Services

Specialized help for the machinery that decides whether a field team succeeds. Each engagement is scoped to your situation — no fixed packages, no padding.

Territory Design & Salesforce Optimization

Drawing the map your sales team works from. I balance workload, opportunity, and travel so every rep gets a fair, winnable territory — and no high-value account falls through the cracks.

CRM Territory File Integration

Getting your territory map to actually show up correctly inside Veeva or Salesforce. The ZIP-to-territory files that tell the CRM who calls on whom are fiddly and break easily. I build and load them cleanly.

Compliant Free Text Enablement

Letting your field team type notes and capture real intelligence in the CRM without tripping compliance rules. I set up the guardrails so reps can write freely and legal can sleep at night.

MSL Intelligence Commercialization

Turning what your Medical Science Liaisons learn in the field into something the commercial team can actually use — without crossing the legal firewall between medical and sales.

CRM Ownership Audit & Migration Governance

Figuring out who really owns and controls your CRM data, then running a clean, documented move when you switch or upgrade systems. No mystery records, no lost history.

Multi-Layer Geographic Data Harmonization

Making all your geographic data — ZIP codes, sales territories, IQVIA and Symphony feeds, alignments — line up and agree with each other. When the layers don’t match, every report is wrong. I make them match.