Medium

Available on

Apple Android Windows

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
  • 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

Our App Builder gives you the power to easily add and remove the ones you want. {{controller.show_all ? 'See included features.' : 'See more features.'}}

  • {{data.title}}

Included Fields

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

  • Ico statictext

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

  • Ico statictext

    Sales Management Essentials

  • Ico checkbox

    Are you on track?

  • Ico checkbox

    Have you got this in place?

  • Ico checkbox

    Self-motivated sales people

  • Ico checkbox

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

  • Ico checkbox

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

  • Ico checkbox

    Keep and grow your existing clientele

  • Ico checkbox

    Continually introduce new business opportunities

  • Ico checkbox

    Sell your full line up of products and services

  • Ico checkbox

    Good phone skills, telemarketing / canvassing

  • Ico checkbox

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

  • Ico checkbox

    Make enough appointments to be successful

  • Ico checkbox

    Understand client needs and buying signals

  • Ico checkbox

    Have good product knowledge and demonstration skills

  • Ico checkbox

    Know how to trial close before asking for the order

  • Ico checkbox

    Close the sale

  • Ico checkbox

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

  • Ico checkbox

    Are planned and organized – work to a daily routine

  • Ico checkbox

    Team player to help others

  • Ico checkbox

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

  • Ico checkbox

    Ask for referrals and use them to develop more business

  • Ico checkbox

    Know what products generate the best Gross Profit for the business

  • Ico statictext

    Sales Reporting on:

  • Ico checkbox

    Weekly Activity

  • Ico checkbox

    Sales Opportunities in the Sales Funnel

  • Ico checkbox

    Forecasting accurately

  • Ico checkbox

    Future Opportunities / Solid Prospect List

  • ...and More!

Related Professional Services Apps... and they're all free for GoCanvas subscribers!

App Name

Sales and Marketing Manager Evaluatio...

Use the Sales and Marketing Manager Evaluation Form mobile app to create a performance evaluation for your Sales and Marke...

App Name

Best Practices Logistics: E- Logisti...

The Best Practices Logistics: E- Logistics and the Internet mobile app provides helpful information about how the internet...

App Name

Retail Clean Up Checklist

The Retail Clean Up Checklist mobile app provides you with a guide for cleaning, tidying and organizing almost every aspec...

App Name

Logistics Handbook: Issue and Receipt...

An IRV lists the items and quantity issued to a facility. It also includes quantities received in case any items are lots ...

App Name

Quality Assurance: Manufacturing Plan...

The Manufacturing Plant quality assurance checklist mobile app was designed to ensure that companies maintain the standard...

App Name

Best Practices Logistics: Road Transp...

The Best Practices Logistics: Road Transportation Dangerous Goods mobile app offers a useful set of guidelines that shippe...

App Name

Köpekontrakt

Auto återförsäljare kan använda mobila applikationen Köpeavtal att slutföra en fordonsförsäljningen kontakt. Appen registe...

App Name

Logistics Handbook: Supply Planning ...

Data for the supply planning step are different from the data for the forecasting step. However, you can collect data for ...

More Information


Related Blog Posts