CRM Implementation: Tailored Salesforce CRM for Medical Affairs
A pharma company's Medical Affairs function was managing KOL relationships, MSL activity, and scientific engagement data across disconnected spreadsheets and email systems — limiting leadership visibility, creating compliance risk, and preventing meaningful analysis of engagement patterns.
We led the design and implementation of a Salesforce CRM configured for Medical Affairs workflows — covering MSL call logging, KOL profiling, congress management, and activity reporting. Configuration was built around Medical Affairs-specific compliance requirements and integrated with the commercial CRM to enable cross-functional visibility where appropriate.
The Medical Affairs team moved from fragmented manual tracking to a governed, real-time CRM within four months — with immediate improvements in MSL activity visibility, KOL engagement tracking, and the data quality needed to support the Medical Affairs impact analytics work described separately.