SBM Field CRM
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Calvin Roberts
‹
›
$0 / mo
Projected from active surgeons
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$39K floor
Home
📅 Weekly
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--
Actual MTD
--
Target
--
Gap
LAST WEEK
🤝 Surgeon Activity
🚗 Distributor Visits
THIS WEEK
✅ Committed Actions
⚠️ Pipeline Needs Attention
🚗 Distributor Visits Planned
🎯
Surgeon Pipeline
Your active relationships — update stages as you progress
📋
Activity Log
Every surgeon interaction you've recorded
🔍
🚗
Distributor Trips
Plan visits · Log outcomes · Track ROI
Week of
📊
My Scoreboard
Auto-calculated from logs —
Monthly KPIs
Live from activity log
Quarterly Goals
➕
Potential Distributor
Complete in the field · exports PDF · saves to CRM
Clear Form
ENTITY / AGENCY
AGENCY NAME (LEGAL ENTITY) *
CONTACT NAME
ADDRESS (PRINCIPAL PLACE OF BUSINESS)
CONTACT EMAIL
PHONE NUMBER
TERRITORY — EXHIBIT A
TERRITORY TYPE
Non-Exclusive
Exclusive
Hybrid
STATES (COMMA-SEPARATED)
ZIP CODES
EXCLUSIVE ACCOUNTS (one per line)
EXCLUSIVE SURGEONS / HCPs (one per line)
PREVIOUS EXPERIENCE
SPORTS MEDICINE — COMPANIES REPRESENTED
(company, product line, years)
OTHER SPECIALTIES
(Total Joints, Spine, Trauma, etc.)
PRODUCT ASP — AVERAGE SELLING PRICE
RCR ASP ($)
ACL ASP ($)
MENISCUS ASP ($)
YEAR 1 FORECAST BY MONTH
(FISCAL YEAR: OCT 1 – SEP 30)
SURGEON
PROD
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
FY TOTAL
TOTAL
REV $
—
+ Add Surgeon
0 of 10 surgeons
CONTRACT TERMS
EFFECTIVE DATE
CONTRACT END DATE
REVENUE START MONTH
October (FY Start)
November
December
January
February
March
April
May
June
July
August
September
FY26 ANNUAL TARGET ($) *
NOTES / NEXT STEPS
Cancel
💾 Save to CRM
📄 Export PDF
＋
🏠
Home
🎯
Tracker Pipeline
📋
Surgeon Log
🚗
Dist. Log
📊
Score
New Dist.
Log Activity
Surgeon
— Select surgeon —
Activity Type
📞
Call
🤝
Visit
🎬
Demo
🏥
OR Obs
🔧
Case Spt
💬
Other
What happened?
Next Committed Action
Move surgeon to stage?
Cancel
Save Activity
Add Opportunity
💡 One opportunity = one surgeon + one procedure. If Dr. Golan does both Meniscus and RCR, add two separate opportunities.
Surgeon Name *
Existing names will auto-suggest — select to reuse exact spelling
Procedure *
Meniscus Repair
Rotator Cuff Repair (RCR)
ACL Reconstruction
Shoulder Arthroplasty
Biceps Tenodesis
SLAP Repair
Cartilage Restoration
Distributor
— Select distributor —
Current Stage
Targeting
Approached
Demo
Trial Case
Active
At Risk
Inactive
Monthly Goal
Est. Cases/Mo
ASP ($)
Territory / Hospital
Cancel
Save Surgeon
‹
Guide
📖
How This Works
1
Find a Surgeon
Search the national pipeline.
Already there? Claim it.
Not there? Add it manually.
2
Log Every Touch
Tap
LOG
→ pick activity → enter what happened → set your next action.
Do this after EVERY interaction.
3
Move the Stage
Targeting
→
Approached
→
Demo
→
Trial Case
→
Active
Move after each milestone.
4
Log Distributor Trips
Go to
Trips
.
Plan each visit + log outcome.
Target:
4/month
.
5
Check Your Score
Everything you log auto-calculates your KPIs.
Green = on track.