Sales Support Checklist
Purpose

The purpose of this tool is to provide a checklist for improving sales support. Consider doing
a Sales Support Effectiveness Survey to proactively highlight strengths/weaknesses in this
process.


Sales Support Checklist

Done     Description of Task                          Completed      Notes


         Job Descriptions standardized                Enter Date


         Sales Skills Assessments complete


         Sales Training Manual complete


         Sales Script standardized


         Feature, Advantage, Benefit Tool built and
         distributed to sales staff


         Competitive Analysis complete


         Objection Response Tool distributed


         Opportunity Pipeline Tool is used
Sales Proposal standardized


Key Account Plan exercise complete


Case Study exercise completed


SPIN Selling Tool exercise complete


Sales Presentation standardized


Individual Goals being documented


Pricing Sheet, Whitepapers, FAQ, and other
marketing collateral updated


Advanced CRM training completed

Sales Support Checklist

  • 1.
    Sales Support Checklist Purpose Thepurpose of this tool is to provide a checklist for improving sales support. Consider doing a Sales Support Effectiveness Survey to proactively highlight strengths/weaknesses in this process. Sales Support Checklist Done Description of Task Completed Notes Job Descriptions standardized Enter Date Sales Skills Assessments complete Sales Training Manual complete Sales Script standardized Feature, Advantage, Benefit Tool built and distributed to sales staff Competitive Analysis complete Objection Response Tool distributed Opportunity Pipeline Tool is used
  • 2.
    Sales Proposal standardized KeyAccount Plan exercise complete Case Study exercise completed SPIN Selling Tool exercise complete Sales Presentation standardized Individual Goals being documented Pricing Sheet, Whitepapers, FAQ, and other marketing collateral updated Advanced CRM training completed