Learning ,Contributing and Developing

Sales | Business Review Template

noreply@blogger.com (Satya Mahesh) — Sat, 02 Aug 2025 04:34:00 +0000

We all know that good Effective business reviews bring us the Planned , Progressive and Profitable Sales

Here is a Business Review Template you may consider using for your business reviews.

Effective reviews Improve productivity . Consider the following Basics

Pre Review :

Ask for pre-read material - ensure receipt of slides 1 day in advance
Check for action Points done | Not done
Create notes - Key questions to be asked

During the Review :

Understand : What worked – what did not work
Appreciate good outcomes – Clarify expectations
Identify risks – create mutually agreed action plan

Post Review

Communicate Action plans – what to do – who will do – by when
Create periodic follow-up meetings
Appreciate and encourage progress

Your business and your review priorities may be different, and so, Add, Delete, Adopt & Modify (ADAM) the presentation to suit your brand.

Adding live camera feed into your PowerPoint Presentation

noreply@blogger.com (Satya Mahesh) — Fri, 01 Aug 2025 07:12:00 +0000

DIGIPIN : The NEW Digital Address system in India - How It can help Pharma in India

noreply@blogger.com (Satya Mahesh) — Thu, 05 Jun 2025 03:42:00 +0000

Joint Field work in Pharma - a CHECKLIST for Managers

noreply@blogger.com (Satya Mahesh) — Thu, 05 Jun 2025 03:41:00 +0000

Revenue Recognition in Pharma - Accounting Standards

noreply@blogger.com (Satya Mahesh) — Thu, 05 Jun 2025 03:40:00 +0000

Pharma Brand Plan template to spark your thoughts to create a plan that achieves Planned, Progressive & Profitable sales

noreply@blogger.com (Satya Mahesh) — Tue, 26 Nov 2024 10:54:00 +0000

Hello !

As we approach the year end , it's time to create brand plans for the upcoming year.

Crafting a successful brand plan involves understanding market & brand dynamics, designing the right strategies & tactics, and meticulous planning.

These templated slides are meant to spark your thoughts to create a plan that achieves Planned, Progressive, and Profitable sales.

While some may find it exhaustive and others may think it's all over the place, the goal is not to create a perfect brand plan template — such a thing doesn't exist.

Each market, brand, and phase of a brand's lifecycle is unique.

Hence , Add, Delete, Adopt & Modify (ADAM) to suit your brand.

A Simple, easy to use PowerPoint Template for Business presentations

noreply@blogger.com (Satya Mahesh) — Tue, 26 Nov 2024 10:48:00 +0000

Leadership Essentials

noreply@blogger.com (Satya Mahesh) — Tue, 26 Nov 2024 10:39:00 +0000

VUCA World and Digital Transformation - Presentation at world Brand Manager's Day 2nd Jan 2022

noreply@blogger.com (Satya Mahesh) — Mon, 03 Jan 2022 03:43:00 +0000

Sales Forecasting for All

noreply@blogger.com (Satya Mahesh) — Fri, 18 Jun 2021 06:50:00 +0000

The Pharma Dialogue - Covid Times

noreply@blogger.com (Satya Mahesh) — Thu, 03 Dec 2020 16:42:00 +0000

Crystal Ball : Pharma & Healthcare

noreply@blogger.com (Satya Mahesh) — Fri, 15 May 2020 15:52:00 +0000

2020 AC After Covid19

Seven commonsensical predictions

Pharma : Two clear roles in near future – the Sales Rep and "Medical" Rep
Pharma's new buzzword will be "Diversify"
Chemist chains and e-pharmacies will embrace tele-medicine to sell more
Tele-Medicine kiosks new Business opportunity for pharmacists and nurses
More Point of care diagnostics & Wearables sales will reach newer heights
Tele-medicine beyond boundaries – new medical regulation will emerge
Medical tourism: Temporary decline but steadily will increase.

WFH & Pharma - a dozen do-ables

noreply@blogger.com (Satya Mahesh) — Wed, 22 Apr 2020 04:02:00 +0000

What Medical representatives can do at home?

Learn how to search using Google and Learn how to search for Medical information
Download apps - Use them:

Kindle; Podcasts ; IQVIA sales view; Ted and Ted-ed ; Flipboard; Microsoft office; Digilocker; Google Drive; Khan Academy; Microsoft ToDo; Google Keep Slide share and Linkedin

Learn Top Basics of Excel and PowerPoint
Join a MOOC - Finish a course for yourself and your satisfaction
Correct doctor's List/ Address / Phone Nos / Pin-code / Collect Info - Doctor's Profile (key interests)
Therapy Challenge - Challenge your colleague with a good Video detailing or a Minute speech on your favourite brand and Therapy/disease
Share an Idea with the company - be an intrapreneur/ share success stories to learn from / Listen to colleagues
Think...write down - what can be stopped and still be productive
Eat Moderate - Start exercise - Meditate a bit
Watch a film a day with your family
Give time to the doctor to recoup with Corona stress - contact only if you have personal rapport. enquire about their safety. sincerely appreciate their efforts - ask if you are of any professional help - Do not sell your products!
Read about Coronavirus and COVID 19 and challenge Fake news on social media - Your Non-pharma Friends and relatives will respect you.

What organizations can do:

Communicate internally - Communicate to give clarity - assure people – Do not communicate - only to give work!
Do not pressurize FF on digital reach - if you cannot..they also can not
Do not over Do training and testing people knowledge and skills
Think for next 3 Months – give the training that’s useful
Teach some meditation online! Find out ways …
Ask for ideas - conduct Interviews - learn how can you be a better Employer – recognize good contributions
Conduct internal interviews – a good time for better assessments
Show them some fun free stuff like – High 5 Test
Genuinely extend professional help to the doctor
Gamify - enjoy the games – do not use games for assessments
Do a Webinar Star award... Do a Talk show with Leadership-Champion your Values?
Don’t think how to cut people – but optimize vacancies – Optimize un-productive work. Let your people know that you value them. Tell them that digital is additional support, touchpoint to Human interaction, and make them partners in future digital initiatives

What Brand Managers can do?

Go Back to Basics: If you can not answer 2 out of these 3 Ques- Go back to Basics

Difference between - Pandemic, Epidemic, and Endemic?
Define: Prevalence and Incidence?
Explain the Hierarchy of evidence

Learn Excel
Learn PowerPoint
Master the formulae for metrics - Learn to write a Business Plan
Learn to create P&L for your brand
Learn a bit of Stats - a Major part of Marketing is Mathematics
Learn Data visualization techniques
Watch Ted and More of Ted-ed
Read and follow Pharma KOLs
Read More about Evidence-Based Medicine
Read and Learn about Corona Virus and Covid-19 seriously
Complete courses on digital - start with free courses

Google Digital unlocked
Complete the course: Artificial Intelligence Full Course - Edureka

10 Check points : Health of a Sales organization for Sustainable performance

noreply@blogger.com (Satya Mahesh) — Sun, 29 Mar 2020 05:26:00 +0000

Planned, Progressive, and Profitable Sales.
Company’s relative Market Share %
Mix, Span and Consistency of its brand's performance
Risks and mitigation plans
Basic selling processes and adherence to compliance
How many hours of training each employee gets to improve them?
Execution in short term, Strategy for midterm and values in long term
Leadership that displays Authenticity and cares for the growth of employees
How many employees are Happy Employees-Happy to work and have a sense of achievement and are being recognized for their contribution?
The organization earns profits - genuinely keen to give back a portion to the community

Medical Representatives – Can they be Corona Warriors?

noreply@blogger.com (Satya Mahesh) — Sat, 28 Mar 2020 07:01:00 +0000

~ 4 Lakh Medical reps work in India :

They know the basics
They are trained
They have personal report with doctors
They know how the health care operates

Can the Pharma organizations and government use their services to serve in this difficult situation to contain Coronavirus spread? Can OPPI /IDMA / IPA and Other associations get into talks with Govt and offer their help and services through Med reps ?

What is to be done?

Reach out to organizations – Reach out to associations – Reach out to Trade unions.
Request their permission to give their field force to serve the Public under the guidance of Doctors.
Invite and Join the sales force on Video conf . Give them One-day training on how to contain Corona Virus
Give them a skill. They will learn it fast
Certify them as trained Corona Volunteers to serve the public at large
Provide them all disposable protective gear.

What can Medical Reps Do?

Deploy them at clinics to screen Patients and identify possible corona infections.
Deploy them to offer public education on social media.
Deploy them with doctors to help healthcare professions.
Deploy them and certify them to Manage the supply chain of essential medicines.
They can be used for the transport of samples and medicines since all of them have personal transport
Each rep will be given a list of 200 houses to monitor on a weekly basis. Anyone showing symptoms of Covid will be picked up and informed by government agencies
Daily allowance to be paid by the government. Salary by employers.
All they need to be given is personal protection clothing and IR temperature monitor.
If IR not available Digital devices to be used

Of course, everyone should be given a choice to volunteer or not to - leave it to them to decide!

Credits: Parthasarathy Ponguri

Best apps to Learn and be Productive

noreply@blogger.com (Satya Mahesh) — Fri, 27 Mar 2020 15:37:00 +0000

Here is the list of Apps for Medical Reps and Other Sales professionals

Google Primer
SlideShare to Learn from presentations
Kindle to read books on a smartphone
Google Podcasts to listen and learn
Ted Videos - to get motivated !
Flipboard for News around the world
Microsoft office - for the docs on the go
Digilocker - for your Personal docs - Govt of India
Google Drive - Your document repository
Office lens - Scan / whiteboard Photo
Microsoft TO-DO - ToDo list - sync with your list on your computer!
Google Keep - Lists and reminders
LinkedIn - Connect and Learn
Khan Academy : Learning on the go
Any Books : Free books on Mobile
HBR Idea Cast : HBR Podcasts
High 5 Test : Know your key strengths
MOOCs - massive open online course.
Youtube - one of the best learning app!
Games apps : Peak - Brain games and Training
Games apps : Elevate
Pharma

IQVIA Sales View : Pharma sales Info and insights
MedicinMan- Field force Excellence

Deployment of Field force,S&T and KPIs

noreply@blogger.com (Satya Mahesh) — Sat, 23 Dec 2017 06:18:00 +0000

Sharing my presentation during MedicinMan Anup Soan's "How to create winning Sales Organization' conference on 20th Dec 2017 ,Mumbai

Workshop Leader : Mr. Deep Bhandri
Section: Understanding Territories and Deployment
Topic : How to Deploy Field force, Segmentation, and targeting of customers and key performance indicators.

Keep Calm and Measure Run Rate

noreply@blogger.com (Satya Mahesh) — Sun, 25 Sep 2016 12:41:00 +0000

It is important to review sales progress periodically and assess the possibility of reaching the objectives by year-end and act accordingly.

If the progress is good, one may have to maintain the trend else take corrective actions by planning interventions to ensure that the sales objective is achieved.

Among many techniques used, one important technique is measuring run rates.

Run Rate simply gives you the average sales achievement for

Last 3 Months ( 3 Month Run Rate) or
Last 6 Months ( 6 Month Run Rate) or
Last 9 Month ( 9 Month Run Rate) or
Last 12 Month (12 Month Run Rate) or
YTD run rate ( Start of the year - till this month Run Rate) and also
Expected Run Rate or YTG (Year to Go) Run rate.

This simple analysis gives you an idea about the probability of you achieving your annual Sales objectives. Depending on the analysis, you can plan your interventions.

One important point to note is that well-established seasonality exists in sales of some products /Brands and this seasonality may have to be taken into consideration while assessing the probabilities.

Here is a simple tool, to help you assess your Run rates in short term ( 3 Months ) , Mid-term( 6 Months ) , Long Term( 9 months ), and Loong term( 12 Months ). It also provides you YTD and YTG Run rates for your assessments.

The Excel-based tool is simple to use. Download the Excel file here.

Instructions to use MS-excel are given in the Excel file itself.

Hope you will find the simple tool useful.
Download the Excel file Here

What is the size of each slide in my presentation ?

noreply@blogger.com (Satya Mahesh) — Thu, 28 Jul 2016 05:59:00 +0000

Identifying the slides that are increasing the size of my presentation

You have just finished a 'killer' presentation with lots of “Images” , “Logos” and about to send the presentation to your boss.

You realize that it’s quite a big presentation in size and is about 20 MB.

You cannot send such big files on mail !!

Now , you need to understand and modify the slides to ensure that the size does not exceed 2-3 MB.

What do you do ?

Go slide by slide and compress pictures?

There is an easy way out….

Try this…

Go to File >> Save &Send >> Publish Slides >> Publish Slides
Once you Publish the slides, each slide gets published as a presentation itself so you will be able to know the size of each slide.
Identify the slides and compress the images.
For step by step details take a look at the presentation.
Try a Bonus Link: How to Give a Killer Presentation : HBR

What is the size of each slide in my presentation ? from Satya Mahesh Kallakuru

PDF,PDF and more PDFs

noreply@blogger.com (Satya Mahesh) — Sat, 25 Jun 2016 17:41:00 +0000

There are innumerable online PDF Utilities .....All you have to do is Google!

You may consider to use them as if the content is not confidential.
Here is a list of most common challenges while working with PDFs and their solutions.

Compress a PDF : Try Small PDF and PDFCompress
Split PDF into 2 or more PDFs : Small PDF
Merge 2 or More PDFs into One File : Small PDF
Conversions : Small PDF
To Unlock Restrictions in a PDF : Try PDF Unlock
To Protect your PDF : Try PDF Protect
Most of the Utilities are with FoxyUtils

FoxyUtils is the swiss army knife for PDF

PDF to Excel : A very useful tool that can reduce hours of work into minutes :

Try Small PDF or
Free PDF Converter or
Online2PDF

Create Fillable PDFs from existing PDF Forms : try PDF Escape
Portable PDF tools on your Machine ( Install with-out Admin Rights)

PDFTK Builder Portable : Modify, split and watermark your pdfs and
PDF Xchange Viewer : PDF Vier with a Capability to Save Fill-able forms

Install on Computer : PDFill PDF Tools : FREE PDF functions to merge, split, reorder, delete, encrypt, decrypt, rotate, crop and reformat PDF pages, to add information, header, footer and watermark, to convert images to PDF, PDF to images or PostScript to PDF, to delete, flatten and list form fields, to scan to pdf, to create transparent image, and more.
Remove Password from a PDF file:

Simply, Drag and Drop it into Chrome browser.
Give your Password and through Chrome Browser's Menu and Print the file.
This Print command allows you to save the file as another PDF now.
Change the file name and save it as another PDF file.
This new file will be created without the password.
This simple method works for most of the files.

Password protect your Pendrive or any drive

noreply@blogger.com (Satya Mahesh) — Sat, 25 Jun 2016 15:56:00 +0000

BitLocker is a disk encryption feature included in most of the recent Windows editions.
It helps you encrypt your drives and lock it with a password.
Its easy to use.
Here are simple steps to follow.
Step 1: Right Click the Drive to encrypt and lock
Click Turn onBitLocker

Step 2:
Type your Password

Step 3: Save your Recovery Key as a file…. To use if you forget password

Step 4:
Now, Click to Encrypt your drive

Step 5:
wait till Windows BitLocker Completes Encryption…

It may take some time depending on the content of the drive

Once your drive is Encrypted and Locked, you need to use your Password to Open the Drive

How to Save your PDF book to Kindle Edition

noreply@blogger.com (Satya Mahesh) — Sat, 25 Jun 2016 05:15:00 +0000

If you wish to save some of your PDF files and Other books in PDF format onto your Kindle, here is a simple way to do it.
Mail It to your Kindle ID!
Every kindle account comes with its own mail id.
Usually, it will be username@kindle.com
PDFs can be converted into Kindle format. All you need to do is mention Convert in the subject line of the mail.
In fact kindle supports many file formats .. here is the list

Microsoft Word (.DOC, .DOCX)

HTML (.HTML, .HTM)

RTF (.RTF)

JPEG (.JPEG, .JPG)

Kindle Format (.MOBI, .AZW)

GIF (.GIF)

PNG (.PNG)

BMP (.BMP)

PDF (.PDF)

Making SFE Work for Field Force

noreply@blogger.com (Satya Mahesh) — Wed, 17 Feb 2016 10:37:00 +0000

Presentation during #FFE2016 organized by Medicin Man Mr.Anup Soans - 16th Feb 2016 on "Making SFE Work for Field Force" FFE 2016

Making SFE Work for Field Force - FFE 2016 from Satya Mahesh Kallakuru

How to print a webpage without all the Junk and Ads?

noreply@blogger.com (Satya Mahesh) — Fri, 17 Jul 2015 03:21:00 +0000

Want to save a Webpage? want to print a webpage?

Most of the web pages contain numerous ads and unnecessary images. Printing the webpage as is wastes a lot of Ink and Paper...

The simplest way to do so is to use a website called Print Friendly.

https://www.printfriendly.com/

All you need to do is copy and paste the URL ( the web page address) and click Print Preview.

Bingo...you a get a clean, neat printable format without all the junk.

You can remove images if you want and make it only text.

Well, you can also increase or decrease the text size ( font size ) !

You can also send the print-friendly version as an email or save it as PDF and of course, you can also print!

Read about it in their own words....

PrintFriendly cleans and formats web pages for a perfect print experience. PrintFriendly removes Ads, Navigation and web page junk, so you save paper and ink when you print. It's free and easy to use. Perfect to use at home, the office, or whenever you need to print a web page

Here is how the page looks like.

Now, take a look at the Original web page and Print-friendly outcome.
This is before Print-friendly - shown as is with ads and Junk

Here is with print friently. Feel the difference :-)

MY 200 th Post on LCDing : SFE,What every pharma sales professional should know ?

noreply@blogger.com (Satya Mahesh) — Sun, 15 Mar 2015 03:37:00 +0000

I am glad that ...this is my 200th post on LCDing.
Here is my presentation at FFE2015 organized by Medicin Man, Anup Soans on 14th March 2015 at Hotel Westin,Mumbai

SFE, What every pharma sales professional should know ? from Satya Mahesh Kallakuru