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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..."
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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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