Role Study Guide: Sales

Role Description:

The sales rep is responsible for selling the company’s products, owning the relationship with the account, capturing sales data, submitting billing documents to the company and facility, and maintaining their inventory.

This study guide serves as a primer for a user to explore the functionality that may be used on a daily basis. This is meant to supplement in-person training, and may not include all advanced functionality that may be covered throughout the rest of the users’ training.

Introduction to the Platform:

It’s hard to use something you know nothing about. This section will introduce you to the system, how to get logged in, and what types of features will be available to you. Use the following articles to better understand ConnectSx at a high level:

Surgical Case Workflow:

The following gives an overview of how a user creates a case, requests inventory, records sales, submits the sales order, and records the PO to get a case to the billing stage. This is a critical workflow for the Sales Rep and will be a major focus of training:

Inventory Management:

One key opportunity the ConnectSx platform provides is the ability to easily make sure you have enough inventory to cover your cases, and to request inventory in real-time if you need more. The following will help you ensure you’re all set for your upcoming case schedule:

Inventory Movement:

Inventory movement is how inventory moves through your field ecosystem. When you need inventory, submit a request. The request will be fulfilled with a transfer of inventory to you. Inventory transfers move inventory from one custodian to another (Organization --> Sales Rep, for instance).

Directory:

The directory is where your critical business data is stored. In some cases distributors may create directory records such as facilities and physicians, but for the most part this is managed by Operations users at the organization level. As a distributor, review your facilities and physicians to be sure you have access to the customers you need. You may also want to track your customer information in Preference Cards.