Sales manager's checklist
Sales manager's checklist
Checklist for checking the work of a sales manager. Compliance with job duties by the sales manager. Sales plan, sales training. Work with documents. Report on the work done. Employee communication with clients
Items
A task:
Check emailReport type:
Report without materialsExecution frequency:
DailyA task:
Check the receipt of funds from buyers, customersReport type:
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DailyA task:
Prepare the revision of the contract with customersReport type:
Report without materialsExecution frequency:
DailyA task:
Prepare payment documents for settlements with suppliersReport type:
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DailyA task:
Agree contracts with customers with managementReport type:
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DailyA task:
In case of agreement with the management, send for agreement with customersReport type:
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DailyA task:
Prepare a commercial proposal for firmsReport type:
Report without materialsExecution frequency:
DailyA task:
Send a commercial offer to companiesReport type:
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DailyA task:
View shipping requests todayReport type:
Report without materialsExecution frequency:
DailyA task:
Issue invoicesReport type:
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DailyA task:
Enter primary documents into the accounting programReport type:
Report without materialsExecution frequency:
DailyA task:
Remove the report from the cash registerReport type:
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DailyA task:
Prepare and submit a sales report for the last weekReport type:
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DailyA task:
Prepare and submit a report on work with debtorsReport type:
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DailyA task:
Sales training for traineesReport type:
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DailyA task:
Drawing up a rough sales planReport type:
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DailyA task:
Agreeing a sales plan with managementReport type:
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DailyA task:
A report on the work done every day, for a week, a quarter, etc.Report type:
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DailyA task:
The manager has complete information about clients, future partnersReport type:
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DailyA task:
The manager has full information about all promotions, offers and partnership conditions of the companyReport type:
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DailyA task:
The manager knows how to enter and enters information about new customers in the CRM system, checks the relevance of informationReport type:
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DailyA task:
The manager has perfect knowledge of the functions, features and advantages of the products of his companyReport type:
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DailyA task:
The manager is polite, competent and theoretically savvy in all mattersReport type:
Report without materialsExecution frequency:
DailyA task:
The manager helps the buyer to make the right choice, does not insist, leaves a pleasant impression about himself and the company as a wholeReport type:
Report without materialsExecution frequency:
Daily
