How It Works
Outbound Prospecting
Identifies target accounts, supports structured outbound prospecting, and reactivates dormant clinics and historic opportunities already inside your systems.
Inbound Engagement
Captures inbound enquiries, answers approved questions, qualifies interest, and routes each opportunity to the correct representative or territory.
Opportunity Nurture
Keeps follow-up moving across warm opportunities, samples, quotes, events, training, inactive accounts, and prospects not yet ready to buy.
Commercial Operations
Maintains CRM activity, account ownership, routing, workflow records, and operational reporting while reducing repetitive sales administration.
Territory Rep - London
Centralised Sales Infrastructure
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GOVERNED WORKFLOWS
ENQUIRY OR ACCOUNT ACTIVITY
Zeltix Governance Layer
Market Requirements
Approved Product Information
Communication Boundaries
Escalation Rules
APPROVED RESPONSE
Response continues using approved information and within defined communication boundaries.
HUMAN ESCALATION
Clinical, restricted or safety-related enquiries are routed to the appropriate person.
Market-Specific Controls
Workflows are configured around the requirements of each operating market, alongside your approved products, claims, terminology and internal communication policies.
Claims and Safety Boundaries
Unsupported claims, clinical advice and unapproved competitor comparisons are restricted. Potential adverse events are identified and escalated, not assessed or advised on by AI.
Isolated Client Intelligence
Your customer data, account intelligence and commercial knowledge remain within your environment and are not used to train or support workflows for competing distributors.
Integrations
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Zeltix connects with the systems required to run your approved workflows, including commercial systems, communication tools, forms, spreadsheets, calendars, and operational data sources.
Whether your team uses HubSpot, Salesforce, Pipedrive, Zoho, Google Workspace, or another supported environment, each connection is assessed during discovery and configured around your existing setup.
Where a direct connection is not available, our team will assess the most suitable secure integration method before deployment.
Coverage Intelligence
Coverage Intelligence connects approved commercial signals with the appropriate managed workflow. Instead of relying on manual monitoring, it continuously identifies where attention is required, recommends the next commercial action and ensures activity is recorded back into your systems.
Inbound Enquiries & Routing
New enquiries are captured through connected sources, assessed against approved qualification rules, and routed to the appropriate representative or territory.
Relevant activity can be recorded in the CRM so the team has clearer visibility into what arrived, how it was handled, and what should happen next.
New Enquiry
Laser for Pigmentation
Qualified
Meeting booked
Assigned to London Rep
Live
42 sec
Account Activation & Prospecting
Zeltix supports targeted outreach to approved account lists, dormant clinics, historic opportunities, and priority segments.
Outbound activity follows the client’s approved language, targeting rules, cadence, and escalation process, with relevant actions recorded against the appropriate CRM account.
Follow-Up & Reactivation
Structured follow-up can run across samples, quotes, meetings, events, training, warm leads, inactive accounts, and opportunities not yet ready to purchase.
Zeltix monitors the configured workflow state so follow-up does not rely only on individual memory or manual reminders.
CRM & Sales Operations
Zeltix supports activity logging, account assignment, routing, follow-up status, operational records, and recurring workflow administration.
This gives sales teams more time for human conversations while helping management maintain a clearer view of account activity and outstanding work.
Coverage Intelligence
Coverage Intelligence operates continuously across every approved workflow and connected data source. It detects commercial activity, determines what matters most, coordinates execution and provides operational visibility across your organisation.
Detect
Identify inactivity, overdue follow-up, engagement changes, account coverage gaps, and other approved commercial signals.
Prioritise
Relevant signals are evaluated against your territories, workflows, commercial rules and account structure to determine what requires attention.
Recommend
Provide the reason each account was flagged, the recommended next action, relevant context, and practical guidance for what the representative could say or ask.
Execute & Report
Run approved outreach, routing, CRM updates, tasks, or escalations, then deliver bi-weekly or monthly reports covering completed activity, priority accounts, risks, opportunities, and next steps.
DEPLOYMENT APPROACH
Your Commercial Operation
• Products and services
• Territories and account ownership
• Sales processes
• Commercial policies
• Existing CRM and business systems
• Communication requirements
Zeltix Configuration
• Coverage Intelligence configured
• Managed commercial systems deployed
• Governance and approval rules applied
• Integrations connected
• Reporting configured
• Commercial workflows tailored to your operation
Continuous Management
• Performance monitoring
• Workflow optimisation
• CRM quality management
• Commercial reporting
• Ongoing refinement
• Dedicated operational support
How is Zeltix different from HubSpot, Salesforce, or other CRM systems?
Which Zeltix workflows do we actually need?
What happens after Zeltix goes live?
Do we need to change our current CRM or tools?
How do we get started?
Get Started
Book a 30-minute walkthrough and we’ll map where Zeltix could strengthen account coverage, improve follow-up,
reactivate dormant opportunities, reduce administration, and provide clearer next-step guidance for your team.
