Salesforce
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Salesforce and ZAIDYN
Provide smarter, more personalized customer engagement, territory alignment and call planning workflows with ZAIDYN®. Our AI life sciences platform is integrated with Salesforce CRM to keep field teams aligned, informed and armed with customer engagement insights and next best actions.
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Embed intelligence in interactions and workflows
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Supercharge pre-call planning
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Enrich Salesforce HCP profiles with AI summaries, strategic importance indicators, prescription trends and synthesized engagement history, enabling more informed and personalized call preparation.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Access insights for better decisions
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Integrate next best action into Salesforce objects so reps can accept, dismiss or adjust recommendations in the CRM where they spend most of their time, increasing the probability of adoption.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Optimize field time and routes
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Enable dynamic targeting, AI-generated activity proposals, optimal routing and weekly planning prompts directly in Salesforce workflows so field teams use time wisely and stay aligned to call plans.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Close the loop on field learnings
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Capture call notes and execution data in Salesforce and feed them into ZAIDYN to refine medical insights and sentiment for improved connection between analytics and execution.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Scale ZAIDYN deployment across markets
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Support Salesforce Life Sciences Cloud with flexible integration framework built to evolve to native options like managed packages, Lightning Web Components and Agentforce powered workflows.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
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What Salesforce and ZAIDYN help you do
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Augment HCP profiles for call prep
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Give reps an AI pre-call summary that provides context and strategy in the Salesforce workflow to accelerate preparation and elevate the quality and consistency of every HCP engagement.
Learn more
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Add, validate new customer targets fast
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Enable reps to quicky add temporary targets in Salesforce, validate against business rules with ZAIDYN and receive auto approvals or routings for fast, compliant territory execution.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Enhance HCP insights for engagement prep
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Give reps an AI pre-call summary that provides context and strategy in the Salesforce workflow to accelerate preparation and elevate the quality and consistency of every HCP engagement.
link
Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Manage territory and customer alignments fast
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Enable field personnel to quickly add customers in Salesforce, validate against business rules with ZAIDYN and route for approval for fast, compliant territory management.
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Thank you for requesting a download of the Release Notes. A representative will contact you within 48 hours. If you have any questions, please contact us.
Resources to get ZAIDYN up and running
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Frequently asked questions
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Does ZAIDYN work with Salesforce Life Sciences Cloud (SF‑LSC)?
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Yes. ZAIDYN’s CRM agnostic APIs and connectors are designed to work with Salesforce Life Sciences Cloud (SF-LSC), so you can extend intelligence into Salesforce without rebuilding your commercial stack.
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Will customers need to reprogram ZAIDYN when implementing Salesforce?
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No. Implementing Salesforce primarily involves data model mapping, because ZAIDYN integrations rely on APIs and connectors, helping you avoid reprogramming and minimize disruption to existing workflows.
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Can field users act on ZAIDYN recommendations directly in Salesforce?
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Yes. With the ZAIDYN Salesforce life sciences integration, reps can accept, dismiss or modify next best actions and planning suggestions within Salesforce objects, so they can act on insights without leaving their primary CRM.
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See ZAIDYN in action
Book a demo
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