sales methodology. Fully operationalized.
ShakeIQ Frontline doesn’t replace your sales process – it embeds it into every interaction. Your methodology, your playbooks, your best practices – executed consistently across every rep, every account, every day.
Instantly Leverage Insights
Real-time account and stakeholder intelligence at the point of interaction
Action Sales Model Recommendations
Your sales methodology translated into specific next steps
Incorporate Optimal Sales Process
Best-practice workflows built into the natural flow of work
Best-Practice Objection Handling
Approved responses to common objections, cited from your playbooks
Capture Customer Opportunities
Every signal, every need, every opportunity captured – not lost in notes
Deeply Engage Entire DMU
Multi-stakeholder engagement mapped and coordinated across the decision-making unit
Before. During. After. Handled.
Every customer interaction has three phases. ShakeIQ Frontline handles the work around all of them – with your team in control.
Plan and Prep
- Surfaces your best opportunities and prioritizes your week based on account potential, history, and proximity
- Pulls account data – size, contract status, recent interactions, open items – so you know exactly where you stand
- Maps stakeholder context and identifies strategic objectives for each meeting
- Plans your route and your day so you spend time selling, not scheduling
You walk in knowing everything. Without digging through five systems.
In the Moment
- Instant answers from approved documentation (cited, governed)
- Compliance flagging – off-label questions caught and redirected in real time
- Stakeholder signals and sentiment captured naturally
You focus on the customer. ShakeIQ Frontline has your back.
Capture & Follow-Up
- Verbal recaps converted into structured, compliant notes automatically
- CRM updated – meetings, outcomes, next steps, all written back
- Personalized follow-up emails drafted with appropriate clinical references
No typing notes in the parking lot. No CRM catch-up on Sunday night.
Everything ShakeIQ Frontline does.
Seven capabilities working together – each one removing admin, saving time, or giving your reps an edge. All of them embedded in the flow of real customer interactions.
Automated admin – before and after every visit.
Pre-call plans, post-call summaries, and follow-up drafts generated automatically. Activity captured and structured without manual entry. Reps show up prepared, and nothing falls through after.
Atomic sales actions. One tap.
Fast, structured micro-actions triggered in context – flag a follow-up, log an activity, schedule a next step. Things that used to take fifteen minutes take five seconds. No forms. No friction.
The expert your reps carry in their pocket.
Real-time answers to clinical, technical, service, and reimbursement questions – grounded in your approved company documentation, with citations and a traceable source path. Not a search bar. An expert.
AI-drafted outreach, ready when you are.
Reps send emails directly through ShakeIQ Frontline – with messages drafted in context from real interaction data – in your voice. Less time composing. Better follow-through after every visit.
Everything a rep needs to know. One place.
Account history, company documents, third-party clinical data, territory intelligence – all accessible through a single interface. Ask anything across it. Store what matters. Surface what’s relevant.
Compliance in the workflow. Not on top of it.
Policy-aware guidance embedded in daily field activity. Not training or oversight – support in context that keeps you out of trouble. Reps stay compliant without a separate compliance step.
Patient and case tracking, in the field.
Track patient starts, device adoption, and case follow-through directly from a mobile device – without separate systems or manual reconciliation. Reps always know where things stand.
The next best move, queued up before they ask.
ShakeIQ Frontline doesn’t wait for the rep to figure out what’s next. It surfaces the move – an objection to address, a demo to organize, a reference to bring – with the action one tap away. Send the email. Schedule the meeting. Done.
This is what governed knowledge plus agentic execution looks like in the rep’s hand. Not a search bar. Not a feed. A queue of right-shaped actions, ready to run.
Your team actually wants to use it.
The number one failure mode of field tools is adoption. ShakeIQ Frontline solves it by reducing friction instead of adding it.
No Extra Steps
ShakeIQ Frontline is embedded in real work, not bolted on top. Your reps don’t need to learn a new system – they just tell ShakeIQ Frontline what they need.
No System-Hopping
One place for prep, answers, capture, and follow-up. Everything they need in a single interface, with your data everywhere they are.
Helps Them Sell
Reps see the value immediately because it makes them better at their job. More confident. Better prepared. Faster closures.
Mobile-First
Built for hospital hallways, parking lots, and the back of cabs. Not desktop-first with a mobile afterthought.
"For the first time, I get to be a rep. Not a data entry clerk."
The data that feeds Intelligence starts here.
Because ShakeIQ Frontline is embedded in real work, every interaction generates clean, structured, compliant field data – automatically. No manual reporting. No nagging reps to update CRM. This is how the closed loop starts.
Field activity from ShakeIQ Frontline flows directly into Intelligence dashboards, giving your leadership real-time visibility and the data to execute strategy across pipeline, customer relationships, and team performance.
See ShakeIQ Frontline in the field.
We’ll walk through your current situation and show you how ShakeIQ Frontline handles the work around every customer interaction – prep, answer, capture, follow-up. For your methodology, your content, your team.