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Plan and track KOL engagements with precision

Effective engagement with high-priority KOLs requires a unified strategy. However, coordination is often hindered by information silos and ¡°invisible¡± interactions from non-field teams. Without a shared view, opportunities are missed and organizations risk delivering a disjointed experience¡ªeither overwhelming or neglecting key experts.

³Ô¹Ï±¬ÁÏ KOL Planning Workflow bridges these gaps by providing a centralized workspace for cross-functional engagement planning. Built on Link Key People, it ensures every plan is powered by deep, real-time KOL data.

Designed for clinical, medical, sales, and marketing teams, KOL Planning Workflow enables the transparency and alignment required to deliver seamless and impactful customer experiences.

Business Benefits

  • Collaborate on priority KOLs

    Set shared objectives aligned with your strategic priorities and avoid over- or under-engagement of key experts. Manage cross-border engagements.

  • Track cross-functional engagements

    Drive transparency of engagements across teams, functions, and geographies to ensure a unified approach.

  • Unlock engagement metrics

    Monitor execution in real time and get a comprehensive view of KOL utilization across the enterprise.

Features

  • Strategic planning

    Set specific, purpose-driven objectives for your top experts. This feature allows you to identify relationship owners and uncover collaboration opportunities across all functions, ensuring a coordinated approach to your strategic priorities.

  • Unified KOL view

    Break down data silos by creating cross-functional visibility into non-field engagements. All interactions are then surfaced in Link Key People alongside CRM data, providing a complete view of the KOL¡¯s experience with your organization.

  • One-click HQ tracking

    Make it easy for non-field users to record interactions with an easy ¡°one-click¡± capture system directly from the KOL¡¯s profile. This ensures that critical HQ engagements from medical and commercial teams are never ¡°invisible¡± again.

  • Real-time reporting

    Monitor your execution status against your plan with interactive dashboards. View engagement metrics across multiple brand teams and functions to identify and correct over- or under-engagement of KOLs.

  • Mobile engagement management

    Maintain productivity on the go with the ³Ô¹Ï±¬ÁÏ Link mobile app. You can view, create, or update engagements and capture post-meeting notes directly from your mobile device to ensure timely follow-ups.

  • Collaborative task management

    Organize your tasks with a dedicated ¡°My Tasks¡± view. Streamline your individual process by staying on top of all future meetings and action items.

  • Approval routing

    Drive transparency and alignment across functions and geographies by coordinating approvals with specific relationship owners. This ensures a consistent experience for every global KOL.