See the field as it is. See your strategy executed.
ShakeIQ Intelligence shows you what’s actually happening in real-time across every account, territory, and team, so you can forecast accurately, coach earlier, and lead with the confidence that your strategy is being executed.
With ShakeIQ Intelligence you no longer need to execute strategy on data that’s guessed, reconstructed, or weeks late.
When data is reconstructed from memory and surfaced days late, forecasts slip, coaching moments pass, and strategy never makes it back to the field. Even the best commercial plan stalls somewhere between the HQ slide deck and the next customer visit.
From field signals to commercial intelligence.
Everything your team does flows into dashboards, account timelines, and pattern detection – giving you a real-time picture of your commercial operation.
AI Commercial Excellence Dashboards
Real-time performance across territories, teams, and accounts. Not vanity metrics – actionable intelligence built from real field activity.
Account Intelligence
Activity timelines for every account. See who engaged, what was discussed, what signals emerged, and what’s next – without asking anyone.
Cross-Functional Pain Points
Surface patterns that span accounts and territories. See where clinical questions cluster, where objections repeat, where competitive pressure is building.
Customer Sentiment
Understand how customers feel – not from surveys, but from real interaction signals captured in the natural flow of work.
QBR Generation
Customer business reviews drafted from real field activity and account data – automatically. Less preparation time. More credible, evidence-backed conversations with the customers who matter most.
Finally, a closed-loop MedTech commercial system –
connecting the field to sales strategy, and back.
Leadership decisions no longer just sit in a slide deck. ShakeIQ Intelligence converts captured field activity into strategy that flows back to reps – as priorities, focus areas, and guardrails. The loop closes.
What leaders do with ShakeIQ Intelligence.
Visibility is only valuable when it drives action. Here’s what the data unlocks for the people making commercial decisions.
See Strategy Execution
Know whether your playbooks, priorities, and guardrails are actually landing – every rep, every account, every day. See the variance. Close the gap.
Forecasts You Can Trust
Clean, connected field data flowing into your commercial systems. Sharper accuracy. Exposed blind spots. Fewer quarter-end surprises.
Coaching Moments You Can't Miss
Spot risks, patterns, and A-player behaviors in real interactions – not in what got logged after the fact. Coach earlier, coach better.
Faster Ramps, Stronger Teams
See which behaviors drive performance and turn them into repeatable patterns. New hires ramp against real-world standards, not generic playbooks.
Built for the people making commercial decisions.
ShakeIQ Intelligence serves everyone who needs to see what’s happening in the field – and turn that visibility into action.
Sales Leaders
“Which accounts need attention this week? Where are we winning? Where are we losing ground? Which customer decision makers need more engagement?”
Commercial Ops
“Are our territories balanced? Which products have the highest engagement? Where do we need to reallocate?”
VPs / GMs
“What’s the real pipeline picture? Which regions are trending up? What’s the competitive landscape telling us?”
Marketing
“Which messages are landing in the field? Where are clinical questions clustering? What content do reps actually use?”
ShakeIQ Intelligence works best when the whole platform is connected.
ShakeIQ Intelligence can surface insights from any data source. But it’s most powerful when Veridian and Frontline are feeding it structured, real-time field data and turning your strategy into action.
ShakeIQ Intelligence
Leadership Visibility and Strategy ExecutionLeadership visibility and strategy execution from real activity
Explore IntelligenceFrequently asked questions.
ShakeIQ Intelligence runs primarily on the signal captured by ShakeIQ Frontline – every meeting, question, objection, and follow-up across your commercial team. It also ingests CRM data, product and pricing systems, and the governed knowledge surfaced through ShakeIQ Veridian. Because ShakeIQ Frontline captures structured data at the source, ShakeIQ Intelligence shows the field as it is – not as it gets reconstructed in weekly reports.
Field activity flows into ShakeIQ Intelligence within minutes of being captured. Leaders see meetings, questions, objections, and account momentum as they happen – not three days later when weekly reports are filed. This is what makes the system closed-loop: by the time you're in a Monday review, the data is already current.
It depends on the use case. ShakeIQ Intelligence is purpose-built for MedTech commercial visibility – field activity, account health, content gaps, rep coaching signals, compliance posture. For broader enterprise BI (finance, ops, supply chain), most customers keep their existing tools. ShakeIQ Intelligence exposes its data via API and standard connectors, so it can also feed Tableau, Power BI, or Looker if you want one pane of glass.
Yes. Out of the box, ShakeIQ Intelligence ships with the metrics that matter in MedTech commercial – account momentum, content gap rate, objection patterns, rep ramp signals, and more. From there, commercial ops and leadership can define custom KPIs, segment by territory, product line, or persona, and roll them up into executive dashboards.
ShakeIQ Frontline and ShakeIQ Intelligence are one system, not two integrated tools. Every interaction ShakeIQ Frontline captures – questions asked, objections raised, follow-ups committed to – flows directly into ShakeIQ Intelligence with full structure and audit trail intact. No nightly batch jobs, no data engineering work, no reconciliation between systems.
A closed loop means signal flows in a full circle. ShakeIQ Veridian supports reps with the Right Answer; ShakeIQ Frontline captures what happened in every interaction (the Right Action); ShakeIQ Intelligence gives leadership the Right Insight in real time; and those decisions flow back to reps as updated guidance, focus areas, and content – Right Where It Matters. Most stacks break at one of those four steps. ShakeIQ closes the loop.
See what real-time visibility looks like.
We’ll walk through your current situation and show you what ShakeIQ Intelligence looks like with your accounts, your territories, and your team’s real field activity.