30, 60, 90 Day Plan

Topics: Sales, Customer service, Customer Pages: 4 (481 words) Published: August 18, 2013
Physician Service Representative Summary

Presented To: Fred Nelson District Sales Manager Lori Copeland 3.21.2013

PSR Responsibilities vs. Copeland Qualifications
1.  Manage accounts through ongoing business reviews to identify customer needs.

1.  Excellent communication skills; ability to work with people of diverse backgrounds; understand the importance of listening before offering a solution.

2.  Identify and pursue up selling and cross selling opportunities. 3.  Resolve account specific and customer service issues.

2.  Extensive experience using creativity to identify, establish and accounts. 3.  Strong Ability to stay composed and diligent to the needs of my patients, doctors, therapists and support team despite inevitable challenges.

4.  Provide continued education on new technologies and laboratory testing.

4.  Understand importance of innovation and staying one step ahead in terms of presenting new solution to customers.

Lori Copeland - PSR Summary


page 2

Lori Copeland Highlights
•  14+ years sales experience in the healthcare field targeting physicians, physical therapists, nurses and patients •  Consistently increased net revenue in territory by 20% •  Achieved annual quota allocated for a full-time sales representative while working part time •  Presidents Club recipient 6 consecutive years •  Dynamic sales professional whose achievements reflect outstanding marketing instincts, an innovative spirit and a passion for results and customer satisfaction

Lori Copeland - PSR Summary


page 3

Getting Started – The First 30 Days
•  Who is Lori Copeland
–  Introduction to the organization and team –  Personally meet with each team member •  Discuss successes •  Challenges / competitive threats •  Areas of immediate focus

–  Understand revenue and activity expectations

•  Territory / Account Review
–  Historical performance –  Gaps –  Immediate areas...
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