Agentic Workflows for Healthcare Sales

Machine learning prioritization. Autonomous research. Natural language targeting. Oystercatcher replaces the hours of manual work between finding a lead and being ready to sell to them.

Agentic Lead Research

This is the work your reps are doing manually today: Googling every prospect, reading publications, scanning LinkedIn, checking news, and taking notes—just to be prepared for a single call. Oystercatcher's agentic workflows do this autonomously on-demand for any provider in your pipeline. Agents gather, synthesize, and cite publications, clinical trial involvement, speaking engagements, technology adoption signals, and practice news. The output isn't raw data—it's structured context and talking points your reps can use immediately.

  • Replaces hours of manual pre-call research per prospect
  • Publications, clinical trials, news, and conference appearances
  • Technology adoption and buying signals detected automatically
  • Structured talking points ready for outreach

Machine Learning Prioritization

Every provider receives a 0-100 composite score across three dimensions: Relevance (how well they match your ICP), Readiness (buying signals like technology adoption and practice growth), and Reach (contactability and decision-making authority). But scoring is just the start. ML models compound insights from your team's interaction history, deal outcomes, and engagement patterns—learning which signals actually predict closed deals for your product, not just in general. The result is a prioritized queue that gets more accurate the more your team sells.

  • Models learn from your team's actual wins and losses
  • Hot / Warm / Cool / Cold tier labels with explainable breakdowns
  • Adjustable dimension weights for different campaigns
  • Prioritization improves continuously—not a static score

Natural Language ICP Targeting

Describe your ideal customer in plain English: "Orthopedic surgeons in high-cost markets who own their practice and adopt new technology early." Oystercatcher's natural language processing parses your description, extracts structured criteria, and finds matching providers automatically.

  • Plain English input—no taxonomy required
  • Automatic extraction of specialties, geography, practice type
  • Semantic similarity matching via embeddings
  • Confidence scores for each extraction

Medicare & CMS Data Enrichment

Enrich every lead with data from the CMS Medicare Physician & Other Practitioners dataset. See prescribing volume, Medicare participation status, procedure utilization, and quality metrics—all linked via NPI.

  • Part B service utilization
  • Part D prescribing patterns
  • Medicare participation status
  • MIPS quality performance data

Pipeline Performance & Deal Attribution

See exactly how your pipeline is performing and where revenue is coming from. Oystercatcher tracks every lead from discovery through close, with stage-by-stage conversion analytics, velocity metrics, and deal attribution that shows which campaigns and touchpoints drive closed deals. All plans get full pipeline analytics and manual deal tracking. Connect your CRM on Growth or Enterprise to unlock automatic deal sync and sourced vs. influenced revenue attribution.

  • Stage-by-stage conversion funnel with velocity metrics
  • First-touch and last-touch attribution models
  • Revenue tracking by campaign and rep with ROI
  • Deal management with loss reason and competitor tracking

Sales Team Management

Built for multi-rep sales teams. Define territories by geography or specialty, assign lead ownership, track pipeline stages, and sync scored leads directly to Salesforce.

  • Territory-based lead routing
  • Lead ownership & capacity limits
  • Salesforce integration
  • Role-based access control

Built for Healthcare Sales Workflows

Export, integrate, and collaborate—everything your team needs to turn scored leads into closed deals.

Explainable Scoring

Every score comes with a plain-language explanation: why this provider ranked high or low on each dimension.

CRM Sync

Push scored leads to Salesforce. OAuth-based connection with bi-directional sync options.

Geographic Filtering

Filter by state, city, or zip code. Define territories for lead assignment and routing.

CSV Export

Export any campaign's scored leads to CSV for use in your existing workflows and tools.

Team Permissions

Owner, admin, and member roles. Control who can create campaigns, view leads, and manage settings.

On-Demand Scoring

Score leads on-demand as you search, or batch-score entire campaigns. Results update as your criteria change.

Deal Tracking

Create and manage deals from qualified leads. Track win/loss outcomes, record competitor intel, and measure revenue by campaign.

Spend Your Time Selling, Not Researching

Let agentic workflows handle the research and prioritization. Your reps focus on closing.

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