NHIA Roundtables (4 - 25 Minute Rotations)

26. ​​Integrating SMEs to Strengthen Collaboration Between Sales and Operations

Effective collaboration between sales and operations is essential to delivering safe, efficient, and high-quality home infusion services. However, many organizations still operate in silos, resulting in communication gaps, misaligned expectations, and barriers to growth. This session examines how Subject Matter Experts (SMEs), typically clinicians with advanced knowledge of complex therapies, referral processes, and operational workflows, serve as organizational connectors. By participating in joint sales visits, referral-source education, and internal cross-training, SMEs help unify messaging, improve referral quality, and strengthen alignment across departments.
Effective collaboration between sales and operations is essential to delivering safe, efficient, and high-quality home infusion services. However, many organizations still operate in silos, resulting in communication gaps, misaligned expectations, and barriers to growth. This session examines how Subject Matter Experts (SMEs), typically clinicians with advanced knowledge of complex therapies, referral processes, and operational workflows, serve as organizational connectors. By participating in joint sales visits, referral-source education, and internal cross-training, SMEs help unify messaging, improve referral quality, and strengthen alignment across departments.

Learning Objectives

  • Define the role of a Subject Matter Expert (SME) and describe how SMEs integrate clinical, operational, and sales perspectives to improve alignment.
  • Apply strategies for incorporating SMEs into field and referral-partner interactions to strengthen clinical messaging and enhance referral quality.
  • Identify communication and workflow improvements that result from SME-supported collaboration between sales and operations, leading to stronger referral conversion and increased sales.
  • Speaker(s)

    Rebecca Brown RDN, CNSC VP of Nutrition Support Program
    Premier Infusion & Healthcare Services

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    Speaker

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