Link Workflow
Optimize Engagement with Your Top Experts
Streamline planning and coordinate across teams with
Veeva KOL Planning Workflow
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Overview
Drive cross-functional transparency
and alignment
Strategic Planning
Set specific objectives for your priority KOLs, as well as identify relationship owners and collaboration opportunities across all functions.
Unified KOL View
Create cross-functional visibility into non-field engagements and surface them in Link Key People alongside CRM data.
One-Click HQ Engagement Tracking
Make it easy for non-CRM users to capture their engagements with one-click capture directly from Link Key People.
Real-time Reporting
View KOL-related activities across multiple brand teams, functions, or geographies and track engagement status against plan.
Why Link Workflow
Optimize your KOL engagements
“Whether it’s medical, commercial, or clinical, we now have purpose-driven planning around specific scientific leaders.”
Read the Article
Eric Toron
Executive Director, Operations Lead, Global Medical Affairs and Outcomes Research, Merck
“We use Link Workflow for early assets, where field medical teams aren’t yet deployed, to help us coordinate engagement and understand the value of our Phase I/II clinical trial assets.”
Listen to Podcast
Pascal Vande Gucht
Head, Medical Digital & Analytical Solutions, UCB
“We leverage Link Workflow to plan the most effective cross-functional engagement.”
Listen to Podcast
Georgios Tramountanis
Data, Digital and Technology, Global Medical Core Capabilities – Global Portfolio Division, Takeda
Resources
Explore and Learn
Read Features Brief
Veeva KOL Planning Workflow
Read Customer Story
Breaking Silos in Cross-Functional KOL Engagement: Q&A with Astellas
Read Customer Story
Transforming Cross-Functional Engagement Planning
Watch Video
Merck: Advancing Medical Operations with Deep KOL Intelligence and AI
Watch Video
UCB and Takeda: Improving the Customer Experience through Medical-Commercial Collaboration
Read Report
2025 KOL Satisfaction Report
