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> checklist for sales manager
checklist for sales manager
1. Daily Tasks
Review sales team performance from the previous day
Check and respond to urgent emails and messages
Prepare for daily sales team meeting
Update sales pipeline and CRM system
Set daily goals for the team
2. Weekly Tasks
Analyze weekly sales reports and metrics
Conduct one-on-one meetings with team members
Provide coaching and feedback to team members
Review and adjust sales strategies as needed
Plan training sessions or workshops
3. Monthly Tasks
Evaluate overall sales performance against targets
Prepare and present sales performance report to upper management
Identify areas for improvement and develop action plans
Update sales forecasts and budgets
Organize team-building activities
4. Client Management
Review key accounts and their status
Schedule follow-ups with important clients
Address any client concerns or issues
Assess client satisfaction and gather feedback
Identify opportunities for upselling or cross-selling
5. Team Development
Identify training needs for the sales team
Create a mentorship program for new sales hires
Encourage team collaboration and communication
Celebrate team and individual achievements
Foster a positive and motivating sales culture
6. Strategic Planning
Set long-term sales goals and objectives
Analyze market trends and competitor strategies
Develop and adjust sales strategies accordingly
Collaborate with marketing to align campaigns with sales goals
Regularly assess the effectiveness of sales initiatives and strategies
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