ShakeIQ for Sales Leaders

See your strategy executed the way you intended.

ShakeIQ gives sales leaders, and the commercial leaders they partner, real-time visibility into frontline activity. See what's happening, what's working, and what's at risk – so you can forecast accurately, coach earlier, and lead with confidence.

Get the frontline visibility you need
to strengthen every decision.

Sales leader reviewing field data to make strategic decisions

When frontline activity never reaches your CRM, execution varies, issues stay hidden, and every quarter becomes a scramble to piece together what actually happened. Dashboards lag. Forecasts drift. Coaching conversations run on instinct instead of evidence.

This isn't a leadership gap. It's a visibility gap – the space between the strategy you set and the activity that actually happens in the field – and until now, closing it meant more CRM nagging, more reporting overhead, and more friction for your reps.

Bridge the gap between your strategy and frontline execution.

ShakeIQ Frontline is the AI-native, mobile-first app your reps actually want to use – naturally executing your strategy, capturing the real activity that never reached your CRM before, and entering it there cleanly and automatically. The admin disappears for reps, the visibility appears for you.

You see who your team is meeting, what's being discussed, where deals are stalling, and which playbooks are working – in real time, across every territory. Clean, connected intelligence feeds directly into the systems you already rely on for forecasting, coaching, and performance.

ShakeIQ Intelligence dashboard showing real-time field analytics and territory performance

Why leaders love ShakeIQ.

Consistent strategy execution

ShakeIQ reinforces the playbooks and priorities you set through AI-native, mobile-first workflows that fit naturally into the rep's day – so your strategy gets executed consistently across every territory, without extra overhead.

"Gives me the granular, almost real-time visibility so I know my strategy is being executed."

– VP of Sales

Real-time frontline visibility

See the engagement and activity that rarely makes it into your CRM on its own – who your team is meeting, what's being discussed, and where deals are stalling – captured automatically, logged into your CRM, and visible in real time across the whole team.

"It turns our large, strategic account conversations and QBRs into real partnership discussions."

– Sales Director

Forecasts you can trust

Fragmented, offline field data becomes clean, connected intelligence that flows straight into your commercial systems – strengthening accuracy, exposing blind spots, and reducing quarter-end surprises.

"Having great visibility into the pipeline gives us unprecedented forecast accuracy."

– VP of Sales Operations

Faster ramps, stronger teams

New hires get intuitive, on-the-go guidance that accelerates ramp and builds confidence early. You gain insight into coaching opportunities – and see A-player behaviors turn into repeatable patterns across the team.

"ShakeIQ would have saved me a year of getting up to speed on my territory."

– Regional Sales Manager

One platform. Three products your team uses every day.

ShakeIQ is three products working together – governed knowledge, field execution, and leadership visibility. Intelligence is your lens in; Veridian and Frontline are how your team experiences it.

ShakeIQ Intelligence
Your leadership lens.
Real-time visibility into execution, coaching signals, and forecast health. See what's happening across every territory – and feed clean, structured frontline data back into the systems your commercial teams already rely on.
Explore Intelligence
ShakeIQ Frontline
What your team actually uses.
The mobile-first, AI-native app your reps reach for before every call and after every visit – prepare, meet, follow-up – capturing the activity that used to live in their heads and updating your CRM automatically.
Explore Frontline
ShakeIQ Veridian
Answers your team can trust.
Every answer, claim, and recommendation is grounded in your approved, governed content – never invented, never outdated. Compliant, consistent messaging in the field, at scale.
Explore Veridian

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

ShakeIQ closes the loop – real-time field activity flows through to leadership, and optimized strategy flows back to the field.

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

See what's really happening on your front line.

Schedule a demo to see how ShakeIQ brings your strategy to life in the field – and gives you the visibility, coaching signals, and forecast confidence leadership has been missing.