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5 Important Tools Every Medical Sales Representative Needs

A medical sales representative’s goal is to serve medical practitioners in the best way possible. To accomplish this goal, a sales representative will use the best resources and tools available to them.

If you want to become less stressed and more efficient, you can decrease your heavy workload by using tools made specifically for you. Here are the five most important tools every medical sales representative needs to be successful.

  1. Social Media Networks

Creating an online presence is crucial for medical sales representatives. This shows prospects or existing clients you are active in the medical industry. You can utilize social media platforms to share helpful content related to the medical field to build rapport with your audience.

Having a presence on social media will help you connect with potential clients. Two of the many social media sites you can penetrate are Facebook and LinkedIn. There are about 2 billion active users on Facebook alone, and on LinkedIn, there are around 300 million users. Of course, not all these active users can be your potential clients, but you will most likely find your market in these numbers.

Today, Facebook is one of the biggest social networking sites there is. This platform can help you create brand awareness and drive traffic to your website. It offers several features that can be useful in building your pipeline, such as commenting or liking a post, promoting events, and creating groups connected to the products you sell.

While Facebook is more of a casual networking site, LinkedIn, on the other hand, is more professional. You can showcase your awards, education, work experience and even hobbies in your LinkedIn profile to connect with other like-minded clients and professionals in the indsutry.

  1. Mobile Devices

Mobile devices such as cell phones or tablets provide medical sales representatives a way to reach prospects or existing clients anytime, anywhere. You can communicate with these devices through calls, text messages or emails.

You can also use visual presentations with your clients by sharing videos or graphics that may build up your pitch. Additionally, there are any easy-to-use payment platforms that allow your clients to provide payment in just a few clicks.

  1. Apps

Medical sales representatives can maximize the use of their devices with apps they can easily download on their devices. Here are a few of the best apps for medical sales representatives available:


Beaconstac is a QR code generator that can be very helpful for medical sales representatives who want to create custom QR codes they can use for marketing. QR codes can also replace a traditional business card.

Beaconstac’s vCard QR codes also allow you to add QR codes to traditional resources like business cards and flyers. Doing so will allow prospects and existing clients to save your details on their smartphones in an instant.


Medical sales representatives often track their expenses for their reimbursements. Expensify is a great tool to automate your expense reporting. This can also be useful not only to sales reps, but also to their employers. This app is available for both iOS and Android mobile devices.


Many medical sales representatives struggle with time management, especially when they have multiple meetings and tasks lined up throughout the day. With Mapview, you can plan your route to any destination, which can be helpful when employees make daily sales trips.

Planning your route will help you efficiently plot schedules for a day. You can map all your appointments with Mapview to see the best paths to get to your different destinations on time.

This mobile app is only available for download on iOS devices, and you can subscribe to their services for $11.99 a month.

RELATED: 10 Inside Medical Sales Representative Questions and Answers

  1. CRM Platform

Customer Relationship Management (CRM) platform is a tool you can use to track important details such as customer information and prospects, all in one location. You can craft sales funnels according to your needs and group leads to help you achieve faster revenue.

Using a CRM platform can also save you a lot of time filling out details after every meeting. Instead of having separate files and documents for each client, a CRM allows sales reps to access all their clients’ information in one place.

  1. Marketing Automation

Marketing automation tools can help you nurture prospects through emails or by manually posting content to your social media networks. Medical sales reps often have hectic work schedules, juggling tasks such as client meetings, finding new prospects, and maintaining a social media presence.

Marketing automation can help you better engage with your prospects, schedule and publish social media content and send out emails. You can also use this tool to easily track analytics and engagements, so you can easily identify what works for you and your clients.

Managing your tasks as a medical sales representative can be challenging. This list of tools and resources can help lighten your workloads, and in turn, make you more productive, less stressed and better at your job.

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