Veeva Link Workflow for KOL Engagement Planning

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—either overwhelming or neglecting key experts.

Link 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, Link Workflow enables the transparency and alignment required to deliver seamless and impactful KOL 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 Veeva 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.