{"id":56627,"date":"2021-03-04T11:17:34","date_gmt":"2021-03-04T10:17:34","guid":{"rendered":"http:\/\/www.veeva.com\/eu\/?p=56627"},"modified":"2025-05-16T15:42:16","modified_gmt":"2025-05-16T13:42:16","slug":"practical-coaching-tips-for-digital-field-success-in-a-virtual-setting","status":"publish","type":"post","link":"https:\/\/www.veeva.com\/eu\/blog\/practical-coaching-tips-for-digital-field-success-in-a-virtual-setting\/","title":{"rendered":"Practical Coaching Tips for Digital Field Success in a Virtual Setting"},"content":{"rendered":"<p>A digital approach to selling gives field teams more adaptability, but the transition can be challenging.<\/p>\n<p>As a commercial leader at a large biopharma, I transitioned my sales team to a hybrid digital model through hands-on implementation and developing a coaching model with trial and error. Under this new model, my field teams now have the flexibility to engage the customer exactly when and where they prefer: whether it is at home, at an office, or in a parking lot.<\/p>\n<p><strong>Coaching for Digital Excellence<\/strong><\/p>\n<p>One of the biggest challenges that the sales team faced was a belief that our customers would not adapt to digital channels. However, <a href=\"\/digitalexcellence\/\" target=\"_blank\" rel=\"noopener noreferrer\">Veeva Pulse data<\/a> shows that the average duration of a <a href=\"\/eu\/products\/crm-suite\/engage\/\">Veeva CRM Engage Meeting<\/a> was 19 minutes globally in 2020, suggesting that there were substantial opportunities to engage digitally with HCPs.<\/p>\n<p>To build the field\u2019s confidence and allow them to take advantage of these digital engagement opportunities, we devised a training system that helped the field teams frame the same selling principles they already know in a digital space.<\/p>\n<p>We came up with an acronym, GREAT, that the field teams could use to guide their digital interactions. These five traits&mdash;growth mindset, reset expectations, empathy, anticipation, and telegenic personality&mdash;helped ground the field as they went into uncharted territory.<\/p>\n<p>Field teams who embodied the GREAT qualities were most successful in unfamiliar situations, such as periods of reduced physical access to customers.<\/p>\n<p><strong>Managing a Virtual Ride-Along<\/strong><\/p>\n<p>The digital model allows for more flexibility in managing my team. I can conduct two virtual ride-alongs over <a href=\"\/eu\/products\/crm-suite\/engage\/\">Engage Meeting<\/a> in a day, which gives me more coaching time with more team members in different geographies.<\/p>\n<p>I learned to maximize the time I had with field teams on virtual ride-alongs. I\u2019d block out time for engagement planning and post-call feedback for every Engage Meeting, just like on a face-to-face call. It was also crucial to stay engaged throughout the entire process, even when waiting for the customer to join, to better guide the field team.<\/p>\n<p>A tip for virtual coaching is that the manager should always introduce themselves when hopping onto a field team\u2019s virtual call and participate in the conversation when needed. Staying silent can make the customer feel uncomfortable because someone is \u201clistening in\u201d on the exchange.<\/p>\n<p><strong>Normalizing Digital Interactions for Sales<\/strong><\/p>\n<p>The next goal is for my team to view digital channels as a default part of their toolkit, not just as a backup for when they can\u2019t see customers. I want the team to understand that they can use digital channels to better meet the customer\u2019s needs.<\/p>\n<p>We have incorporated a tactic to get field teams into the right mindset about digital channels: setting expectations with the customer about communication preferences. However, instead of asking if the customer prefers face-to-face over digital, the field team should ask what the customer\u2019s desired ratio of face-to-face versus digital is.<\/p>\n<p>This lets the field teams frame digital as a first option and helps them remember to follow through via an agreement with the customer.<\/p>\n<p>Moving forward, we want digital to become a reflex for the team as they adapt to a hybrid digital mentality. Though we\u2019re still fine-tuning our methodology, the changes we made in our sales model have already led to more flexibility and success with customer interactions.<\/p>\n<p>Looking for more practical tips to accelerate your digital strategy? Get our <a href=\"\/eu\/resources\/guide-to-digital-hcp-engagement\/\">Guide to Digital HCP Engagement<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A digital approach to selling gives field teams more adaptability, but the transition can be challenging. As a commercial leader at a large biopharma, I transitioned my team to a hybrid digital model through hands-on implementation and developing a coaching model through trial and error. <\/p>\n","protected":false},"author":80,"featured_media":56628,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"product":[997,999],"area":[972],"coauthors":[1640],"class_list":["post-56627","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","product-crm","product-digital-engagement-engage","area-commercial"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/posts\/56627"}],"collection":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/users\/80"}],"replies":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/comments?post=56627"}],"version-history":[{"count":8,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/posts\/56627\/revisions"}],"predecessor-version":[{"id":84238,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/posts\/56627\/revisions\/84238"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media\/56628"}],"wp:attachment":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=56627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/categories?post=56627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/tags?post=56627"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/product?post=56627"},{"taxonomy":"area","embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/area?post=56627"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/coauthors?post=56627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}