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By Peter Green

This useful consultant to revenues administration explains find out how to maintain and enhance new money owed, time administration, functionality tracking, key account ambitions, territory administration, and forms dealing with.

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The headless chicken method The beauty of this method is that you don’t have to plan. Simply turn up in the sales office or sit at home and the day will take care of itself. The phone will ring, the post will come, a customer will need a call, there will be a problem to solve, some cash to collect, a prospect to see, the boss to avoid, a report to fill in, a memo to write – I mean who needs planning? By dashing from one thing to the next you can look important and fill every minute. 39 SALES MANAGEMENT AND ORGANISATION 2.

It helps to ensure that enough appointments are obtained in advance by highlighting any gaps. It also, once again, lets the unconscious brain get to work as you sleep. Monthly plans At the end of each month, write down your current sales targets, promotion targets etc. Check through any objectives and action plans you have and see if there are any deadlines or milestones due this month. If so, record them with the target date on your monthly overview as well. 47 SALES MANAGEMENT AND ORGANISATION By keeping this overview folded into your daily dated plans, these medium-term objectives are kept in front of you each day as a constant reminder of what has to be achieved.

Under-cook the forecast and you have not got the resources to meet the orders. Result: frustration, demotivation and reduced profits. 23 SALES MANAGEMENT AND ORGANISATION Over-cook the forecast and you have under-used resources standing idle. Result: pressure on the sales force, frustration and reduced profits. For many companies, an important element in this forecasting is sales force input. Notes made on customer record cards (see Chapter 4) during the year to help you make individual customer forecasts will prove invaluable in this.

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