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Sales Execution Checklist


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Sales Execution Checklist Sales execution is the second phase in the sales lifecycle of a product/service. This phase intends to deliver this product/service to the target audience. The following Sales Execution Checklist explains what key tasks and steps are included in the phase.

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1. The Pre-Sales Step.

  • Identify prospects and customers that may wish to purchase your product/service
  • Group those customers and prospects into the target audience
  • Analyze the group to understand customer needs and demands
  • Analyze your product/service to figure out if you can satisfy customer needs and demands
  • Research competitors to understand what features and functions make your product/service outstanding and therefore more merchantable
  • Create a call strategy that explains what actions to do to call for the customer audience
  • Think about methods and approaches your sales reps will use to attract the customers
  • Be sure your sales employees are provided with necessary materials, including customer contacts, sales agreement outlines, proposal/pricing policies, marketing and ad material, etc.
  • Provide your people with necessary training
  • Develop a single pre-sale strategy that tells how to prepare for the selling process

2. The Sales Step.

  • Organize sales calls and meetings to start negotiations with potential customers
  • Focus the customers on the advantages your company has against its competitors
  • Continue negotiation or follow-up with those customers whom you have attracted
  • Organize sales presentations and demonstrations to show the customers the benefits of your product/service
  • Invite the customers to meetings and conferences dedicated to the product/service
  • Negotiate pricing and delivery to make sure there is no barrier for the customers to make purchase
  • Discuss maintenance service your company offers after the purchase is made
  • Process the purchase order
  • Contact your accounts dept to check if the customer has paid for the product/service
  • Contact the delivery service provider to check if the product has been delivered to the customer

3. The Post-Sale Step.

  • Contact your customer to check if the product/service has been properly installed/deployed and if there is no issue with product use
  • Provide support service if the customer deals with some troubles
  • Gather customer feedback about the product/service
  • Continue building customer relationship in order to create.....


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