Professional Sales Execution

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Sales Result MTD vs Target

• What is MTD sales achievement % to target at the end of last week? (If 1st week of month select 0)

• What actions are being undertaken to achieve sales target for current period?

Call Planning

• Has a complete annual call plan been established in Salesforce CRM, inclusive for Leads and Accounts?

  Yes

  Partly

  No

• By what date is a commitment made to complete this?

  Date

• Does the call plan include reoccurring schedule based on a set frequency?

  Yes

  Partly

  No

• By what date is a commitment made to complete this?

  Date

• Is the visit frequency based on current sales vs potential sales and has been defined in a clear and structured way?

  Yes

  Partly

  No

• Since the last coaching session, has there been any improvement concerning the above actions. (If all actions are fully completed mark as N/A)

  Yes

  No

  N/A

• By what date is a commitment made to complete this?

  Date

• Managers Comments:

Call Reporting

• Since the last coaching period have all call reports entered daily?

  Yes

  Partly

  No

• By what date is a commitment made to start doing this ?

  Date

• Since the last coaching period does the information contained in the call reports cover key information, business development activities, competitor information, other activities with this customer?

  Yes

  Partly

  No

• By what date is a commitment made to start doing this ?

  Date

• Since the last caching period, have missed sales calls been rescheduled in CRM?

  Yes

  Partly

  No

• By what date is a commitment made to start doing this ?

  Date

• Since the last coaching session, have tasks been used to follow up tasks, and or defined future actions as way of clear sales action plan

  Yes

  Partly

  No

• Since the last coaching session, has there been any improvement concerning the above actions. (If all actions are fully completed mark as N/A)

  Yes

  No

  N/A

• Managers Comments:

Leads

Opportunities