Your liaisons are in the field.
Your referrals are leaving.
LiaisonPro is the only physician liaison platform built natively on Salesforce — so your team's activity, your referral data, and your provider relationships live in one place, not three.
Know when a provider is slipping — before they're gone.
LiaisonPro monitors referral volume month-over-month for every provider in your network. When volume drops 20% or more, your liaison is automatically alerted and a prioritized outreach record is created. No manual report-pulling. No lag. By the time a quarterly report surfaces the trend, the relationship may already be gone.
Stop guessing who to visit next.
Most liaison visit planning is based on habit or whoever called last. LiaisonPro scores every account in a liaison's territory weekly — by visit urgency, referral value, and relationship gap — and surfaces a prioritized list with a suggested action for each. Your team focuses on accounts that actually move the needle.
AI-scored account prioritization, refreshed weekly
Suggested action for each account — visit, call, lunch & learn
Traceable field activity tied to referral outcomes
The relationship score that goes down without you.
LiaisonPro tracks a composite relationship score (0–100) for every provider, built from visit recency, frequency, and impact rating. Scores recalculate nightly. When a relationship drifts into At-Risk, your team knows before it becomes a leakage problem.
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Automated leakage alerts
When referral volume drops 20%+ month-over-month, a prioritized outreach record is created automatically.
Live team dashboards
See visit cadence, relationship coverage, and referral output per liaison — in real time, without asking your reps.
No new system. No separate login.
Installs as a managed package into your existing Salesforce org. Field activity and referral data live on the same record your team already works in.
AI-prioritized visit lists
"Who should I visit this week?" — the agent returns a scored list with reasoning for each account.
Proactive leakage alerts
"Riverside Ortho dropped 40%. Want me to schedule a visit?" — agent notifies before you find out in a report.
Route planning by voice
"I have 6 hours in Metro East tomorrow. Plan my day." — agent builds a full optimized route with priority accounts.
Built for healthcare. Not adapted for it.
Marketware and TrackerPLUS are standalone tools with their own login and data sync problem. LiaisonPro lives inside Salesforce — where your org already runs.
One system. One login. One source of truth.
No middleware, no data sync delays, no duplicate entry. Your field activity and referral data live on the same Account record your team already works in.
Prove the ROI of every liaison visit.
Correlate visit cadence against actual referral volume shifts at the provider level. See which relationships drive growth — not just activity.
Your next liaison hire might not be a person.
Pre-built Agentforce actions included in the package. Available today for Salesforce Enterprise Edition (Spring ’25+). No additional license cost.
The only PRM that runs inside Salesforce
LiaisonPro installs as a managed package — not a bolt-on. That means no integration project, no separate vendor contract, and no field data living outside your org. Everything your liaison team does is visible to the people who need to see it.
Provider relationships tracked
Managed across healthcare systems in production.
Faster referral visibility
Teams see patterns in days, not months.
Native to Salesforce
No middleware. No data sync delays. Everything lives where it belongs.
See it in 20 minutes.
We’ll show you leakage detection, the relationship scoring model, and the Agentforce demo — live in a real Salesforce org. No deck.
