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5 Tools for Every Busy Medical Sales Rep

Meeting your sales goals requires the use of a number of different tools. These digital tools are useful in more ways than one. They can help you track your progress, capture new customers, organize information and more.

If you want to be successful and meet your goals in the coming year, then it’s time to download these apps and digital tools in order to get organized and get things done. The sooner you get started, the better, since changes in your routine and processes become habits fairly quickly.

5 Tools for Every Busy Medical Sales Rep

To help, we’ve compiled a list of the top five tools for every busy medical sales rep.

1) Pipedrive

The sales pipeline tends to start out large and then get smaller as you get closer and closer to making a sale. Although you could set up a sales funnel on paper, it’s easier to arrange it via a computer system and app that allows you to automate certain tasks and send yourself reminders.

This is where Pipedrive comes into play. This app is designed to take your sales funnels and make them more accurate, easier to use and automated, so that nothing slips through the cracks. Complete with customizable dashboards and more, you can track all of your leads, sales and more here.  


With a number of different options when it comes to functionality, you can easily set up in order to track everything from your client captures to your upcoming appointments. You can set up a board for each client, each particular product or even each type of task, and then color code everything accordingly. You can connect boards to each other so that a status will change when something is done on one board, and even transfer information back and forth fairly easily.

If you want a system that’s customizable and designed for your exact needs, then will work best for you.

3) Expensify

Most, if not all, sales reps can expense certain things, from gas receipts to meals spent with clients. Tracking these expenses, on the other hand, can be tricky. What do you do with all of those receipts? Do you go digital and hope that you don’t miss one in your inbox? Or do you use physical, old fashioned receipts and hope that you don’t lose one?

This is where Expensify comes in. It can handle everything from scanned in receipts to digital ones, and you can even get an Expensify card that you use for purchases, which then end up in the app where you can easily classify them.

4) MapView

Planning out sales routes can be tricky. You can always do things the old school way by plotting out locations on Google Maps and hoping for the best, or you can use a tool designed to make setting up a physical sales route easy.

MapView is the latter option, which can save you both time and money (especially in gasoline purchases.) Insert the locations that you plan to visit, and the app will put together the best route for you. All that you need to do is follow along.

5) Zoom

If you need to hold meetings virtually, from just about anywhere, then look no further than Zoom. This online meeting tool gained popularity during the pandemic, and now it’s a staple for businesses everywhere. Designed for a variety of systems, you can download the Zoom to your smartphone, tablet, or computer, and can even call in, should you just need to voice chat. People in the call can see your shared screen, leave comments, and share files via the app. Thanks to Zoom, those sales calls and presentations are easy to set up and host.

Bonus Tools

Although the five tools listed above are incredibly useful, there are some additional digital tools that you may find yourself needing to use every day.

You may want to spend some time getting to know PDF editors, Google’s suite of programs that include documents, sheets, and more,and finding ways to take notes via your phone, storing them on an app like Google Keep. All of these tools accompany the ones listed above, and they can help you turn your sales contacts, information, and funnels into an organized and efficient master process.

Making the Most of Your Sales Tools

With so many sales tools out there, you might be wondering which ones are the best. After all, the ones on this list overlap a little. There’s a reason for that: you may not need all of them. It’s up to you to determine which tools best fit your needs, so you’ll have to do some trial and error.

That’s why there’s no time to waste – give these tools a try and see how they make your life as a sales rep easier.