To surgeons, your reps are much more than sales people, they are trusted resources that provide in-depth knowledge about medical conditions, the latest products and surgical procedures. To maintain this confidence, your reps have to prove themselves as reliable advisors on every single case. And, as the ambassadors of your brand, surgeons’ trust in your reps translates directly to your organization.

We developed an application, Case Manager, which provides your reps with a calendar-style interface for viewing, editing and scheduling cases. Not only does it allow them to schedule cases and record details about every surgery, it also allows them to requisition the necessary products and instrumentation from the field – so surgeons have the products they need, when they need them.

With our handheld tap-and-go interface, your reps have real-time access to all the information they need to schedule, prepare for, attend and follow up on their cases’ surgeries. Case Manager simplifies these processes and allows your reps to demonstrate their value to surgeons on every case.

Benefits to the Sales Rep:

Build lasting relationships with surgeons

• Use fast search functions to display case information quickly
• Capture and record information based on surgeon preferences to accommodate specific needs, demands or feedback

Simplify case preparation and follow up

• Record pertinent information such as surgeon, case type and date
• Track which products are needed for cases
• Log the required instrumentation needed for cases
• Eliminate scheduling conflicts through Outlook integration

Access critical information from the field

• Schedule cases from the field using a Web interface
• View case schedules by day, week and month through a color-coded calendar
• Determine real-time product availability from closet, office, loaner and corporate inventories

Improve your field sales force’s productivity

• Allow reps to request product kits and instrumentation from the field with all the pertinent information included rather than contacting customer service
• Schedule cases through a Web interface to avoid calendar conflicts
• Keep your reps productive by identifying case conflicts and taking appropriate action to find resolution

Increase visibility into your sales team’s activities

• Monitor and measure your team’s productivity based on their calendars
• Compare territory performance based on case schedules
• View call note history per account or per rep to monitor progress
• View product availability across the entire team to better manage inventory