ShakeIQ Intelligence

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.

Sales leader reviewing real-time field intelligence dashboard

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.

ShakeIQ Intelligence dashboard showing real-time field analytics

Finally, a closed-loop MedTech commercial system –
connecting the field to sales strategy, and back.

Closed-loop diagram showing field data flowing to leadership and strategy flowing back to the field

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 Veridian

Governed Knowledge

Governed knowledge powers every answer

Explore Veridian

ShakeIQ Frontline

Field Execution

Field execution captures every interaction

Explore Frontline

ShakeIQ Intelligence

Leadership Visibility and Strategy Execution

Leadership visibility and strategy execution from real activity

Explore Intelligence

Start with Veridian, add Frontline, and Intelligence becomes transformative.

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.