Salesforce Checklist

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Business Processes:

• Introduce employees to your special corporate manner used to sell products or services;
• Demonstrate what techniques are used to move prospective deals forward;
• Train salesforce to be familiar with corporate sales process and current market situation;
• Identify their previous experience and available skills which could appear helpful;
• Explain to employees how they can track and control the interest level of a prospect;
• Introduce methods used to organize records and communicate with prospective customers;
• Train employees on corporate processes and know-how methods used for:
  • Lead Generation;
  • Lead Management;
  • Lead Qualification
  • Lead Nurturing;
• Let your salesforce know the measures and methods you are going to use for appraising their efforts, productivity and performance (tracking a salesperson’s effectiveness);
• Explain your established corporate process to “onboard” a new customer and retain customers by making them satisfied and loyal;
• Let your salespersons know how the ongoing customers are supported by the organization:
  • What they should know about processes going behind the sales;
  • Who takes care of the customers after the product or service is sold;
  • How the service levels for existing accounts are measured and managed;
  • How to obtain information important for Sales from other departments;
  • How the issues with your customers or products are tracked and responded;
• Educate the salesforce on documentation and information used for sales activity (information to be sent to customers, access to customer profiles, sales quotas, business offers, etc);

Administrative issues:

• Appraise current skills, experience and competencies of salespersons:
  • Identify professional and ethical gaps;
  • Identify professional and ethical strengths;
  • Plan arrangements to fill the gaps;
  • Decide how to benefit from strengths;
• Appraise and verify their knowledge about:
  • Your organization and its business goals;
  • Current preferred customers (the ongoing long-term contracts);
  • Profile of the target audience;
  • Industry and current competitors;
  • Everything about products and services being sold;
• Discuss and sign the Confidentiality Agreements with individuals;
• Print and hand out the individual Business Cards and Employee Handbooks;
• Train them to use Sales management software installed in the company (Billing, CRM, etc);
• Hand out the employees’ credentials (building entrance permits, keys, personal badges, etc);
• Arrange personal settings, logins, and passwords for utilizing computer and software systems:
  • Laptop or/and desktop;
  • Software for work (Sales, office applications, etc);
  • E-mail settings and email client applications;
  • Corporate instant messengers;
  • Personal folder at shared drive on the server;
  • Web-access (connection, browser, rules);
  • Printer connection and settings;
• Deliver all necessary office supplies and make sure workplaces are organized properly;
• Hand out mobile phones charged with...

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

BUY NOW!

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