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Sales and Marketing

We will help you develop a more effective sales and marketing program.

Marketing and Sales Strategy provides information on how to design a marketing and sales program, including analysis, identifying customer segments and value drivers, developing strategy and tactics, and establishing goals.

Marketing Activities helps you develop marketing to complement your sales activities including choosing effective marketing tools, creating a brochure, and generating communication plans.

Sales Activities helps you start or expand your program, including defining and implementing sales, using a sales funnel, cross-selling, developing annual sales forecasts, contact management, and sales terminology.

Staffing includes information on sales structure, recruiting, the hiring process, salaries, incentives, expenses, and sample job descriptions.

Training and Coaching includes information on our Strategic and Conceptual SellingĀ® courses, large account management, and sales tips.

New Client Conversion provides templates for creating a successful new-client conversion process including flowchart, account form, sample marketing piece, and survey.

Payor Relations includes tips on managed care contracting and creating an insurance payor list.