Sales Materials & SharePoint

PRA established a  dedicated SharePoint subsite for all sales and marketing materials.  Sales and marketing team members are granted Read permissions, meaning they can view and copy documents, while sales and marketing managers are granted Edit permissions, meaning they can add, delete, and make changes to most site materials.  The documents that managers can not change are password protected.

File folders hold sales and marketing materials by physician type (e.g. dermatologist, ophthalmologists, etc.), Medicare, Medicaid, and third party  insurance providers.  General documents, such as PRA’s letter head, are listed separately on the sales and marketing page so that they can be downloaded for use.

PRA uses SharePoint’s Newsfeed capability to announce changes or additions to sales and marketing materials.  Therefore team members are always up to date on both the latest materials and the firm’s sales and marketing themes.

 

Sales Main Page

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