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Call Planning
Turn field strategy into targeted call plans that life sciences teams can refresh, execute and follow. Prioritize the right healthcare professionals, balance workload and publish plans to your CRM—so teams can adapt as markets change.
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FIELD PLANNING
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Book a demo
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Ask a question
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50%
Up to 50% reduction in turnaround time for call plan visibility and access in CRM
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Learn more about hours spent on learning and development in 2024
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25%
Up to 25% improvement in call plan adherence
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Learn more about hours spent on learning and development in 2024
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What you can do with ZAIDYN® Call Planning
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Keep field teams focused
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Make quick, practical updates to call planning without starting over. Adjust priorities and workload, incorporate field feedback and keep plans usable as access and strategy change.
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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.
Stay compliant across markets
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Apply consistent guardrails globally while allowing local flexibility. Validate changes as you plan, stay audit-ready and keep updates traceable for review.
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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.
Move from plan to execution faster
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Give managers a clear view of what changed and why, so approvals move quickly and teams stay aligned across regions and business units.
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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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Keep call planning current and executable
See how healthcare provider call planning becomes a connected, data-driven process.
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HOW IT WORKS
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Stay agile with feedback
Automate the planning workflow
Scale across markets with control
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Built for the teams who make engagement work
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Different roles. One intelligence platform.
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Resources
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RESOURCES
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See all resources
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Learn how ZAIDYN Field Planning drives commercial success.
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Ignite the power of strategic territory alignment with ZAIDYN Field Performance
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Transforming your pharma sales team with AI
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Setting pharma up for success with global field deployment
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Transforming your GCC into a strategic powerhouse for growth
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How we support you
Get the level of support that fits your organization and grows with you. We work side by side with your teams to ensure smooth onboarding, strong adoption and faster time to value. Whether we run ZAIDYN together or help you take the reins, our experts stay close to help you prove value and build momentum.
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ONBOARDING
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Build from the ground up
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Outline your call planning processes and requirements across regions. Review workflows, rules, brand strategies and local market guardrails, then map inputs and dependencies to create a blueprint.
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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.
Shape the system to your needs
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Configure the platform to your business needs and capacity—set call plan scenarios and frequencies, then define capacity, guardrails and regional strategies to guide teams at scale.
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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.
Integrate your data
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Connect call planning with your CRM, segmentation and alignment to ensure customer lists, attributes and territory mappings are validated and each call plan is execution-ready.
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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.
Get teams on board
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Make sure all users are trained and aligned from day one. Structured change management, training and simulations prepare teams to navigate workflows and features with clarity and certainty.
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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.
See your call planning in action
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Launch across markets with robust global governance and local flexibility. Empower internal teams with self-service capabilities and enable mid-cycle updates as results and feedback roll in.
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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 is ZAIDYN Call Planning?
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ZAIDYN Call Planning is call planning software that helps life sciences teams design, refine and publish call plans that field teams can execute. Sales ops can set planning rules and guardrails, refresh plans as priorities change and route updates for review and approvals. Plans can be published to CRM so field teams work from a clear, consistent view of priorities.
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What types of life sciences organizations use ZAIDYN Call Planning?
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ZAIDYN Call Planning is used by sales ops, commercial excellence teams, field leaders and analytics partners to build and maintain call plans—especially in organizations operating across brands, geographies or different selling models. IT and CRM teams typically support integration and scale, ensuring plans are deployed consistently across markets.
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How does ZAIDYN Call Planning support global rollouts while allowing local flexibility?
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Global teams can standardize core KPIs and guardrails, while local markets configure planning rules—such as capacity assumptions, priority thresholds and targeting logic—within approved boundaries. This approach supports consistency across regions without forcing every market into a one-size-fits-all plan.
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How does ZAIDYN Call Planning integrate with CRM?
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Call plans created in ZAIDYN can be published to CRM using standard integration patterns such as APIs and scheduled syncs.
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Can we track what changed in a call plan, and why?
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Yes. ZAIDYN Call Planning supports review and approval workflows so teams can understand what changed between versions and keep updates governed. This helps sales ops and leaders maintain visibility and consistency as plans are refined over time.
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See ZAIDYN in action
Book a demo
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Ask a question
