Absolutely! Success in medical sales is all about mindset, organization, & time management. It starts with a structured process: research, analysis, setting objectives, planning, & execution. Each step involves paperwork & internal/external meetings, so having the right templates, tools, & teamwork is essential. Time management is key—schedule dedicated slots for paperwork, emails, & follow-ups. Use digital tools like Outlook Calendar to plan, flag emails to sync with to do lists, & OneNote to take notes & export meeting notes directly to emails. For example, reserve mornings for emails & paperwork, peak hours for client meetings, & afternoons for planning. With the right process & tools, you can balance it all & hit your targets!

Balancing paperwork and client meetings in medical sales can indeed be challenging, but it’s definitely possible to hit your targets with the right strategies. Here are a few tips that might help: Prioritize Tasks: Identify the most critical tasks that directly impact your sales targets and focus on those first. Time Management: Allocate specific time blocks for paperwork and client meetings. Leverage Technology: Use CRM systems to streamline your paperwork and keep track of client interactions. Effective Communication: This can help build strong relationships Delegate When Possible: Stay Flexible: Flexibility can help you manage unexpected changes Remember, it’s all about finding a balance that works for you.

Meetings often deviate from their objectives and can become sidetracked. In my experience, the final twenty percent of meetings time typically addresses key topics, but this is often done in a hurried manner. Lengthy introductions can detract from the time available for meaningful discussion, so SMART agenda for every meetings and stick to it will save our time and keep us more focused and efficient in the meetings with clients. Also setting time limits for each meeting helps us to avoid run over on our paperwork time.

Absolutely, it’s possible to hit your targets even with a busy schedule. This is what I have learned and practiced, •Prioritize Tasks: Focus on high-impact activities that directly contribute to your sales targets •Time Management: Use calendars and Time management apps to schedule your day •Delegate: Delegate administrative tasks or use automation tools to handle repetitive tasks •Effective Communication: Keep client communication clear and concise to save time •Set Clear Goals: Break down targets into smaller, manageable goals to track progress •Stay Organized: Keep your workspace and documents organized to save time •Regular Reviews: Periodically review your progress and adjust strategies as needed

Yes, it is possible to achieve your medical sales goals even with the burden of meetings and paperwork, as long as you leverage technology and optimize your time. First, use an industry-specific CRM system, such as Veeva Vault or RepMove, to streamline customer tracking and optimize routes to increase daily visits. Second, improve efficiency with tools like Expensify, which simplifies expense reporting, and Mapview, which makes route planning easy. Also, voice dictation technology like Dragon Anywhere allows you to complete reports without interrupting your commute. Finally, leverage marketing automation features to make email communication faster and more personalized, maximizing every interaction and focusing on high-impact activities.

Yes, it’s not mutually exclusive. Medical sales has always had an extended sales cycle because of the patient lives involved. One won’t make a sale with just a sales pitch on a whim. In the age of mobile productivity apps, and more capable web-based applications, it’s more convenient than ever to do these on the field. In my experience, we spend hours in between high-touch sales meetings, that’s when I take the opportunity to work on my reports, quotes, letters and other communications. I deployed iPad Pro and a magnetic keyboard cover to our sales team for this reason. 15 years ago, they would have needed a laptop.

Divide your day into time slots dedicated to specific activities. For instance, schedule paperwork during low-energy periods (e.g., early afternoon) and client meetings during your most productive and energetic hours (e.g., mornings). Analyze and simplify administrative procedures to reduce redundant tasks. This can include applying lean practices to minimize time waste and increase efficiency in administrative duties. Utilize digital platforms that promote teamwork, such as tools for collaborative document editing and note-taking. Applying the Pareto principle (80/20 rule): Identify the activities that yield the greatest benefit. Focus on the 20% of actions that provide 80% of the value for both the client and the company.

Sebagai seorang sales, bertemu dengan pelanggan dan melakukan pekerjaan administrasi adalah 2 hal yang harus dilakukan dengan pembagian waktu yang baik. Dalam 1 hari, saya dapat melakukan kunjungan ke 3 rumah sakit yang berbeda, dengan asumsi waktu kunjungan setiap rumah sakit adalah 2-3 jam. Dengan menggunakan aplikasi CRM yang digunakan oleh perusahaan, laporan kunjungan akan diinput ke dalam aplikasi setiap kali sales selesai melakukan kunjungan. Laporan yang lebih detail dalam bentuk Excel juga perlu dilakukan oleh sales setelah kunjungan 1 hari selesai dan dikirimkan kepada sales manager dalam bentuk email. Dengan demikian, pekerjaan administrasi tidak akan menjadi hambatan, bahkan menjadi pelengkap dalam proses penjualan tersebut.

Both are very important for business growth and hitting Target as background data and customer relationship help to grow business. Need to manage the time table and if required take help from team