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B2B Sales Manager Checklist Mobile App

If you are a sales leader tasked with growing your B2B revenue, one of the best tools to help you do this is the B2B Sales Manager Checklist Mobile App. Download this to your smartphone or tablet so you have easy access to the steps needed to manage your team, goals, strategies, and competitive analysis processes while improving your business to business selling skills.

This app is fully customizable to meet your needs, and the more you use it the more you will find it indispensable. Build a checklist to include steps to verify metrics for your overall sales teams goals, review sales reps numbers, track the sales pipeline, product launch dates, and track the marketing strategy and plan and corporate strategy.

Use the app to lay out an organized plan that can help you drive sales, understand the market, and itemize key customers, the buyer, and customer business needs. Having this information in your back pocket will help make you indispensable to your company!

Save your business-to-business checklist safely and securely to the GoCanvas Cloud where it will be easily accessible with any connected device. Generate a PDF form and email this to your sales leaders, managers and other appropriate parties as needed. GoCanvas makes it easy to find data by searchable submissions.

  • Lendlease
  • The Cooperative
  • PG&E
  • Red Bull
  • Mirvac

Want to learn more about GoCanvas?

Request a Demo

Take a peek inside the B2B Sales Manager Checklist Mobile App

Included Features

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Included Fields

Customize to add, remove, or edit any of the fields below.

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    The following provides a checklist of what’s required for good business to business selling.

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    Sales Management Essentials

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    Are you on track?

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    Have you got this in place?

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    Self-motivated sales people

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    Sales people that fully understand their sales role, accountability & how they contribute to the ...

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    Sales people that can sell the company and themselves in a professional manner

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    Keep and grow your existing clientele

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    Continually introduce new business opportunities

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    Sell your full line up of products and services

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    Good phone skills, telemarketing / canvassing

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    Have the ability to conduct campaigns, implement them and follow up

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    Make enough appointments to be successful

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    Understand client needs and buying signals

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    Have good product knowledge and demonstration skills

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    Know how to trial close before asking for the order

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    Close the sale

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    Keep your CRM (Client Records Management) database up to date

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    Are planned and organized – work to a daily routine

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    Team player to help others

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    Close the loop with the customer once the sale has been completed

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    Ask for referrals and use them to develop more business

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    Know what products generate the best Gross Profit for the business

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    Sales Reporting on:

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    Weekly Activity

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    Sales Opportunities in the Sales Funnel

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    Forecasting accurately

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    Future Opportunities / Solid Prospect List

  • ...and More!

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