As a result of our one of my readers sending me an email comment regarding his personal situation, I have attached the sample of one our of a tools we have included in our “On Line Sales Manager Tool Kit” www.AcumenManagement.com.
The format can be used for one on one meetings with the President and the Vice President of Sales or when the Sales Manager needs to present to the Board of Directors or at Management Team Meetings. I hope this assists everyone in creating better dialogue, better understanding between peers and more importantly better execution.
Ken
Acumen Management Group
Discipline, Accountability and Control
Sales Management Reporting
Date: __________ For Month Ending: ______________
*First week of the month and Third week of the month
Sales Management Discussion Topics:
___ Sales Metrics Completed? Report attached
___ Pipeline Review/Forecast next 60 days
____ Marketing Programs next 60 days
____ Recruiting Status
____ Major Prospect Meeting Dates/Net New/Transition Clients
____ Sales Training Plans next 60 days
_____ ______________________________
Marketing Plans for the next 60 days
- Product Promotions _____________________________
- Trade Shows _____________________________
- Mailings _____________________________
- Customer Relationships _____________________________
- Email _____________________________
- Web Casts ` _____________________________
- Workshops _____________________________
- Networking Events ____________________________
- Current Sales/Marketing Project Status
- Sales/Marketing Objectives for Next 90 Days
- Agreed to Sales Management Priorities for the Month
- Top 10 Sales Opportunities for the Month.
- Sales Calls Scheduled and with What Salesperson
- Issues/Problems/Recommendations on any topic:
Detail Description
The purpose of this document is to describe in the simplistic terms possible the specific deliverable content for both parties to review and discuss the 60 day plans of the sales and marketing organization. This is meant to be a high level review not a formal analytic analysis. The Sales Manager will mark each area RED, YELLOW or GREEN based upon their perception of the situation. In the future, as additional information is created and reviewed, these rankings will be compared to standards to generate the color dashboard perspective.
- Sales Metrics
- Pipeline Review/Forecast next 60 Days
- Marketing Programs
- Sales Lead Analysis
- Recruiting Status
- Major Prospect Meeting Dates
- Sales Training Plans for next 60 Days
- Current Sales/Marketing Project Status
- Sales/Marketing Objectives for the Next 90 Days
