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Last Updated on February 16, 2024


In the dynamic landscape of the pharmaceutical industry, Customer Relationship Management (CRM) plays a pivotal role in building and sustaining relationships with healthcare professionals, especially doctors. However, as the industry continues to evolve, so do the challenges associated with consent management. Several pharmaceutical CRM managers we we have been speaking with, experience quite some challenges in daily practice. like

  • how to register opt-ins collected through different channels
  • how to (seamlessly) feed back this information into the CRM system
  • how to register and manage opt-outs efficiently and in time/real time
  • how to collect e-consent

In this blog, we will explore these challenges and provide insights into bridging the gap for a more effective consent management strategy.

Understanding the challenges.

Lack of e-consent from doctors.

Consent management is not just a regulatory checkbox; it’s a crucial component that shapes the interactions between pharmaceutical companies and healthcare professionals. CRM managers often find themselves struggling with the lack of consent from doctors, making it challenging to establish meaningful and compliant relationships.

One of the primary challenges faced by CRM managers in the pharmaceutical industry is obtaining explicit consent from healthcare professionals, particularly doctors. Strict regulations, coupled with concerns about data privacy, have made it increasingly difficult to secure consent for various communication channels. This hurdle poses a significant barrier to building and maintaining relationships with key stakeholders.

Begin by educating healthcare professionals about the importance of data privacy and the value of their consent. Transparent communication about how their information will be used and the benefits they can derive from a collaborative relationship fosters trust and increases the likelihood of obtaining consent.

Efficient registration of opt-outs.

Compliance with regulations requires not only obtaining consent but, even more important, also respecting opt-out requests promptly. The manual registration of opt-outs is time-consuming, meaning there is a gap between receiving the opt-out and the registration, but also error-prone (wrong registration), leading to potential breaches in compliance. CRM managers need a streamlined process to register and manage opt-outs efficiently without compromising data accuracy.

Automate opt-out registration.

Implementing automation tools for opt-out registration can significantly reduce manual errors and streamline the process. Utilize consent management platforms that offer automated, real time opt-out registration features, ensuring quick and accurate compliance with regulations.

Integration between Consent Management Platforms and CRM systems.

To enhance overall efficiency, there is a growing need for a seamless, two-way connection between consent management platforms and CRM systems. This integration ensures a single source of truth, so that the consent status of each healthcare professional is up-to-date within the CRM, allowing for targeted and compliant communication, no matter which department is involved.

Choose a consent and preference management platform that seamlessly integrates with your CRM system. Streamline your consent processes with automated workflows that trigger actions in both systems. This reduces manual intervention, minimizes errors and accelerates response times to opt-outs and consent registrations. This integration allows for real-time updates on consent status, providing a comprehensive view of each healthcare professional’s preferences and compliance status.

Centralized consent dashboard.

Implement a centralized dashboard that offers a holistic view of consent-related metrics. This dashboard should be accessible to CRM managers, providing insights into consent rates, opt-outs, and overall compliance. Such visibility allows for informed decision-making and proactive measures to address potential issues.


In the pharmaceutical industry, where relationships with healthcare professionals are paramount, effective consent and preference management is non-negotiable. By addressing the challenges of obtaining consent, streamlining opt-out registration and integrating consent management with CRM systems, pharmaceutical CRM managers can pave the way for compliant and mutually beneficial interactions. Embracing technology and fostering transparent communication will not only navigate the complexities of consent management but also strengthen the foundation for long-term partnerships in the ever-evolving pharmaceutical landscape.

What can OptInsight do for you?

We offer solutions and services for pharma & life sciences companies with focus on increasing your reach to healthcare professionals (HCPs).
The OptInsight e-consent and preference management solution allows pharmaceutical companies to manage the collection, storage and use of personal data in a compliant and secure manner. It provides a centralized platform for managing e-consent records (opt-ins AND opt-outs) and preferences, including the mandatory audit trail. It functions as a single source of truth, preventing scattered personal and consent data throughout your company. It also shows the latest consent status and preferences, which allows you to engage with HCPs based on the right data.

With our partner ecosystem, we can also support you on collecting opt-ins (up to 50%) and preferences (increase of up to 50% of HCP preferences), adding touch points to your customer journey with high end phone calls, improving the quality of data collected, creating social media campaigns, construction of websites and building HCP portals. We can also provide you with peer reviewed articles, which can be offered to the HCP and used to collect e-consent. Are you interested? Have a look at or contact me at

Schedule a meeting with us.

Tip: involve your colleagues from other departments within your company.
In this way we can instantly answer questions and provide clarity from various points of view.


Marketing & Product Director

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