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If you are responsible for the management of the sales effort within your healthcare organization, you are probably asking yourself questions about the effectiveness and efficiency of your sales effort. One way to assess your current situation is to use the following evaluation tool. The findings will allow you to plan for improvement and to track achievement. Take a few minutes to print the form below and rank your organization by answering the following: (5 = Always, 4 = Usually, 3 = Sometimes, 2 = Occasionally, 1 = Never)

 

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Now, take a close look at the results. Pay particular attention to any comments that rank a 3 or less. Are the lower scoring areas ones that require correction in order to improve your sales efficiency and effectiveness? Do you need to provide additional sales training so that your team better understands the buyer’s needs, benefit-oriented solution selling, and management of objections? Do you need to revisit the current sales plan with the sales team to ensure that everyone is on the right page and focused on the right results? Whatever your findings, the next step will be the development of a plan to make the changes necessary for improvement.

Once you come up with one or two areas that you know require immediate action, meet with the team to start the ball rolling. Brainstorm ideas with the group to determine strategies that can be used to improve area(s) of concern. Following this initial meeting, draft a 90-day action plan that states the strategies and detailed objectives proposed to meet your goals. Include the implementation and completion dates for each tactic as well as the team member responsible for the task. It is very important to:

  • identify roles and responsibilities for tasks
  • clearly state all assignments
  • create a realistic timeline
  • build rewards for recognition to increase the fun and team spirit

Schedule a follow-up meeting with the team to discuss the action plan draft. A few days before the follow-up meeting distribute the draft for review. During the meeting, involve all members of the team. Discuss any issues or concerns about the plan and determine options. Make sure each sales team member understands their responsibility and has the time needed to perform the tasks without jeopardizing their sales activity. Before adjournment, agree on a start date and begin implementing the action plan.

Discuss the progress of the action plan during your weekly sales team meeting. Any questions specific to an individual tactic should be discussed with the responsible party on an individual basis. Make sure everyone understands that as a team member, you are available for assistance. Explain the importance of deadline compliance.

Once the initial area of concern has been addressed, develop a process to track the improvement on a quarterly basis. Share your findings with the sales team. Also, talk with the team about how well they feel the improvement plan has worked. Learn from your successes and mistakes.

You may choose to tackle other areas of concern identified by the evaluation tool and begin the process again. Ask these questions annually to evaluate your progress and detect new areas of concern before they become a problem. Not only will this approach improve your sales effort, you will experience a higher level of ownership and energy in the sales team. They will now feel their sales experience and opinions are valuable in making your organization successful. More importantly, you will have what every sales manager wants —a re-energized team of sales professionals.

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