Your success as a field and distribution sales professional will ultimately depend on how efficiently and effectively you can manage your sales territory by building strong sales pipelines and advancing sales opportunities with a focus on growing relationships with key and high potential customers.
As a field sales person, you are accountable for the quality, direction and quantity of your sales activity within your territory. How well you plan and manage these three factors will ultimately decide your overall success. When territories are managed properly, key customer relationships are being grown, account plans and key sales opportunities are being advanced and sales territory targets are being achieved. This can only happen through structured territory business planning and proactively exploring territory growth.
This training program aims to introduce a simple 5 step process to properly manage and plan your sales territory. The process serves as a plan or a guideline from setting strategic sales goals based on your close analysis of both your territory itself and scoring your customers for their potential to following best practice territory routing and coverage patterns and evaluating your results.
By the end of this training course participants will be able to:
Follow a structured step by step approach to plan sales activity within their sales territories.
Understand the criteria for determining real customer potential.
Determine sales territory potential and assess strengths, weaknesses, opportunities and threats within the sales territory.
Set strategic objectives and goals for their sales territories.
Explore best practice sales territory routing patterns for efficient and effective coverage.
Outline of topics
Introduction: Quantity, Direction & Quality of sales
My circles of influence and concern.
Quantity, Direction & Quality.
Being efficient and effective.
Introduction – The 5 Step sales territory planning & routing
Step 1 : Sales Territory Analysis:
Territory competition analysis
Territory potential analysis.
Sales Territory SWOT analysis.
SWOT analysis skill practice activity.
Step 2 : Customer potential analysis and scoring:
Key customer potential concepts.
What makes a customer “Attractive”?
Collecting information about customer potential.
Calculating real customer potential.
Step 3 : Strategic Territory Objective:
Why set goals and objectives?
Setting strategic sales goals for your territory.
Making sure your goals are SMART
Step 4 : Territory Routing & Coverage Management:
What are territory routing patterns?
Accumulating effort across your territory.
Blocking your territory.
Using territory routing software.
Step 5 : Measure, Evaluate & take corrective action where needed:
Measuring and evaluating performance.
Taking corrective action.
Common sales activity time traps.
Competitive review game – An Exciting review challenge (Power Point Game) to end your training on a high note!
What do I get exactly?
You receive a zipped file instantly upon purchase that includes the following in MS office format
Trainer Guide (58 Pages).
Student workbook (60 Pages).
Slide deck (54 slides).
Bonus activities ( 22 activities ).
Training support documents ( Training evaluation forms, 5 certificate templates, program outline).
You will receive a secure link by email to download your purchase immediately after purchase.
The Fully Customizable Training package includes
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