Mike Dastic - tasks and functions of a seller

To carry out its functions, the seller needs certain tools or templates that, in turn, also function as instruments to keep track of their tasks.
to. Client file
The first of these tools is to make a customer file. This document must collect the following data:
* Customer data and classification.
* Opinion of the products.
* Complaints or claims.
* Suggestions.
* Frequency of the visit.

* Volume of orders from the previous year.
* Volume of orders planned for this year.
* Quantity served in the last order.
* The range of products that works.
* How and in what quantity works with the competition.
* Observations.
This will allow us to evaluate:
* The time elapsed since the last visit.
* The rotation of the product in that time.
* The behavior of the product in that period.
* Market trends.

Some companies require that one of the functions of a salesperson is to produce (and deliver) a daily report. In case you are not required, it is always recommended to do it. In it, you can write:
* The daily activity of the seller.
* Result of sales management.
* The degree of coverage of the objectives.
* Collection management performed.
* New clients obtained.
* Sold products.
* Systematize opinions, suggestions or complaints

* Observations.
Within the weekly report you can also place information on the expenses incurred by the seller in a certain time.
This information about expenses should include:
* Routes followed.
* Transport used.
* Detail of the invitations (clients and reasons) with invoices included.
* Observations.
c. Monthly report

This report can be made by the immediately superior manager or the commercial manager. In it, the information supplied by the sellers is systematized and analyzed. Among the highlights of these monthly reports are:
* Analysis of global sales results for the corresponding month.
* Qualitative objectives of the month and degree of compliance.
* Result of promotional actions.
* Market situation.
* Local promotion actions.

How to plan work meetings with clients?
One of the functions of a salesperson is conducting business meetings with clients. For this reason, it is essential to know how they are planned, directed and evaluated. Briefly, the tasks of each phase of the work meetings are as follows:

Preparation stages
Specify the topic.
Organize the group.
Plan the meeting
Prevent the details.