A guide in having a structured approach in salesforce management. Concentrating on the basics and a well balanced approach in data analysis. -- for HRI channels.
Sales Forecast – drives the sales organization into achieving their objective in a given timeframe
This may be attributed by opportunities in the market
Heavily affects production plans in tandem with marketing strategies
SF must be cascaded and planned during start of year, recalibration each quarter – 3 month forward planning
Dissecting Opportunities through Account planning
Volume monitor will address historical performance, area, status, classification, support and other aspects as well.
Must be updated monthly. Data should be available every 2nd day of the month.
Sales Forecast – drives the sales organization into achieving their objective in a given timeframe
This may be attributed by opportunities in the market
Heavily affects production plans in tandem with marketing strategies
SF must be cascaded and planned during start of year, recalibration each quarter – 3 month forward planning
Dissecting Opportunities through Account planning
Volume monitor will address historical performance, area, status, classification, support and other aspects as well.
Must be updated monthly. Data should be available every 2nd day of the month.
PJP – Permanent Journey Plan
Most often neglected, and taken for granted, very powerful tool in planning sale coverage
Commit to visit each account at least 2x per month
PJP for the following month must be submitted every 28th of the month.
Plan Meetings
Weekly
Canvass meeting
Consider Selling days each month, which will be directly affected by HOLIDAYS.
PJP – Permanent Journey Plan
Most often neglected, and taken for granted, very powerful tool in planning sale coverage
Commit to visit each account at least 2x per month
PJP for the following month must be submitted every 28th of the month.
Plan Meetings
Weekly
Canvass meeting
Consider Selling days each month, which will be directly affected by HOLIDAYS.