Course Summary
Hospital sales and marketing teams manage relationships across physicians, institutional accounts, corporate partners and other healthcare stakeholders. Effective execution requires structured account information, relevant conversations and reliable follow-up.
This one-day program combines Salesforce practice with healthcare-specific consultative selling. Participants work through CRM activities, stakeholder conversations, account segmentation and campaign handoffs using a training environment.
The workshop helps teams connect daily activities with account priorities and measurable pipeline progress. Participants leave with a strategic account plan and a 30-day CRM adoption plan.
Who Should Attend
- Hospital Field Sales Executives
- Business Development Executives
- Key Account Managers
- Physician Engagement Teams
- Corporate and Institutional Sales Teams
- Hospital Marketing Executives
- Territory Managers
- Sales and Marketing Team Leaders
Prerequisites: Participants need a laptop or tablet and access to an approved Salesforce training environment. Access should be checked at least two days before delivery.
Business Outcomes
Participants will be able to:
- Maintain more complete and usable account records.
- Improve visibility into opportunities and follow-up commitments.
- Conduct more structured stakeholder conversations.
- Prioritise accounts according to potential and relationship needs.
- Coordinate marketing-generated leads with field-sales actions.
- Use CRM reports to identify pipeline gaps and overdue actions.
- Establish measurable habits for ongoing CRM usage.
