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Unit 13: Sales Personnel Performance




          8.   Number of new accounts made                                                      Notes
          9.   Number of customer's complaints attended.
          Monitoring is gathering information on day to day activities and taking stock of deviations
          from expected performance, i.e., control.
          Two of the most common methods used are sales reports and field visits  by sales manager.
          Details in sales reports vary from company to company.  Greater the discretion the salesmen
          have in planning and scheduling their own activities, greater are the details required in their
          sales reports.

          Self Assessment

          Fill in the blanks:

          1.   ...................... design a monitoring system based on their needs.
          2.   ...................... are the basic tools used for the monitoring of sales personnel.
          3.   A well designed ...................... system aids in self improvement of the salesman by taking
               stock of his own work.
          4.   Monitoring is gathering information on day to day activities and taking stock of deviations
               from expected ...................... .

          5.   ...................... Component keeps a check on the nature of expenses and their extent.
          6.   Sales reports also contain information about new ...................... obtained or prospective
               potential dues for future.

          7.   Specific ...................... and adjustments made by the sales person are also recorded.
          8.   Sales are broken down geographically to monitor sales performance in the light of this
               ...................... .

          9.   The ultimate  goal of  any ...................... is to make the  salesman more  valuable to the
               company

          13.3 Contents of Sales Reports


          Progress Report: It provides progress related to day to day work and  furnishes data on company's
          position in different territories and in respect of each account. Information on specific calls on
          customers, extent of competitive activity, best time to call on customers and information regarding
          the competitors' item is also provided. This information is used in planning.
          Expense Component: It keeps a check on the nature of expenses and their extent.

          Work Plan Component:  Usually for a month or week  in advance salesmen  are expected to
          submit a work plan or call schedule regarding prospective customers to be called upon, route to
          be taken, non-selling activities to be performed. The aim is to help the salesman in planning his
          activities and to compare the plan of salesman-control.
          New Business or Potential Business Component: Sales reports also contain information about
          new accounts obtained or prospective potential dues for future.
          Lost Business Components: Details about business lost to competitors acts as a pointer  for gap
          in training of salesmen, changes in service and credit policy and product improvement.






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