Essentials of Sales Administration (Virtual Training)

Sales administration is an essential part of a business function that is responsible to receive and process sale orders online, or via phone and email. Their duties include checking the accuracy of orders and issuing invoices, maintaining sales records, and compiling monthly sales reports. They may also be required to liaize with other departments, and research new product lines. Customer debt and debt collection are realities for every modern business—regardless of size or nature. As a business owner/manager, preparing for debt collection issues and effectively responding to delinquent customer-debtors is a must to ensure continued business growth and success.

Course objectives:

By the end of this training course participants will be able to:

• Understand the roles and responsibilities of a sales administrators
• Learn skills to achieve better results through their teams using sales plans and targeting techniques
• Organize your work and sales call plan like a pro
• Clearly understand how to prepare a sales forecast and a sales plan for their sales operation
• Observe, evaluate and give feedback to team members and set performance development objectives using assessment tools supplied and provided within the training program
• Explore ways to motivate their sales teams and create a more motivating environment.
• Run more effective sales meetings and morning huddles to inspire and motivate and provide clear direction to their sales team members.
• Prepare insightful sales reports for management decision-making

Course Contents

Day One

Preparation of Sales Documentation

• Processing of orders
• Processing invoices for sales transactions
• Checking prices and sales agreements
• Records of monthly sales

Monitoring On-going Sales Orders

• Answering client’s sales queries
• Essence of up-to-date product knowledge
• Promptness of response.

Day Two

The pursuit of overdue payments

• The Dynamics of Credit Sales
• The Pros and Cons of Credit Sales
• Invoicing and Documentation
• Credit Collection Drives

Business Communication Skills

• Phone etiquette
• Questioning techniques that encourage the customer to give more information
• Sales personality: warm and friendly disposition
• Follow up calls
• Emails styles and etiquette
• Weeding out timewasters
• Care in disclosing sensitive information.

Selling Skills Primer

• Constant and full awareness of the tough and competitive marketplace
• Helping the customer succeed in their business
• Excellent product knowledge
• Generating clients leads & follow-through
• Creative social media marketing to build relationships
• Managing relationship with your customers
• Learning and growing in sales