{"id":61130,"date":"2021-11-16T18:50:21","date_gmt":"2021-11-16T17:50:21","guid":{"rendered":"http:\/\/www.veeva.com\/eu\/?post_type=resources&#038;p=61130"},"modified":"2026-03-23T14:07:54","modified_gmt":"2026-03-23T13:07:54","slug":"deploying-a-digital-first-field-team-for-hybrid-engagement","status":"publish","type":"resources","link":"https:\/\/pantheon.veeva.com\/eu\/resources\/deploying-a-digital-first-field-team-for-hybrid-engagement\/","title":{"rendered":"Deploying a Digital-First Field Team <br class=\"hidden-xs\"> for Hybrid Engagement"},"content":{"rendered":"<p class=\"resources-sub-title\">\nTHOUGHT STARTER SERIES\n<\/p>\n<p>\nThe healthcare professional (HCP) of today is a<br \/>\ndigital citizen with greater control, changing needs,<br \/>\nand evolving expectations. Individual HCPs have<br \/>\nvarying preferences, and certain segments are now<br \/>\nturning first to digital channels as key sources of<br \/>\ninformation. As such, life sciences companies must<br \/>\nbe flexible in how they engage with HCPs based on<br \/>\ncustomer preference and business need.\n<\/p>\n<p>\nThe explosion in digital engagement brought on<br \/>\nby COVID-19 has shown doctors a convenient<br \/>\nand efficient way to engage with reps remotely.\n<\/p>\n<p>\nAs a result, nearly 90% of HCPs now want to meet<br \/>\nreps through hybrid or all virtual methods.<sup>1<\/sup>\n<\/p>\n<p>\nField forces are now under pressure to deliver<br \/>\nconsumer-grade digital experiences to complement<br \/>\nface-to-face interaction. But considering many<br \/>\nreps have spent the bulk of their careers engaging<br \/>\nin person, they face a challenge when it comes to<br \/>\ncapitalizing on these new methods of engagement.<br \/>\nHere\u2019s how and when to use a digital-led<br \/>\nengagement model to complement existing<br \/>\nin-person communication.\n<\/p>\n<div class=\"gray-box\">\n<strong>POTENTIAL BENEFITS OF DIGITAL ENGAGEMENT<\/strong><\/p>\n<p>\nAll stakeholders benefit from the ability to blend in-person and digital engagement,<br \/>\nincluding HCPs and life science organizations. Many companies report seeing:\n<\/p>\n<p>\n<strong>Improved customer experience<\/strong><br \/>\nProviding the option for<br \/>\nboth remote and physical<br \/>\nengagement means<br \/>\ncompanies can meet<br \/>\ncustomers on their terms.\n<\/p>\n<p>\n<strong>Expanded access<\/strong><br \/>\nReducing the reliance for<br \/>\nphysical access creates<br \/>\ngreater flexibility in how and<br \/>\nwhen reps access HCPs.\n<\/p>\n<p>\n<strong>Greater personalization<\/strong><br \/>\nDigital engagement means<br \/>\nmore data, providing<br \/>\nopportunities to create a<br \/>\nmore tailored and impactful<br \/>\nexperience.\n<\/p>\n<p>\n<strong>Higher productivity<\/strong><br \/>\nField forces can use time<br \/>\nsaved travelling to increase<br \/>\nthe volume and reach of<br \/>\ntouchpoints.\n<\/p>\n<\/div>\n<h2>When digital-led engagement makes sense<\/h2>\n<p>\nWith HCPs\u2019 growing preference for virtual engagement,<br \/>\nsome companies are starting to experiment with teams<br \/>\nof reps specializing in digital that sit alongside traditional<br \/>\nor hybrid reps. The focus of these digital teams could be<br \/>\nbased on customer need (e.g., HCPs who predominantly<br \/>\nprefer digital interaction) or on business need (e.g., in cases<br \/>\nwhere efficiency is needed at certain stages of the product<br \/>\nlifecycle).\n<\/p>\n<p>\nHowever, \u2018digital first\u2019 does not, and should not, be the<br \/>\nmantra for every interaction with customers. Delivering an<br \/>\nexceptional customer experience is only achieved when reps<br \/>\ncontinue to focus on nurturing HCP relationships\u2014offering<br \/>\nthe right content, through the right channel, at the right time<br \/>\nto have the biggest impact. What is \u2018right\u2019 must consider both<br \/>\ncustomer as well as business requirements.\n<\/p>\n<p>\nThus, the answer to the \u2018right channel\u2019 is not always going to<br \/>\nbe a digital one. Here\u2019s how to figure out when, where, and<br \/>\nhow to use digital engagement:\n<\/p>\n<p>\n<strong>1. Reflect on any existing insights on customer preference:<\/strong><br \/>\nBefore meeting with the customer, assess initial data on<br \/>\nknown preferences or segmentation to route customers<br \/>\nfirst to either a digital rep or a field rep from an adjacent<br \/>\nteam for a face-to-face meeting.\n<\/p>\n<p>\n<strong>2. Balance with business need:<\/strong> Once the lead has been<br \/>\nqualified and scored through the first meeting, use a<br \/>\npre-defined set of criteria to decide on the optimal<br \/>\ncustomer routing, considering factors such as customer<br \/>\npreference, customer value, or product lifecycle stage.<br \/>\nQuestions to help tailor this framework for your own<br \/>\nspecific needs can include:\n<\/p>\n<ul>\n<li>Should lower-value customers be engaged with<br \/>\npredominantly through digital channels regardless of<br \/>\npreference, in order to increase the potential of our<br \/>\ncoverage?<\/li>\n<li>Do we lean towards digital engagement for mature<br \/>\nproducts, moving towards loss of exclusivity, in order<br \/>\nto drive efficiency?<\/li>\n<li>Will we use face-to-face meetings more heavily<br \/>\nfor new launches, new HCP relationships, or highervalue<br \/>\ncustomers?<\/li>\n<li>What are the triggers within a digital engagement<br \/>\nflow that would mean we should move that customer<br \/>\ninto an engagement model with more face-to-face<br \/>\ninteraction?<\/li>\n<\/ul>\n<p>\n<strong>3. Optimize engagement:<\/strong> As your understanding of<br \/>\npreference grows, you can further narrow down the<br \/>\ncustomer\u2019s preferred channel (e.g., if engaging remotely,<br \/>\nis there a preference for outbound or inbound calls,<br \/>\nclick-to-chat options, or webinars?).\n<\/p>\n<div class=\"gray-box\">\n<strong>THE CHARACTERISTICS OF A DIGITAL REP<\/strong><\/p>\n<p>\nDigital reps are data-driven, technology-enabled salespeople who have mastery of channel optimization and content<br \/>\npersonalization. Here are the skills and behaviors required by these individuals:\n<\/p>\n<p><h4>DATADRIVEN &#038; TECH SAVVY<\/h4>\n<p>These reps will leverage technology,<br \/>\ndata, and customer insights to drive<br \/>\nevidence-based actions.\n<\/p>\n<p><h4>CONTENT<br \/>\nCURATION<\/h4>\n<p>Content forms the foundation of<br \/>\ngreat customer engagement, as it<br \/>\nis the vehicle for your message and<br \/>\nvalue to be delivered. Digital reps will<br \/>\nleverage a wide arsenal of content<br \/>\nto drive personalized experiences.\n<\/p>\n<p><h4>CHANNEL<br \/>\nMASTERY<\/h4>\n<p>The digital rep will be an expert<br \/>\norchestrator across all channels,<br \/>\nhave a strong understanding<br \/>\nof relevant use cases, and an<br \/>\nability to integrate and automate<br \/>\ntheir approach.\n<\/p>\n<\/div>\n<h2>Structuring a digital engagement team<\/h2>\n<p>\nThe dynamics of integrating a team of digital specialists into<br \/>\nthe field force are different from operating traditional teams,<br \/>\nand there are some important considerations when designing<br \/>\nthe right model. This includes the scope and strategy for<br \/>\nthe team, desired skills and capabilities, ways of working with<br \/>\nother field force teams, and performance measurement.\n<\/p>\n<p>\nFirst and foremost, there must be a leadership-backed<br \/>\nstrategy for the digital team, as well as clear buy-in and<br \/>\nalignment with the organizational needs, brand strategy,<br \/>\nand the desire to build digital capabilities.\n<\/p>\n<p>\nAlso make sure to articulate a clear vision and definition of<br \/>\nthe team\u2019s role and responsibilities. For example:\n<\/p>\n<ul>\n<li>Will the digitally focused team be deployed to support the entire product portfolio or only mature products?<\/li>\n<li>Will this model be used for both commercial and medical field forces?<\/li>\n<li>Will it be territory-bound or geography-agnostic?<\/li>\n<\/ul>\n<p>\nOnce the strategic intent and scope has been decided,<br \/>\nit\u2019s time to make decisions about workflow and integration.<br \/>\nFor example:\n<\/p>\n<ul>\n<li>What\u2019s the best way to integrate the digital team with existing teams in terms of lines of reporting and management structure?<\/li>\n<li>Will they have sole ownership over a certain set of customers or shared responsibilities?<\/li>\n<li>How will hand-offs and interactions with other field teams work?<\/li>\n<\/ul>\n<p>\nAnother consideration is whether to outsource or build the<br \/>\nskills and capabilities in house. This is not a simple question<br \/>\nto answer, and it will likely end up being a mixture of both to<br \/>\nensure fresh skills injection as well as continuity.\n<\/p>\n<p>\nFinally, with the build of the new team comes the need<br \/>\nto measure performance and optimize the team moving<br \/>\nforward. Think about:\n<\/p>\n<ul>\n<li> How to measure the quality of customer engagement and experience delivered<\/li>\n<li> When and how to communicate and share insights with existing teams<\/li>\n<li> How to assess the performance across digital and traditional teams for certain customer segments to inform future engagement strategy<\/li>\n<\/ul>\n<p>\nThe ideal would be moving away from measuring success<br \/>\npurely on digital reach and frequency, and focus instead<br \/>\non producing actionable insights based on metrics around<br \/>\ncustomer satisfaction and loyalty, as well as HCP content,<br \/>\nchannel, and engagement preferences.\n<\/p>\n<div class=\"gray-box\" style=\"background:#f5f5f5\">\n<strong>DECISIONS TO BE MADE<\/strong><\/p>\n<p>\nKey decisions must be made on<br \/>\nhow to create and structure a<br \/>\ndigital team, ensuring it meets the<br \/>\norganization\u2019s strategy and goals.\n<\/p>\n<p><img decoding=\"async\" class=\"img-responsive m-auto\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2022\/01\/Deploying-a-Digital-First.png\" alt=\"\" \/><\/p>\n<\/div>\n<h2>Hybrid engagement for better outcomes<\/h2>\n<p>\nCapitalizing on digital capabilities is becoming pivotal<br \/>\nto driving exceptional customer engagement across all<br \/>\nindustries. One way of doing this is through building and<br \/>\nembedding a digitally led field team that sits alongside and<br \/>\nworks in harmony with traditional field teams.\n<\/p>\n<p>\nThese skills can be used to complement physical, in-person<br \/>\ninteraction, and to create sustainability and scale for wider<br \/>\ncoverage of customer bases. When executed effectively, this<br \/>\nblend of engagement will optimize customer engagement,<br \/>\ndrive more efficient use of field teams, and ultimately, provide<br \/>\nbetter outcomes for patients.\n<\/p>\n<h2>Key takeaways<\/h2>\n<p>\nIndividual HCPs have differing needs and<br \/>\nexpectations, but increasingly these involve the<br \/>\ndesire for consumer-grade digital experiences<br \/>\nto complement face-to-face interaction.\n<\/p>\n<p>\nMost of the field force will need to<br \/>\nremain hybrid, but in certain circumstances,<br \/>\nteams of digital-only specialists can be used to<br \/>\nincrease impact and efficiency.\n<\/p>\n<p>\nSuccess in digital interactions will provide<br \/>\na clear point of differentiation, delivering<br \/>\nimprovement in customer satisfaction as well<br \/>\nas internal productivity. But this will only be<br \/>\nachieved by building the right people, process,<br \/>\nand technology capabilities.\n<\/p>\n<p>\nThere is no one-size-fits-all approach,<br \/>\nand regardless of the channel and method<br \/>\nof engagement, a personal touch will<br \/>\nalways be required to deliver an exceptional<br \/>\ncustomer experience.\n<\/p>\n<p>To learn more about the evolving commercial landscape, read <a href=\"\/eu\/blog\/how-biopharma-leaders-are-shifting-to-hybrid-engagement\/\">How Biopharma Leaders are Shifting to Hybrid Engagement<\/a>.<\/p>\n<p>\n<strong>Nick MacLeod<\/strong><br \/>\nBusiness Consultant<br \/>\n<a href=\"mailto:nick.macleod@veeva.com\">nick.macleod@veeva.com<\/a> \n<\/p>\n<p>\n<strong>Fowey Harvey<\/strong><br \/>\nBusiness Consultant<br \/>\n<a href=\"mailto:fowey.harvey@veeva.com\">fowey.harvey@veeva.com<\/a>\n<\/p>\n<p><footnotes><\/p>\n<hr>\n<p><sup>1<\/sup> \u201cIs COVID-19 altering how pharma engages with HCPs?\u201d Accenture, August 2020.<br \/>\n<\/footnotes><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When done right, hybrid engagement can improve the customer experience and drive more efficient use of field teams.<\/p>\n","protected":false},"featured_media":61134,"parent":0,"template":"","class_list":["post-61130","resources","type-resources","status-publish","has-post-thumbnail","hentry","resource-html-content-yes","resource-area-20-commercial","resource-product-20-digital-engagement-engage","resource-type-articles"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/pantheon.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/61130"}],"collection":[{"href":"https:\/\/pantheon.veeva.com\/eu\/wp-json\/wp\/v2\/resources"}],"about":[{"href":"https:\/\/pantheon.veeva.com\/eu\/wp-json\/wp\/v2\/types\/resources"}],"version-history":[{"count":0,"href":"https:\/\/pantheon.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/61130\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pantheon.veeva.com\/eu\/wp-json\/wp\/v2\/media\/61134"}],"wp:attachment":[{"href":"https:\/\/pantheon.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=61130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}