B2B Sales Manager Checklist

Form Template

If you are a sales leader tasked with growing your B2B revenue, one of the best tools to help you do this is the

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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.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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