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"...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

Salesforce Checklist


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Salesforce Checklist Salesforce Checklist is created for business owners and sales managers who wish to organize their salesforce to be well-trained, effective and responsible. With a help of this checklist you can define whether your salesforce is properly introduced to corporate processes and administrative matters.

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

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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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.

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