Development of a Digital Sales Enablement Platform for Medical Equipment Sales Teams

Sales teams frequently spend extensive time traveling and preparing relevant sales and marketing materials, such as brochures, videos, and PDFs, which are often printed in advance, leading to high costs and risk of materials being lost or discarded. Additionally, current methods lack efficiency in updating, sharing, and presenting materials, especially in environments with limited internet connectivity, reducing overall sales productivity.

A mid-sized medical device manufacturer specializing in respiratory therapy systems, seeking to streamline and digitize their sales and marketing material management for field sales teams.

• Create a centralized, easily maintainable digital repository for sales and marketing materials.
• Develop a mobile-friendly app that allows sales representatives to access, present, and download materials offline in diverse environment conditions.
• Enable sales reps to compile presentation materials into customizable lists for client meetings and send these via email directly from the app.
• Reduce printing and material costs by transitioning to digital, up-to-date content delivery.
• Enhance sales team efficiency by enabling quick updates and streamlined access to resources, improving engagement and client interaction.

• A headless content management system to store and organize brochures, videos, PDFs, white papers, and images, with easy update and maintenance functionalities.
• A progressive web app (PWA) optimized for tablets, supporting offline access and synchronization when internet connectivity is available.
• User authentication linked to corporate email accounts, with role-based permissions for content access and editing.
• Ability for users to view, browse, and sort materials in a list or grid, with seamless scrolling and search functions.
• Feature allowing users to create and customize presentation material lists, download them for offline use, and email complete presentations to clients.
• Capability for users to update content dynamically by uploading new materials to the CMS.

• Content management system to handle storage and updates of sales materials
• Email service provider to facilitate sending presentation lists to clients
• User authentication and permission management systems

• Scalability to support a growing repository of materials and increasing number of users
• High performance with fast load times and responsive offline browsing capabilities
• Data security and access controls to protect sensitive content
• Reliable offline mode with seamless synchronization once reconnected
• Usability optimized for tablet devices used in diverse field environments

The new digital sales material platform is expected to significantly reduce preparation time and material printing costs, enabling sales teams to spend more time engaging with clients. With easy updates and offline availability, the solution aims to improve presentation quality and consistency, thereby increasing sales effectiveness and customer satisfaction. Additionally, it will facilitate rapid content refreshes and distribution, supporting a more agile sales process and potentially boosting overall revenue.