Solutions
Solutions
Solutions
Solutions
Buy
   Home  » Solutions  » Checklists  » Sales Performance Checklist



Task Management Software

Business Management
Project Management
Process Management
Task Management
Employee Management
Customer Management
Marketing
Sales Management
Finance Management
Product Management
Company Activity
Office Management
Document Management
Other Management
Crisis Survival
Skills Development
Education
Household
Cleaning
Family
Holidays
Event
Travelling
Safety
Miscellaneous

VIP Task Manager Professional

Play VIP Task Manager demo Play Demo >>

  Authorization

Login:
Password:
Forgot your password?
Login As:
Login As
You can log in if you are registered at one of these services:
  TESTIMONIALS
"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Sales Performance Checklist

 

All Travel Checklists

Sales Performance Checklist This Sales Performance Checklist is designed to assists the company managers and owners in establishing controls over their sales teams to know how effectively their efforts are organized and what outcomes they actually produce. This checklist comprises a collection of metrics to give you an overlook of what and how needs to be controlled in Sales.


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

Indicators and Metrics:

  • Sales are a quantifiable indicator (can be planned and measured in terms of monetary income), while performance is rather a qualitative conception including a variety of sub-factors;
  • Sales Performance can be measured and controlled per salesperson or at the level of Sales department (or overall company’s sales efficiency);
  • The main areas include:
    • Sales People (their skills, productivity, etc);
    • Sales Process (effectiveness of organization, workflow, etc);
    • Sales Technology (effectiveness of technologies used to support sales activities);
  • Sales Performance (per personality) can be built up from matters such as the following ones:
    • Volume of sales in dollars (dynamics, fluctuation, growth, etc);
    • Amount of working time spent at workplace;
    • Salesman appearance: clothes, shoes, hair, cleanliness, etc;
    • Salesman personal skills: politeness, clear speech, confidence, etc;
    • Completeness and accuracy in managing sales orders and other sales documents;
    • Testimonials and judgments from customers;
    • Swiftness in submitting reports and answering customer claims;
    • Number of sales calls made and Number of new accounts opened;
    • Number of calls made on existing accounts (customer support and follow-up);
    • Knowledge of the business, products, and industry;
    • Swiftness and appropriateness in addressing the non-sales issues;
    • Customer satisfaction and retention rates;
    • Planning and reporting individual activities;
    • Customer defections and dissatisfactions;
  • At the level of the company’s overall Sales function, its performance can be controlled in terms of the following lines:
    • Velocity and readiness in work: how fast the sales leads are generated and closed;
    • Productivity: the level and amount of output generated by department and each sales resource;
    • Organization: how effectively and proactively do sales resources spend their working time;
    • Effectiveness: the overall ability to reach preset sales goals and overcome challenges;
  • Some more of specific metrics to be established and monitored:
    • Sales Turnover;
    • Sales Growth/Decline per time period;
    • Sales Capacity;
    • Deal Size (average, min, max);
    • Trainings and Knowledge quality;
    • Employee Satisfaction Rate;
    • Customer Satisfaction Rate;
    • Customer Defection Rate;
    • Revenue per Sales Representative;
    • Margin per Sales Representative;
    • Win/Loss Ratio;
    • Time Utilization;
    • Sales Cycle Duration;
    • Expense per Sale;
    • Revenue / Expense;
    • Sales Process Efficiency;

Establishing Controls:

  • Establish a set of standard performance metrics to serve as guidance for each sales professional who will know how his/her efforts will be appraised;
  • Establish certain clear-cut objectives and baselines:
    • Quantifiable goals at numeric measures for a period;
    • Long-term policies and regulations for non-quantifiable indicators;
  • Establish procedures for monitoring the sales activities and defining the performance:
    • Where you will get the data necessary to assess different factors over the sales performance;
    • How this information will be processed and analyzed in the organization;
  • Consider establishing...


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

CentriQS Tasks Management Solution new

Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.

FREE Download CentriQS

Software  
CentriQS new -15% OFF
All-in-one business management software
for small and midsize enterprises

VIP Task Manager
Multi-user project management software
to plan, schedule and track project tasks.

VIP Checklists
More than 750 ready-to-use to-do lists
to plan your personal and business life

VIP Team To Do List
Professional task management software
to make and send team todo lists by email

VIP Organizer
Personal time management software
to organize time at home and at work

VIP Simple To Do List
Simple and effective to-do list software
to plan daily chores, trips, wedding, etc.

  Products *Solutions* Download Buy Support Contact My Account 

  Copyright © 2004 - 2024 VIP Quality Software, Ltd. All Rights Reserved.

 
Site Map
Legal Information