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B2B Sales Manager Checklist Mobile App

The B2B Sales Manager Checklist mobile app provides a checklist of what’s required for good business to business selling. This app can be customized as needed. Use this checklist with your smartphone or tablet. GoCanvas makes it easy to find data by searchable submissions.

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

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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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