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Inside Sales
Checklist

Sales Productivity Tune-UP

 

Ross & Ross International
Inside Sales Checklist


If you want to quickly grow your Inside Sales Program to the next level, you should
Contact Us Today!   650-572-0102

Evaluate your current Inside Sales Program in four easy steps:

1. Select the current satisfaction level in your Inside Sales program.
2. Identify where you want it to be in the next 6-12 months.
3. List your available in-house resources.
4. Call to discuss growing your Inside Sales program to the next level.

Inside Sales Program
Key Success Factors

(Step 1)
Current Satisfaction
Level


(Step 2)
6-12 month Target

Inside Sales Strategy
Current Strategy is in place for integrating Inside Sales, Outside Sales and other Channels. Quarterly Reviews and Updates are achieved!
 

Prospects in Customer Database
Marketing Lead Generation Programs are in place for adding prospects' e-mail addresses to your customer database. Monthly Quotas are exceeded!
 

Pre-Qualified Leads
Lead Reps (or Outsource Service) Contact and Confirm 3-6 Key Factors (including e-mail address) for all leads entered into your customer database. Monthly Quotas are exceeded!
 

Qualified Leads
Senior Lead Reps or Inside Sales Reps Qualify Leads based on the Company's Qualification Profile. Monthly Quotas are exceeded!
 

Closed Sales
Inside Sales Reps, Field Reps and Channel Partners focus and close all appropriate sales opportunities in their territories.

Monthly Quotas are exceeded for:
Total Sales, Sales Close Ratios, the number of New Accounts, New & Existing Account Sales and the Average Sales per Customer
  

Inside Sales Productivity
Reps are highly productive and have key Technology Tools available: Metrics and Reporting are in place, proper Organizational Structure is established, high-quality working Facilities, appropriate Office Layout and effective Team Communications established. Monthly Sales Productivity Targets are exceeded!
 

Customer Satisfaction
Customer Contact Schedules & Surveys are established for building long-term customer relationships. Quarterly Targets are exceeded!
 

Team Recruiting & Development
Management provides regular Coaching, Skills Workshops, Job Definitions, Compensation Plan, New Rep Training and On-going Training. Monthly Targets are achieved!
 

Step (3) - List your in-house resources available to implement short-term Inside Sales improvement projects.

Step (4) - Contact Us (650-572-0102) if you want to grow your Inside Sales program to the next level and you want help from a Company with 20 years of successful High-Tech Inside Sales experience.

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