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SALES RESOURCES



SALES CHECKLIST

ITEM STATUS COMMENT
Sales plan? (Sales targets/goals)
 
Annual, monthly by product line, individual product.
Explicit goals for each sales person?
 
Revenue, profit, contacts.
Effective sales department organization?
 
Clear definition of responsibilities and coverage.
Sales management process?
 
Weekly/monthly goals with scheduled follow-up to review progress against goals.
Sales force trained in product benefits?
 
Most sales people sell features, not benefits.
Sales force trained in mechanics of selling?
 
Sales is a learned skill that follows a particular process.
Structured sales presentation?
 
Every sales person should have a structured, documented "presentation".
Incentive compensation plan?
 
Base + incentive.
Target market definition?
 
Can be developed by joint marketing-sales team.
Target customer definition?
 
Can be developed by joint marketing-sales team.
Contact management system?
 
ACT! 2000, Goldmine, Outlook, SalesForce.com
Lead generation system?
 
Proactive and/or reactive.
System of qualifying prospects?
 
Maximize efficiency of selling process.
Sales materials?
 
Communicates features/benefits.
Sales database?
 
ACT! 2000, Goldmine, Outlook, SalesForce.com
Sales automation system?
 
Computer or web-based system.
Structured cross-selling?
 
Other products/services of Company.
Structured terms of doing business?
 
 Efficient, avoid confusion.
Established pricing or system of rapidly developing pricing for inquiries?
 
 Efficient, avoid confusion.

 

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