WebinarPhysician Relations

Dashboard Deep Dive: Physician Liaison Activities

In this webinar, we will delve into the critical role of activity tracking in enhancing physician liaison efforts. Understanding the importance of tracking liaison activities is essential for any organization seeking to strengthen its relationships with healthcare professionals. In addition, we will talk about the challenges associated with not having an effective tracking system, and what to look for when using and implementing a PRM as an alternative to a traditional CRM.

Join us as we share tips for maximizing the capabilities of your PRM tool while highlighting common pitfalls to avoid in your journey toward better activity management.

Learn how to transform your approach to physician liaison activities through robust tracking systems!

Dashboard Deep Dive Physician Liaison Activities

1. Why Activity Tracking Matters

Activity tracking enhances physician engagement by ensuring a consistent approach across teams, drives strategic insights, and ultimately measures the ROI of outreach efforts. These elements are crucial for any organization aiming to cultivate stronger connections.

2. Features Overview: Activity Tracking in the PRM

An overview of the features available in our PRM that facilitate effective activity tracking. Key functionalities include recording and categorizing activities related to each physician or account, as well as creating liaison activity engagement lists tailored to specific needs. Customizable workflows and user roles ensure that every team member can leverage these tools effectively while integrating seamlessly with other PRM features like task management and reporting.

3. Live Demonstration of Activity Tracking in the PRM

During our live demonstration segment, we guide you through how to add activities such as calls, meetings, emails, and events while customizing categories and templates for ease of use. We’ll also explore day-to-day usage scenarios where real-time tracking of physician interactions becomes vital. Monitoring progress through individual and team activity logs will be demonstrated alongside dashboards that provide visual reports for quick insights.

 4. Use Cases & Best Practices

Finally, we’ll discuss analytics capabilities that allow organizations to identify engagement gaps using trends derived from tracked activities — enabling informed strategic decisions moving forward. Real-world use cases will illustrate how effective activity tracking has led to increased outreach efficiency and enhanced physician loyalty while improving operational transparency.

Speakers

Mackenzi Sweet

Mackenzi Sweet

VP of Sales

Marketware

Danielle Krystyniak — Director, Client Success

Danielle Krystyniak

VP of Client Success

Marketware