Execute on insight instead of just instinct. Learn and repeat.

Aktana Action transforms brand strategy into daily suggestions and insights for the field directly in their CRM system. By uniting life sciences sales and marketing teams, Aktana Action enables seamless coordination of the healthcare professional (HCP) customer experience. Every resulting customer interaction guides micro-adjustments to improve execution, aligning sales and marketing on brand strategy year-round.

Coordinate sales and marketing execution

Align commercial teams to enable consistent messaging and seamless coordination of customer engagement activity.

Continuously inform engagement

Automate learning to discover what works and what doesn’t to inform the best way to engage customers across channels.

Increase CRM and marketing automation ROI

Extend current systems to improve user satisfaction and the value of CRM (customer relationship management) and marketing automation.

Ease change management

Use data-fueled suggestions to guide changes in field behavior, including the utilization of technology or digital channels.

“With Aktana, we have a daily integration of brand strategy and sales execution that was previously as infrequent as several months to a year.”

- Ryan McGinnis Eli Lilly and Company
“Next best action” suggestions

Offers each user a set of prioritized actions that align with brand strategy, including supporting rationale to drive desired outcomes and call plan adherence.

Enhanced insights

Combs through data and presents just what is relevant during pre-call planning, such as script-writing dynamics, formulary changes, and patient trends.

Easy configuration options

Provides transparent, point-and-click configuration panel for all suggestions and insights across teams. Visual configuration in marketing automation system enables seamless incorporation of decision support to guide rep activity within the customer journey builder.


District manager oversight

Empowers managers with a full view of how reps are engaging with suggestions, making it easy to discover performance drivers, identify coaching opportunities, and play a more active role in decision support initiatives.

Real-time data analysis

Continually analyzes all available data in real time so users can respond to real-world complexities and strategic opportunities, such as market events or competitive changes.

Embedded in workflow

Integrates into CRM and marketing automation systems for the best user experience for commercial teams.

Built-in AI for change management

Incorporates the decision-maker’s tradeoffs and context to make suggestions “feel right” for the highest adoption of strategies that require behavior change, such as new channels, functionality, or data sets.

Actionable learning without analysis burden

Increases a rep’s understanding of HCP challenges and trends for robust pre-call planning without the need for a single pivot table or spreadsheet.

Reporting and dashboards

Tracks engagement, execution, and impact metrics for detailed performance monitoring.

Automated field feedback

Collects real-time HCP-level input from reps on your brand strategy and field tactics, such as segmentation guidance and customer preferences.

Uniting Strategy and Execution
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