Written by Connie Esler
Having had some experience in Shopper Marketing, I realized that certain aspects of shopping in retail are like detailing a sales aid.
It may sound odd since shopping and being detailed are such different experiences, not to mention shopping can be more fun than presenting a sales aid….sorry. However, understanding the similarity of key functional needs of both situations allows that comparison, and putting shopper principles to use could be helpful in providing a more engaging experience for the physician when the sales rep is presenting a sales aid.
There are three functional needs a person has as they experience a shopping environment:
- Navigation
- Education
- Inspiration
Let’s think about a time when you are new to a store. Navigation is about a retailer supplying clear signage, store layout and good direction that help you easily get around the store and to the product you’re looking for. Once you’ve found the item, how can the package, category, environment or personnel provide additional information to clarify or support your decision (Education)? Once you’ve made your selection, you have time to relax, pause and look around to become Inspired by finding something new or unexpected.
Often the shopping experience is not as fun or engaging as it could be because there are barriers in one or more of these “need” areas. If solutions aren’t created to address the barriers, shoppers may leave the aisle or store and not even get to where they were headed, much less be educated or inspired. An example of this is the cereal aisle, which in most stores is long, massive and sometimes takes up both sides of the aisle. Other than a sign above the aisle highlighting “cereal,” there are usually no other points of navigation guiding shoppers to their desired products.
Thus, the shopper is left to their own methods of navigation, and most have learned through experience that cereal is grouped by manufacturer, kids’ cereals are on the bottom shelves, healthier cereals are on the top, and Cheerios are usually found in the middle of the aisle. People go to the brand they’re looking for, grab it, and leave because nothing else about the aisle is capturing their attention or imagination. Cereal manufacturers and retailers are letting consumers set their own course rather than helping to improve their experience by; providing more information to help educate, creating a more engaging aisle through imagery or layout, or making it easier to see what’s new rather than simply reading “new” on the box or relying on the end aisle display. In the end, any of these changes would translate into more money being spent.
Instead, manufacturers and retailers allow the barriers of little signage, long aisles, and a confusing multitude of flavors to negatively impact shoppers’ experience and shorten their time in the aisle.
So how does this apply to a sales aid? In grocery shopping, a person thinks about what they want to get or writes a list, then decides which store(s) to visit to accomplish the task. Reps have to plan out their day and think about what they need to cover with each HCP visit. When in the store, a person generally wants to be as efficient as possible, to easily navigate through the aisles and find what’s on the list, relying on signage to guide them when the store is new to them. A sales rep has to navigate through a sales aid to be prepared for the discussion, particularly with a first time call, or move to the right piece of information to make a point or answer a question.
Quickly and easily covering the key points a rep wants to make, the rep can talk about or show something else that furthers the HCP’s knowledge of the drug or device. Similarly in the grocery aisle, if a shopper easily finds their item, there is time to read the package or gather other information nearby which educates the person on the brand or even other products.
The last functional need is inspiration. Manufacturers and retailers love it when a shopper finds what is on the list, gets the information needed, and then takes a breath, relaxes and looks around to see what’s new and adds an unexpected item into the cart. A sales rep feels rewarded when after making an initial point and successfully answering questions, the doctor has a moment to reflect about his or her patients, and is openly inspired by the conversation with a final thought.
If any barriers arise during the detail, for example; the entry into the discussion isn’t as relevant as planned, the sales rep can’t quickly get to information to answer a question, the doctor doesn’t have time to talk or quizzes the rep, the process breaks down and the three functional needs of navigation, education and inspiration will suffer or not be met. Ideally getting to the point of “inspiration” allows the sales rep and HCP to feel good about what was accomplished.
So the next time you are out shopping, you might observe what is really helpful, or what barriers you come across in your experience, and think about how those things could apply to developing a better sales tool.







