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5 Smart Moves to Redefine Omnichannel HCP Engagement
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5 Smart Moves to Redefine Omnichannel HCP Engagement

It’s official: omnichannel HCP engagement is today’s baseline. But even with years of effort, many pharma teams are still figuring out how to make it work in ways that truly resonate with HCPs. Outdated pharma commercial models, disconnected systems, and fragmented execution continue to slow progress.
That’s why Indegene and IQVIA came together to create this guide. Grounded in real-world data and hands-on experience, it lays out five smart, actionable moves to help teams modernize their pharma HCP marketing strategies—driving more personalized engagement, better ROI, and measurable impact at every stage of the HCP journey.

What It Takes to Make Omnichannel HCP Engagement Actually Work

From shifting HCP expectations to the need for data-driven agility, making omnichannel HCP engagement work today means rethinking the old playbook. These five smart moves offer a practical path forward.

Move #1: Understand Today’s Market Realities

Today’s HCPs are busier, more digitally connected, and increasingly selective about how they engage. They want timely, relevant interactions that fit into their clinical routines—delivered through a mix of in-person, virtual, and digital channels tailored to their specialty and setting.
Indegene’s 2024 Digital Affinity Report shows just how varied these preferences are. Around 80% of HCPs show low affinity for virtual rep-led interactions, and 52% show low affinity for EHR-based engagements. At the same time, email is gaining traction, with 39% of HCPs showing a developing affinity, and programmatic ads are proving especially effective in specialties like dermatology and cardiology—with affinity reaching up to 52%.
These evolving patterns signal the need for more advanced HCP targeting. Many organizations recognize the need for change but are still held back by outdated pharma commercial models, fragmented data systems, and rigid field structures. The result? A widening gap between how HCPs want to engage—and how they’re actually being reached.
To move forward, pharma HCP marketing must become more nuanced and responsive. It’s no longer about maximizing reach or frequency in isolation. What matters is designing interactions around HCP behavior—what they prefer, when they’re most receptive, and how they want to engage.
That’s where hybrid models begin to stand out. And that brings us to the next move.

Move #2: Make Hybrid Engagement the Default

Once you recognize how dramatically HCP preferences have shifted, the next logical step is rethinking how you show up. And that starts with hybrid engagement.
In-person visits still matter. But alone, they’re no longer enough. Today’s HCPs expect options. Some respond to face-to-face interactions, others prefer digital nudges, and many want a mix that fits their workday. Hybrid engagement lets you meet them where they are—consistently, efficiently, and on their terms.
Indegene’s 2024 Digital Affinity Report further underlines this opportunity: Today, one-third of HCPs (33%) already show strong or established digital affinity, and another 40% are developing. That’s a significant share actively leaning into digital channels—ready for more personalized, relevant outreach.
At the same time, IQVIA’s data shows in-person interactions are still 2x more effective at leading to prescriptions than any other channel.
The real power lies in combining both. A hybrid approach lets pharma teams balance digital convenience with human connection. Done right, it becomes the foundation for smarter pharma HCP marketing and a more modern, agile pharma commercial model.

Move #3: Rebuild Trust Through Smart Orchestration

In an era of fragmented channels and rising HCP expectations, trust remains the backbone of effective engagement. But the way that trust is built (and rebuilt) has fundamentally changed.
As Vic Clavelli, Senior Pharma Commercialization Leader, puts it:
“The strength of the traditional rep-dominant sales model was the trust developed and earned through the information exchanged between clinical staff and tenured representatives in service of patient care goals.”
But over the last decade, that foundation has eroded. Clavelli points to a “perfect storm of regulatory templatization, serial redeployment of sales colleagues, and corporatization of health systems” as key reasons the traditional model no longer works the way it used to. These shifts didn’t just strain relationships—they disrupted the entire process of introducing new therapies into clinical routines.
“These factors conspired to weaken the trust and relevance of manufacturer efforts to integrate new medicines into the standard of care, in effect reducing commercial effectiveness before new channels were sufficiently mature to serve the communication needs of newly launched assets.”
That’s where smart orchestration comes in. Rebuilding trust today means using data, technology, and human insight to deliver more relevant, more coordinated engagement. Tools like Next Best Action—powered by AI and advanced analytics—help reps and marketers know what to do next, when, and how.
But orchestration is more than just automation. As Clavelli explains, “The true benefit of innovative tools lies in the ability to integrate human and technological insights within a multi-channel engagement process to inform a seamless, learning, customer-centric approach.”
This continuous learning loop (where every interaction makes the next one smarter)—is what restores confidence among HCPs. It gives them what they value most: relevance, continuity, and support.

Move #4. Use Data as the Engine of Modern Engagement

Legacy data sources, focused narrowly on prescribing volume, no longer provide the resolution needed to power today’s pharma commercial model. The shift toward personalized, advanced HCP targeting requires far more than static segmentation.
To enable modern HCP engagement strategies, pharma companies must build models that incorporate real-world behavior, scientific affinities, digital content preferences, and market access positioning. This kind of multidimensional profiling enables more precise and relevant omnichannel HCP engagement.
But achieving this depends on the quality (and granularity) of the data itself. NPI-level resolution is crucial for generating actionable insights. While survey data is more available, it often fails to capture the nuance of real-world behavior—especially when it comes to digital affinity and online engagement patterns.
That’s why it’s essential to work with data partners who can provide scalable, NPI-level intelligence—and just as importantly, ensure that your campaign and media partners return performance data at that same level of detail. Closing the loop in this way enables truly data-driven decisions, empowering your pharma HCP marketing strategy with continuous optimization and measurable impact.

Move #5. Structure Your Commercial Model Around True Omnichannel Orchestration

Delivering truly effective omnichannel HCP engagement goes far beyond maintaining a multichannel presence. It requires intentional orchestration—ensuring the right sequence, cadence, and coordination across channels, not just channel availability.
From pre-launch to post-maturity, the most effective HCP engagement strategies are those that synchronize personal and non-personal touchpoints to reflect how HCPs actually prefer to engage. That doesn’t mean eliminating sales reps or defaulting to digital. It means putting the HCP at the center—matching channel, content, and timing to their needs.
Done well, pharma HCP marketing becomes more relevant and ROI-positive. But done inconsistently, even the best-laid strategies fall flat.
A recent analysis shows that 80% of decisions about the pharma commercial model are made at the brand level, and 79% at the country level—highlighting the need for localized strategies that flex with market dynamics, therapeutic area, and field realities.
Multiple factors should go into selecting a new customer engagement model. These factors can include:
Therapy Area (TA) dynamics
Every therapy area possesses distinct characteristics and should influence the engagement model’s design to ensure it aligns with the therapeutic needs.
Organizational culture
The prevailing culture within a company and its openness to change, adaptation, and innovation, will significantly impact the model’s integration and performance.
Treatment complexity
The complexity of a treatment regimen can guide the choice and implementation of a commercial model, as it affects how interactions are structured.
Market access
The access for a product/portfolio can vary by region and MSA/ DMA, which should be factored into the model to optimize reach in favorable regions while mitigating challenges in less accessible ones.
Profitability and revenue targets
Different commercial models may necessitate varying levels of time and investment, influencing the overall profitability and revenue objectives of a brand or portfolio.
Competitive landscape
The model must take into account the intensity of competition spend and market share of voice to maintain or enhance competitive edge.
Capability requirements
Newer commercial models may demand additional resources and skills, necessitating investment in people, processes, and systems.
Strategic partnerships
Commercial model success requires access to the right internal and external capabilities. Understand where you need to develop in-house capabilities, purchase solutions, or collaborate with partners.

Remember to Align KPIs Across Teams

Clear metrics matter. A robust model should define both leading and lagging KPIs—measuring not just eventual outcomes, but early signs of adoption and engagement. During the launch and early "hypercare" phase, this dual lens becomes especially important.
To make measurement actionable, advanced HCP targeting must be backed by integrated data and cross-functional alignment between sales, marketing, operations, and analytics teams. Only then can you ensure continuous improvement—and bring the vision of omnichannel orchestration to life.
Leading indicators
Engagement Metrics
These vary depending on the channel but are crucial in measuring interaction levels and quality.
Performance vs. Benchmark
Compare current performance to historical benchmarks or set standards to quickly identify trends.
Insights/Data Generated
The quantity and quality of data and insights collected from the new model can indicate engagement and interest.
Operational Metrics
Include metrics such as delivery rates and bounce rates, which provide immediate feedback on operational efficiency.
Lagging indicators
Behavioral Changes
Prescription rates (Rx) can reflect the ultimate impact of the engagement model on HCP behavior.
Perception Metrics
Brand attributes and recognition, as well as the understanding of unmet needs, provide a longerterm view of the brand’s position and resonance in the market.

Key Insights from Real-World Execution

Drawing from IQVIA and Indegene's experience supporting pharma organizations in deploying modern HCP engagement strategies, we've surfaced a set of recurring insights that can make or break execution. These are not just theoretical best practices—they're grounded in real-world observations of what works, and what often stalls progress.
Translate digital KPIs into business impact. Make sure digital performance indicators ladder up to broader commercial objectives—this promotes true cross-functional alignment.
Avoid short-term pilot thinking. Pilots rarely drive change at scale. Instead, treat them as opportunities to test long-term hypotheses and build organizational commitment beyond the pilot lifecycle.
Build customer-first—not channel-first—models. Engagement centered on HCP needs, rather than the company's internal structure (rep vs. digital), delivers more lasting results.
Get specific. Don't treat "digital" as a monolith—email, programmatic, social, and EHRs each behave differently. Disaggregating performance and adoption patterns is essential.
Redesign internal processes. Legacy functional silos often get in the way. Real omnichannel orchestration requires rethinking operating models, incentive structures, and analytical tools.
Create space for experimentation. An agile, test-and-learn mindset helps organizations stay responsive to evolving HCP needs and market realities.
Use technology wisely. Tech is an enabler—not a silver bullet. It only delivers value when applied with strategic intent to improve HCP experience and commercial impact.

Best Practices for Building a Scalable Omnichannel Strategy

Whether you're just getting started or refining your approach, these best practices can help bring your pharma commercial model in line with today's omnichannel expectations:

1. Strategy and Alignment

Identify and connect with HCPs through their preferred channels.
Foster meaningful interactions that provide value to HCPs.
Encourage HCPs to take action through informed and personalized touchpoints.
Develop a cohesive strategy that involves all functional areas, ensuring unified goals and actions.

2. Data and Insights

Utilize detailed data to understand behaviors and preferences.
Enhance data sets with insights on digital engagement, content preferences, scientific interests, and market access considerations.
Group HCPs by shared characteristics to tailor engagement strategies effectively.
Integrate internal data with external insights to form a 360-degree view of the HCP.

3. Implementation and Engagement

Ensure that your HCP engagement strategies have segments that are implementable across all relevant channels.
Initiate with the best available data, and refine strategies as more data becomes available.
Use a mix of internally developed solutions, external partnerships, and hybrid approaches for optimal results.

4. Optimization and Learning

Incorporate methods such as A/B testing to learn and adapt the models continually.
Assess the performance of various channels, content types, and engagement frequencies to find the most effective strategies.
Adjust campaigns regularly to align with evolving dynamics of the market and organizational context.

5. Foundations for Success

Gain support from the C-suite as a "burning platform" for change.
Align business strategies with the execution plan.
Establish KPIs and metrics that accurately reflect value to stakeholders.
Ensure all teams are interconnected and work towards common goals.
Foster collaboration across teams and with partners.
Invest in digital capabilities and talent.
Set distinct targets for different channels and segments.
Adapt the operating model to stay agile and responsive.
Encourage a mindset that embraces change and innovation.

Final Thoughts

The shift to omnichannel HCP engagement isn’t a matter of if—it’s a matter of how well. As this practical guide shows, success isn’t about adding more channels or chasing the latest tech. It’s about designing thoughtful, data-driven HCP engagement strategies that put provider needs at the center—coordinated across content, cadence, and touchpoints.
Doing this well demands cross-functional alignment, operational readiness, and a willingness to evolve the traditional pharma commercial model. Pharma companies that build the infrastructure, mindset, and measurement needed for omnichannel HCP engagement at scale—will be best positioned to thrive in today’s complex, choice-driven landscape.
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