CRM & Sales
ShakeIQ pulls in your CRM data to put account and stakeholder context in reps' hands wherever they work – then updates the CRM automatically with every meeting, outcome, next step, and follow-up. No double entry.
- Two-way sync with major enterprise and MedTech-specific CRMs
- Account, contact, opportunity, and activity flow
- Mobile-first capture that writes back automatically
- Works alongside common sales engagement platforms
Content & Documents
Bring your approved content into ShakeIQ – IFUs, clinical studies, sales enablement, and marketing collateral – all governed, cited, and searchable from one place.
- Ingests IFUs, clinical evidence, SOPs, service bulletins, and marketing collateral
- Connects to enterprise content platforms and document management systems
- Versioning and approval-state preserved – every answer cited to source, version, and page
- New documents searchable within minutes of publication
Communication & Collaboration
ShakeIQ shows up where your teams already communicate – surfacing answers, capturing meeting outputs, and keeping everyone in sync across channels.
- Native integrations with major team-chat platforms
- Meeting capture across leading conferencing tools
- Cross-channel sync for action items and follow-ups
- Shared answer surfaces in the channels your team already uses
Calendar & Meetings
Connect calendars so ShakeIQ can prep for upcoming meetings, capture what happened after, and draft follow-ups – all without interrupting your team's flow.
- Reads upcoming meetings to auto-prepare account and stakeholder briefs
- Captures meeting outcomes and structures notes after the fact
- Drafts follow-ups in your team's tone and routes them through your existing email
- Works with mainstream calendar and conferencing platforms
MedTech Data Providers
ShakeIQ pulls in data from the MedTech intelligence platforms your team already trusts – HCP targeting, claims data, prescriber insights, and market intel – so every customer conversation is informed by the latest signals.
- HCP targeting and prescriber insights from major MedTech intelligence platforms
- Procedure, claims, and account-level data feeds
- Market and competitive signal layered into account briefs
- Approved data sources surfaced in the rep's flow at the moment of the conversation
Identity & SSO
Enterprise-grade identity management. Use your existing SSO, SCIM provisioning, and access controls – ShakeIQ respects your role-based permissions from day one.
- SAML 2.0 / OIDC SSO with major identity providers
- SCIM provisioning and de-provisioning
- Role-based access controls aligned to your existing groups
- Multi-factor authentication and biometrics on mobile
Marketing Automation
Connect your marketing platforms so ShakeIQ can tie field conversations back to the campaigns, content, and personas that drove them.
- Two-way connection with major marketing automation platforms
- Campaign, content, and persona signals tied back to field conversations
- Real-time visibility into which assets are getting used – and where
- Living VOC stream from the field instead of a twice-yearly survey