Engineering Supplies Sales Onboarding Checklist

Engineering Supplies Sales Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Engineering Supplies Sales starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Sales onboarding experience or just need an onboarding checklist for your new Engineering Supplies Sales, you’re in the right place. We’ve put together a sample Engineering Supplies Sales onboarding checklist below and have created onboarding templates & resources to help.

Engineering Supplies Sales Onboarding Checklist

1. Introduction to company culture and values: This task involves providing the new employee with an overview of the company’s culture, values, and mission. It helps them understand the company’s core principles and how they align with their role as an engineering supplies salesperson. This task is typically performed by the HR department or a designated company representative.

2. Product and industry training: To excel in engineering supplies sales, it is crucial for the new employee to have a comprehensive understanding of the products they will be selling and the industry they will be operating in. This task involves providing training sessions or materials that cover product knowledge, industry trends, and competitor analysis. The sales manager or a designated product specialist usually performs this task.

3. Familiarization with sales tools and systems: In order to effectively manage sales activities, the new employee needs to be familiar with the sales tools and systems used by the company. This task involves providing training on CRM software, order management systems, and any other tools specific to the sales process. The IT department or a designated sales operations specialist typically performs this task.

4. Shadowing experienced sales representatives: To gain practical insights into the job, the new employee should have the opportunity to shadow experienced sales representatives. This task involves pairing the new employee with a seasoned salesperson who can provide guidance, demonstrate effective sales techniques, and answer any questions. The sales manager or a designated mentor within the sales team usually performs this task.

5. Setting sales targets and expectations: It is important to establish clear sales targets and expectations for the new employee. This task involves discussing sales goals, performance metrics, and key performance indicators (KPIs) that the employee will be evaluated against. The sales manager or a designated supervisor typically performs this task.

6. Territory and account assignment: Depending on the company’s sales structure, the new employee may be assigned a specific territory or set of accounts to manage. This task involves providing the employee with a list of assigned customers, their contact information, and any relevant background information. The sales manager or a designated sales operations specialist typically performs this task.

7. Introduction to pricing and negotiation strategies: In the field of engineering supplies sales, pricing and negotiation skills are crucial. This task involves providing the new employee with an understanding of the company’s pricing strategy, discount policies, and negotiation techniques. The sales manager or a designated pricing specialist usually performs this task.

8. Collaboration with other departments: Sales is often a collaborative effort that requires coordination with other departments such as marketing, customer service, and logistics. This task involves introducing the new employee to key personnel in these departments and explaining their roles and responsibilities. The sales manager or a designated cross-functional team leader typically performs this task.

9. Building relationships with key customers: To succeed in engineering supplies sales, it is important to establish strong relationships with key customers. This task involves introducing the new employee to important customers, arranging meetings or calls, and providing guidance on effective relationship-building strategies. The sales manager or a designated account manager typically performs this task.

10. Ongoing training and development: Continuous learning and development are essential for sales professionals. This task involves creating a plan for ongoing training, attending industry conferences or seminars, and providing access to relevant sales resources. The HR department or a designated sales training specialist typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Engineering Supplies Sales checklist above, you’ll now have an idea of how you can apply best practices to getting your new Engineering Supplies Sales up to speed and working well in your Sales team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.