District Sales Agent

A Day in the Life of Teressa McCord, District Sales Agent - Tulsa, OK

7:30...Working from home office this morning preparing for an 8:00 AM conference call with two Regional Vice Presidents from our Collections Division.

8:00...On a conference call with two Regional Vice Presidents from our Collections Division to work together on a presentation to cover one of our services for one of my largest clients (Meeting with the client over lunch later this morning). The client has a new executive administrator that is not that familiar with our service and our technology has changed rapidly, so I want to be sure I'm up-to-date and the Regional Vice Presidents have agreed to assist me. Also, following the meeting, the presentation material developed will be pushed to marketing to prepare for use by the field.

9:00...In preparation for the lunch meeting, I'm reviewing the client's account from my client management portal where I printed reports that demonstrate the activity and the additional revenue stream our service is generating for the client. I'm also fielding a few emails and phone calls to service a few of my clients.

10:00...Got on a phone call to support a new rep with getting one of his marketing spokes going. The rep was the recipient of a contest I ran last month where the highest volume of prospects presented won a 500 piece mailer. We're working together utilizing the lead generation service provided by the company and reviewing the marketing materials the rep selected. H's going with a vertical mailer marketing campaign to dentists highlighting our new integration with dental software. We also discussed his new heart center client and the impact it would have to his growing business.

11:30...At lunch! Five of us, including one of my reps, has a learning/training opportunity. This is one of my best (and most fun!) clients. They have been with us since 2004 and have referred many other businesses to me that have also become clients. They even referred me to their software provider where we've worked together to develop a partnership to market the integration of our service within their software to their other clients. Today we are securing our relationship with the new guy helping him understand the value of our service by increasing their cash flow and reducing their cost and FTE time spent on collections.

1:00...In the office for a Division wide launch call for our new Dental Collect Interface. This will secure our place with existing clients and open the doors for me and my reps to grow our businesses. Our entire team is planning their marketing campaign for new dental clients around this launch. We are strategizing how our team can win the contest for the most clients set up!! We love contests!!

2:48...The BELL is ringing!! A new rep in our office just came through the door and rang the bell to signify he has just signed on a new client. We're high-fiving and listening to the story on how he got the lead and how excited the client was to get started using our service.

3:00...Webinar with a new client interested in our service. The lead came from a follow-up phone call to someone I met at a medical conference in the spring. The timing wasn't right when we spoke in the spring, but now they are looking to make a change and she likes the relationship and credibility of our company with national associations like the MGMA, HFMA and AMA.

3:50...Yes! Received an email from someone I contacted last week with their available times for a meeting to learn more about our service!

5:30...Just finishing up with a support center request to service a few clients that wanted special reports or changes to their setup. Also, looking over my schedule, planning my day and making a list of everything I need to accomplish tomorrow.