Stop visiting by habit. Start prioritizing by evidence.
CRM data, field activity and market intelligence, enriched with insights from over 230,000 external sources. Turning complex signals into clear priorities for every visit cycle.
Pharma & Healthcare
Every visit priority, with its reasons attached
Pharma and healthcare teams plan their field work in a setting where each visit needs a clear reason and customer structures keep changing. In many organisations, target lists are still set once a year and draw mainly on past revenue, which makes it hard to react to shifts in between. ZopaAI scores pharmacies, practices and clinics on their future potential, using regional demographics, local care structures, competitor activity and your own field data, for Rx and OTC portfolios alike. Every recommendation comes with its reasoning and sources, so it can be discussed openly with Medical, Compliance and the field force. Your team keeps the decision and gets a clearer basis for it.
ZopaAI stands for reliable, scientifically verified AI for use in companies, in order to avoid the problem of AI hallucinations.
Newspaper, Frankfurt
Eight building blocks, usable on their own, together a steering system
All modules are usable on their own or interconnected in a steering portfolio.
Pick your role, the modules used day to day in that role are highlighted.
Contact and visit steering
Contact planned by future potential, rather than historical visit patterns. ZopaAI identifies where a visit is most valuable and steers contact frequency and channel accordingly, from in-person visits to inside sales and digital outreach.
- Contact frequency per account instead of rigid segmentation classes
- Steering the right contact measure: field visit, inside sales or digital outreach
- Impact measurement: sales change after contact, per territory
”Territory South: 38 of 210 accounts generate 64% of the expected potential. Recommended: 18 with in-person visits, 46 through inside sales, the remaining accounts through digital outreach.”
Illustrative wording. Figures and names are not from a real client project.
Competitive analysis
Competitor activity is tracked across individual accounts, products and regions. ZopaAI identifies where competitive activity threatens existing business and where changes in the market create new opportunities for your field teams.
- Quantified competitive pressure per account and product
- Forecasting the accounts and regions most under pressure
- Product, positioning and market comparison across relevant competitors
”Region West: competitive pressure increased across 27 accounts over the last eight weeks. Competitor X gained share in 16 priority accounts, while market signals indicate the strongest pressure around Product Group 03.”
Illustrative wording. Figures and names are not from a real client project.
New customer discovery
Your CRM only contains the accounts you already know. ZopaAI identifies new practices, pharmacies, hospitals and other relevant healthcare accounts, matches them against the profile of your strongest customers, and estimates their potential before the first contact.
- New practices, pharmacies and healthcare accounts matched on market fit
- Lookalike search built on your best-performing existing accounts
- Expected potential per prospect, before first contact
”Region North: 42 practices and 18 pharmacies outside your CRM match the profile of your highest-potential accounts. 21 show above-average potential based on specialty, location and relevant market signals.”
Illustrative wording. Figures and names are not from a real client project.
Prioritisation
ZopaAI structures accounts and opportunities by expected future potential for the coming cycle and shows explicitly where field teams should focus. Resources follow opportunity, rather than static target lists or historical priorities.
- One ranked account list per team, territory and visit cycle
- Ranking by expected future potential, not historical performance
- Priorities continuously updated as new signals emerge
”Q4, field force South: 34 of 180 accounts represent 61% of the expected potential for the coming cycle. New market and engagement signals move 19 accounts into the priority group and 27 below the cut-off.”
Illustrative wording. Figures and names are not from a real client project.
Account scoring
Every practice, pharmacy, hospital and healthcare account carries an explainable score down to the underlying factors. ZopaAI makes account potential comparable while allowing your teams to understand exactly what drives each score.
- Potential, engagement, activity and risk per account
- Every score decomposes into the variables that produced it
- Continuous updates instead of static annual segmentation
”Account 0902, specialist practice: potential 82, engagement 67, competitive risk high. Contact frequency fell 21% over two quarters while external market signals indicate increasing potential in the surrounding area.”
Illustrative wording. Figures and names are not from a real client project.
Next-best-action recommendations
Not a dashboard to interpret, but concrete next steps per account. ZopaAI names the action, the expected effect and the relevant market and engagement signals it is derived from.
- Clear next best action for every relevant account
- Prioritised by expected effect, not by ease of execution
- Withheld where the evidence does not support a reliable recommendation
”Account 2210: recommend an in-person visit within the next two weeks. Engagement has increased across the last three interactions, while comparable accounts responded strongest to personal contact at this stage of the cycle.”
Illustrative wording. Figures and names are not from a real client project.
Cross-sell & upsell
ZopaAI identifies cross-sell and upsell potential within existing accounts, showing which products or product groups offer additional potential and where relevant opportunities remain unrealized.
- Product gaps per account, ranked by expected potential
- Relevant cross-sell opportunities identified across the existing portfolio
- Additional product opportunities identified per account and segment
”Pharmacy segment: 74 accounts show strong potential for Product Group B while currently engaging only with the core portfolio. Comparable accounts adopting both product groups show 12% higher portfolio penetration.”
Illustrative wording. Figures and names are not from a real client project.
Region overview & territory planning
Territories cut by potential, not by static logic that misses important factors. ZopaAI puts the potential and risks of practices, hospitals and other healthcare accounts on one map, enabling active territory planning instead of relying on historic structures.
- Potential, coverage and risks per territory, on one map
- Always know which regions and accounts require attention
- Clear next best actions per territory based on current potential
”Territory South carries 1.8× the potential of Territory East at comparable field-force capacity. Reallocating 24 priority accounts across the territory boundary balances expected potential while reducing uncovered high-potential accounts.”
Illustrative wording. Figures and names are not from a real client project.
What changed at an OTC-manufacturer in 6 months.
Scope of the case study
- Client
- An OTC manufacturer with a self-medication portfolio across several indication areas. Presented anonymised.
- Territory
- Germany, two sales regions, ~ 2000 pharmacies in the target segment.
- Implemented
- Pharmacy prioritisation, visit frequency planning and per-store cross-sell recommendations.
- Period
- Six months, rolled out in waves, each measured against a control region on the previous logic.
Full case study as a PDF
Two pages on initial situation, data foundation, methodology, results. Get access to the link.
The form could not be loaded, possibly because of a browser extension. Email us at info@zopaai.com and we will send you the case study.
Presented anonymised. Figures from the client's own project controlling.
In OTC we saw the category shift weeks before it reached our own sell-out figures.
Reference from an ongoing project in the pharmacy channel
Questions we hear first
Short answers before your first call.
ZopaAI can run completely on external data. Market, prescription, sales or other internal data can be added where available. ZopaAI connects these sources without requiring you to rebuild your existing data infrastructure. Naturally, the combination of internal and external data provides the best results.
Choose your industry and time.We will match you with an expert.
Not another sales pitch, but an honest discussion focusing on your needs. 30 minutes, no sensitive data, no risk, no cost.
- Industry lead, not a generalist
- Valuable discussion, honest assessment.
- Focused on discovering potentials.