Your liaisons speak. Liaison Pro acts.

LiaisonPro ships as a Salesforce managed package with everything pre-built: no third-party middleware, no external databases.

Physician relationships that drive referrals.

Liaison Pro is the only platform built exclusively forhealthcare liaison teams - combining relationship intelligence,referral analytics, AI prioritization, and route optimization on theSalesforce platform your team already uses.

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The Challenge facing health systems today

No relationship visibility

Field teams lack a single view of provider engagement history, visitfrequency, and relationship health.

Referral leakage goes undetected

Monthly referral declines aren't noticed until damage is done - by then, the relationship has alreadyeroded.

Manager blind spots

Leaders can't measure territory coverage, track liaison performance,or identify coaching opportunities.

Everything your liaison team needs. Nothing they don't.

Liaison Pro delivers six integrated capability areas - all native to Salesforce,all deployable to your existing org.

Visit Management

3-Step Visit Logger

Log visit type, contact, outcome, impact rating, notes, and follow-up directly from theAccount record page via a streamlined wizard.

Activity Timeline

Chronological visit history on Account and Contact pages with outcome badges andliaison attribution for complete visit context.

Auto Follow-Up Tasks

Completing a visit automatically creates a Salesforce Task when a follow-up isflagged — zero manual steps required.

Manager Notifications

Automated flow alerts managers on visit plan completion, keeping leadershipinformed without manual status updates.

Relationship Intelligence

Composite Relationship Score

0–100 score based on visit recency (40 pts), 90-day visit frequency (35 pts), andimpact rating (25 pts). Updated nightly via batch process.

Engagement Tiers

Champion (80+), Active (60–79), Developing (40–59), At-Risk (20–39), Inactive(<20). Surfaced on every Account page via the Provider Relationship Card LWC.

Automatic Score Decay

Relationships degrade without visits, ensuring field teams remain proactive. Norelationship stays Champion without ongoing engagement.

Relationship Card Component

Native LWC on the Account page showing score circle, tier badge, and full scorebreakdown at a glance.

Referral Analytics

Referral Dashboard

Chart.js bar and line charts for volume and MoM trend by provider, plus an activeleakage table — all in a single LWC

Leakage Detection

Automated flow fires when MoM decline reaches 20%, creating a Referral Leakagerecord with outreach priority.

EHR Integration

Real-time referral ingestion via Salesforce Platform Events. Idempotent upsert viaEMR_ID ensures clean data from any external EMR system.

Monthly Rollup Batch

ReferralRollupBatch runs on the 1st of each month to populate prior-period units foraccurate period-over-period calculations

Account Recommendations & Route Planning

AI-Scored Prioritization

Weekly batch scores all territory accounts 0–100 across visit urgency (40 pts),referral value (30 pts), and relationship gap (30 pts).

Actionable Recommendations

Each recommendation includes reasoning text and a suggested action — ScheduleVisit, Lunch & Learn, Phone Call — with 14-day expiry.

Route Builder

Search accounts, add as stops, drag to reorder — all within Salesforce. One-tapApple Maps or Google Maps navigation launch.

Address Geocoding

GoogleGeocodingService converts account addresses to coordinates automatically,keeping route data accurate as locations change.

Manager Dashboards & Reporting

Liaison Performance Dashboard

Per-liaison scorecard: visits per month, referral units, and 90-day territory coverage— all in one manager-facing LWC.

Territory Map

Geographic LWC view showing accounts color-coded by engagement tier for rapidvisual portfolio health assessment.

Standard Report Suite

Liaison Performance Scorecard, Territory Coverage, Visit Frequency vs. ReferralOutput, Referral Volume by Provider — out of the box.

Role-Based Visibility

Managers see their full team. Liaisons see their territory. Admins get everything.Enforced via Salesforce role hierarchy — not custom logic.

Enterprise-grade. Fully native.

Custom Objects

Platform Event and Custom Metadata Type included for zero-configintegration management.

LWC Components

Production-ready Lightning Web Components covering every user-facing
workflow

APEX Classes

Full test coverage, built for extensibility and Agentforce invocable entry points.
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Batch Jobs

Nightly, weekly, and monthly jobs for scoring, recommendations, and referral rollups

Flows

Record-triggered automations for visits, leakage detection, notifications, and territories.
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IMPLEMENTATION PATH

Go-live in weeks. Not months.

A structured three-phase implementation path delivered by Zaghop Consulting into your existing Salesforce org.

Core Platform

Deploy the managed package, configure territories, permission sets, and named credentials. Field teams logging visits and receiving account recommendations.

Referral Analytics

Connect EHR referral data via platform events, activate leakage detection, and enable manager dashboards with full team visibility.

Agentforce

Enable conversational AI actions, configure daily liaison briefings, and activate proactive score change alerts via Slack or in-app.

Ready to protect your referral revenue?

Schedule a 30-minute discovery call with the Zaghop Consulting team
to see LiaisonPro in a live Salesforce demo org.

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