PDQ | Insights

Your Guide to Next Best Action in Pharmaceutical Marketing

Written by PDQ | Oct 22, 2025 2:40:02 PM

Pharma brands compete in a fast, crowded space, where timing and relevance drive impact. Next Best Action (NBA) in healthcare marketing is the discipline of using data and decisioning technology to determine the single most valuable thing to do next for a specific healthcare professional (HCP), patient, or account一and doing it through the right channel, at the right moment.

NBA isn’t about automating outreach for its own sake. It’s about transforming how brands think, moving from static campaign calendars to dynamic, context-aware engagement that reflects real-world signals.

And the timing couldn’t be more critical. According to the U.S. Food and Drug Administration, 50 novel drugs were approved in 2024, a reminder that launch competition has never been fiercer. With more therapies, more indications, and faster competitive responses, the brands that adapt in real time are the ones that win attention, access, and adoption.

How NBA Improves Engagement

Often, traditional engagement models struggle to keep pace with today’s market velocity. Fixed journeys and mass messaging fail when formulary decisions, coverage updates, or data shifts occur in real time.

NBA changes that dynamic. By continuously listening for key events, such as a formulary win, an HCP opening an email, or a patient refill delay, the system automatically identifies the next best action and routes it accordingly. 

That might mean:

  • Sending a rep alert when a new coverage opportunity opens.
  • Triggering a medical education reminder to an HCP who engaged with a trial summary.
  • Delivering a refill prompt to a patient support hub after a missed script.

NBA brings precision and orchestration to every touchpoint, making every action more relevant, compliant, and measurable.

Momentum Is Building Behind Smarter Engagement

Industry Investment Accelerates

Data-driven engagement is accelerating across life sciences, reshaping how brands connect with HCPs. Next-generation customer engagement platforms were valued at $2.37 billion in 2024 and are projected to grow at a whopping 10.13% CAGR from 2025 to 2033, reflecting the industry's focus on integrated decisioning and orchestration capabilities that enable Next Best Action.

Personalization Drives Measurable Results

These platforms deliver impact, in part, through targeted personalization. According to ON24's 2024 Life Sciences Digital Engagement Benchmarks, life sciences companies saw a 22% increase in call-to-action engagement when digital experiences were personalized. Meanwhile, the 2025 Healthcare Marketers Trend Report from healthcare marketing publication MM+M / Swoop found that 76.1% of marketers plan to increase their social media engagement with HCPs this year.

This convergence of personalization effectiveness and expanding channel complexity makes orchestration essential. NBA provides the framework that ensures every channel adds precision—not clutter.

How NBA Works

Every effective Next Best Action program runs on a simple framework that connects data, decisioning, and delivery.

  1. Data foundation. NBA starts with clean, compliant data. Information from the CRM, claims, engagement analytics, and approved third-party sources is consolidated into a single environment. Only consented, privacy-compliant data is used to ensure ethical operation.
  2. Decisioning engine. This is the “brain” of NBA. It blends business rules and predictive models to determine the best course of action. For example, send an email, alert a rep, or pause outreach. The engine evaluates live signals, such as engagement, prescribing, or access changes in real time.
  3. Orchestration layer. Once decided, the action is automatically pushed to the right channel一rep suggestion, email, text, patient portal, or event invite一ensuring consistent execution.
  4. Measurement loop. The system tracks results (opens, calls, refills) and feeds outcomes back into the model to sharpen performance over time.

Importantly, with respect to governance and compliance, every rule, trigger, and message is MLR-approved with full audit trails. Consent management and content controls keep programs compliant and trusted.

High-Impact Use Cases Across the Brand Lifecycle

NBA provides pharmaceutical marketers with data-driven insights to guide precise and  timely engagement throughout the brand lifecycle. From launch through maturity, NBA aligns brand strategy and promotional execution around real-time market signals to help ensure every HCP interaction is relevant, coordinated, and compliant:

  • Launch: Identify early adopters and prioritize outreach to HCPs most likely to trial new therapies. Trigger real-time alerts when payer coverage expands or claims data reveal likely patient candidates for treatment.
  • Growth and Indication Expansion: Tailor messaging and follow-ups by specialty mix, prescribing behavior, and patient type as new data or approvals roll out.
  • Mature Brand Optimization: Refine targeting, messaging, and promotional mix based on market share trends, competitive activity, and evolving treatment guidelines to stay relevant, sustain engagement, and defend brand position.
  • Field Enablement: Suggest personalized talking points, digital content, and follow-up actions for reps based on HCP engagement patterns and recent interactions.

NBA unites insights and execution, enabling coordinated, compliant marketing actions that maximize impact.

Compliance, Privacy and Trust by Design

Next Best Action programs must operate within pharma’s strict regulatory and ethical framework, where privacy laws, data consent, and promotional boundaries govern every interaction with HCPs and patients. Building compliance and transparency into the foundation of NBA helps ensure automation enhances, rather than risks, organizational integrity and trust. 

This includes:  

  • Explicit consent and role-based data access at every step.
  • Label and indication controls built directly into the decision engine.
  • Automated audit trails for every trigger, action, and outbound message.
  • Explainability一the rationale behind each action should be clear to MLR reviewers.
  • Transparency一respecting opt-outs and HCP or patient channel preferences across systems.

When designed with these safeguards in place, NBA not only meets compliance standards but also builds confidence—reinforcing trust through precision, relevance, and control.

What to Measure and How to Attribute Impact

The success of Next Best Action depends on how effectively marketers can connect data signals to measurable outcomes. Strong measurement frameworks show how data-informed actions influence HCP engagement, prescribing behavior, and overall campaign performance.

Core measurement dimensions include:

  • HCP impact: Engagement rate, message resonance, or prescribing behavior shifts within compliant parameters.
  • Prescriber behavior: Growth in new-to-brand prescriptions, deeper adoption within target segments, or increased engagement with access-related messaging.
  • Efficiency: Lower cost per qualified action and higher activation or acceptance of NBA recommendations.

Holdout testing (using control groups to isolate new-action impacts) and incremental lift analysis (quantifying the marginal effect of NBA versus baseline performance) provide the evidence needed to measure its real contribution versus standard campaign activity.

Common Pitfalls to Avoid

Even sophisticated NBA programs can miss their mark without the right structure and controls in place. They require a balance of automation, compliance, and human oversight to sustain accuracy and trust. 

Common pitfalls include:

  • Over-triggering: Too many “next actions” create noise and fatigue—focus on the highest-value opportunity.
  • Governance gaps: Skipping medical, legal, and regulatory (MLR) review or consent logic erodes compliance.
  • Model myopia: Blend business rules with machine learning to maintain transparency and flexibility.
  • Ignoring feedback: Field and marketing insights to close the loop between model output and real-world behavior.
  • Data sprawl: Prioritize signal-rich sources before expanding the dataset.

NBA delivers sustained value when technology, governance, and collaboration operate in sync, turning insight into coordinated, compliant marketing performance.

How PDQ Precision Path Powers Next Best Action

PDQ Communications approaches NBA as a strategic discipline, not simply a technology implementation. This mindset shapes how Precision Path, PDQ’s NBA tool, transforms segmentation strategy into coordinated execution that delivers measurable impact.

Here are five principles that help drive results: 

  • Start focused, scale fast: Prove lift in one journey before expanding across additional use cases.
  • Keep humans in the loop: Marketing, brand, and MLR teams collaborate to define decisioning rules and priorities.
  • Test relentlessly: Every action is an experiment that informs the next iteration.
  • Integrate with existing systems: PDQ works within your current CRM, marketing automation, and event platforms.
  • Build compliance in: Every trigger, message, and decision is logged, reviewable, and defensible.

Proven Partnership

With over more than 20 years of healthcare marketing expertise, PDQ delivers the confidence that comes from flawless execution: higher open rates, reduced internal lift, faster speed to market, and stronger HCP engagement.

PDQ provides the execution infrastructure that transforms NBA from concept to reality. Our team manages deployment complexity, maintains compliance integrity, and delivers transparent performance metrics, helping ensure your campaigns achieve the precision and coordination that NBA demands.

Ready to explore NBA implementation on your next campaign? Contact PDQ Communications to discuss how Precision Path can transform your segmentation strategy into measurable results.