This is Where You Find That Missing Piece for Medical Device Sales Teams

Written By

Mareo McCracken
Mareo McCracken

Share This Article

Do you and your sales teams have the best tool and sales metrics available? Or do you have outdated systems, non-native apps, and old data that make your life harder than just using pen and paper?

With better sales tools and software medical device sales teams can accelerate surgeon relationships, improve case management, enable smarter surgery coordination, easily capture usage, take of care of billing, and automate replenishments.

There are so many options being offered today, however, most CRM’s and surgery schedule platforms hinder productivity rather than help. Since these “industry standard” tools are not purpose-built and connected to backend functions,  they are far less useful than their fancy marketing videos would have you believe.

When a task or function is easier to perform without the system–rather than within it, the rep will find a way to avoid using the system altogether.

There’s another problem with most CRM’s, even if they are “tailored” for medical device sales teams, the brutal truth is that they are not connected with operations, nor with the tasks sales reps perform daily. This forces sales teams to use multiple systems, which creates extra work and increases miscommunication.

Medical device sales is extremely unique. The work cannot be done in a vacuum, like it can in other industries. There is no room for error. Using multiple systems creates unnecessary burdens on sales reps and sales leaders.

Human Connection Drives Medical Device Sales

The best way to drive efficiency and win trust with the medical provider teams is to create a connected experience. We have seen over and over again that transparency forges trust. By combining case management, ordering, scheduling (and functional calendar), logistics, usage, billing, and communication along with case and doctor specific notes and preferences, you can build an environment that serves everyone.

A collaborative one-stop-shop for sales means more time building relationships and less-time chasing down inventory or missing PO’s. It means more time enabling the operation team and less time worrying. Every surgeon loves a rep who helps them perform better.

True partners are engaged partners. In order to engage surgeons and medical providers, better service and better communication–which is driven by comprehensive and innovative tools–is key. With everything that a rep needs to do, a tool that combines product requesting with easy communication for the medical providers will encourage trust, strengthen relationships, and deepen connections.

A Functional Tool That Works

An integrated platform is the critical foundation, but the tool must also be able to get work done. More than just providing visibility, sales platforms need to drive action. These actions must drive process and be systematized. They must be useful and flexible. The actions must be user and system directed. And above all, the actions must be unified with real work-to-be-done.

Better Data

As a sales leader, you need better data. You need access to all of your data so you can make executive level planning, forecasting, and market based decisions.

Real-time access to current, past, and future cases allows you to be in the know and plan well.

Quota management, cost-to-serve analysis, and opportunity management information all needs to be at your fingertips. Rep-based rankings should be displayed.

When the data comes from a trusted source, the source of truth for the sales rep and ops team, then you know the data can be used and applied.

When the right data is pushed to the right people, behavior changes. If a sales rep has visibility to their case status, to their inventory, to their sales history, to their doctor information, and to their schedule–they will sell more, they will be focused, and they will enthusiastically  use the tool that provides them with that visibility.

When Visibility and Functionality Get Married

Most CRM’s and platforms that evolved from CRM’s are great at showing information. Yet they cannot do what is needed for the medical device space. They cannot manage inventory requests, last-minute changes, usage & proper PO capture, billing, HIPAA compliant communication, trunk stock/consignment control, and all the loaner inventory needs.

To put it mildly, they are very weak at driving action. They are weak because they do not have control and cannot direct behavior, they can only report and suggest. A CRM or CRM-built platform does not and cannot manage inventory, provide HIPAA compliant communication, segmented & unified calendar, handle complex billing, usage, audit, cycle count, and replenishment requests.

It is just too much to ask of a system that was not purpose-built.

A single, unified platform that is more than mere dashboards is needed to actually change efficiency and provide any real benefit.

Show your team how to use a better tool, then give your team a better tool,  and you will get better results.

Need to talk with someone? We understand. Call anytime.

phone: 858.956.0208


or visit:

Related Articles

Risk management

3 Big Risks in Medical Software Training

Running a medical device company is hard. Training users on enterprise software is challenging. Crafting engaging and effective training content is also difficult. What happens when you try to build a training curriculum that combines all three? Yeah, it’s tough. But doing it isn’t impossible, especially if you avoid the… Read More

BY Brian St. Clair

12 Things Only Medical Device Sales Reps Understand

You are a sales professional, you just want to sell. You want to build relationships, you want to solve problems, you want to drive growth. Too often though you are doing paperwork, arduous operational tasks, and performing cumbersome processes that don’t add real value. You know what you have to… Read More

BY Mareo McCracken

With Medical Devices, The Right Tool Changes Everything

Every medical device company is on the same journey to serve their patients better. To get there the focus needs to be on finding out how to reduce waste and optimize resources. Yet, with no true visibility, outdated tools, disconnected systems, and inefficient processes—the progress is slow. The challenges are… Read More

BY Mareo McCracken

Can RFID Be The Solution For Medical Device Asset Utilization, Inventory Efficiency, and Usage Accuracy?

When done the right way, RFID is powerful. “RFID is not a technology that you can just heavy-handedly push into your processes and channels and assume that it’s going to provide you the gains you need. You have to know how and be able to utilize the data at… Read More

BY Nicolas Orrego