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Your 2018 Sales Checklist

10/5/2018

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​2018 is going to be your year of growth and opportunity. How are you going to achieve this; by prioritizing and developing your sales systems and processes.
Remember sales is a process. A systematic, goal oriented task requirement.
Here is our 2018 Sales Checklist to start your year right.

⏮ KPIs
Set the teams key performance indicators, if you haven't, you need to make this a priority. A true sales person excels when targets are set and goals to reach. It’s the ultimate success we all strive to achieve. 
They may include:
- The annual sales budget
- Individual sales budgets
- One networking event per month
- Fifteen proactive sales calls per week
- Ten account management calls per week
All KPIs need to be reviewed and managed throughout the year to ensure the team is focused and goal orientated.

⏮ BUDGET
If you haven't set your sales budget for 2018, now is the time to prioritise. If you are working on a financial year calendar, take a moment to review where the team is at and what your conversation rate or dollar figure needs to be weekly from here until the end of the financial year.

⏮ SALES CALL MINDSET
Who enjoys making a sales call? Create an environment that encourages the call. Positive reinforcement refer to the call as a conversation.
The proactive sales call is important, it’s the first step, but not the last. When making the first call, plan for the second call.
Follow up is crucial. Afterall, a sales conversion takes time. Sales is about building relationships and developing a relationship that is mutually beneficial.

⏮ ACCOUNT MANAGEMENT
Ensure your account management strategy is refined and structured.
This is a vital step when it comes to your sales processes. There is no value to a sales call unless you're prepared to follow up and maintain the relationship. Account management forms part of your sales process. Keep an eye out for our upcoming blog on How To Personalise Your Sales Process.​
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