- An up to date organisation chart of the sales organisation.
- Role profiles, candidate profiles and performance contract examples for all in scope positions.
- Examples of agendas and actions points from recent sales meetings.
- A copy of the sales strategy.
- An understanding about decision rights to do with pricing, margin control, discounts and any other (sales) controllable variables.
- An understanding of the current CRM and how effectively it’s integrated into the sales work flow.
- Sales pipeline/funnel data showing the critical stages of the sales process and the current conversion ratios – by individual and averages.
- An extract of customer visit reports and account reviews, with examples of customer account plans.
- How customers are segmented.
- How prospects are targeted and qualified.
- Sales collateral around the Customer Value Proposition, and supporting promotional materials.
- Current incentive schemes, how they are calibrated and aligned to the required outcomes.
- The performance management system including how effective the consequences framework is covering the spectrum of outcomes, high performance through average to under performance.
- Personal development plans, succession and career planning.
- The market intelligence system including competitor differentiation.
- Any competitive/market PESTLE and SWOT analysis [link to POD glossary] data.
If you would like to talk about what a best practice example of the above list looks like for your market sector please contact us.
