Other Sales Support Worker Onboarding Checklist

Other Sales Support Worker Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Other Sales Support Worker 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 Customer Service onboarding experience or just need an onboarding checklist for your new Other Sales Support Worker, you’re in the right place. We’ve put together a sample Other Sales Support Worker onboarding checklist below and have created onboarding templates & resources to help.

Other Sales Support Worker Onboarding Checklist

1. Introduction to company culture and values: This task involves providing the new sales support worker 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. Typically, this task is performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The new sales support worker needs to be acquainted with the company’s policies and procedures, including those related to customer service, sales processes, and data management. This task is usually carried out by the HR department or the sales manager, who provides the necessary documentation and conducts training sessions.

3. Introduction to the sales team: It is crucial for the new sales support worker to meet and get to know their colleagues in the sales department. This task involves introducing them to the team members, explaining their roles and responsibilities, and facilitating team-building activities. The sales manager or team leader typically performs this task.

4. Product and service training: To effectively support the sales team, the new worker needs a comprehensive understanding of the company’s products or services. This task involves providing training sessions on the features, benefits, and usage of the offerings. It is usually conducted by the product or service experts, along with the sales manager.

5. CRM system training: As a sales support worker, proficiency in the customer relationship management (CRM) system is essential. This task involves training the new employee on how to navigate and utilize the CRM system effectively. The IT department or a designated CRM administrator typically performs this task.

6. Shadowing experienced sales support workers: To gain practical knowledge and learn best practices, the new sales support worker should shadow experienced colleagues. This task involves pairing them with seasoned sales support workers who can provide guidance, answer questions, and demonstrate effective techniques. The sales manager or team leader arranges and oversees this task.

7. Familiarization with sales tools and software: In addition to the CRM system, there may be other sales tools and software that the sales support worker needs to be familiar with. This task involves providing training on these tools, such as sales analytics software, communication platforms, or project management tools. The IT department or relevant software experts perform this task.

8. Understanding customer profiles and segmentation: To provide effective support, the sales support worker should have a clear understanding of the company’s target customers and their segmentation. This task involves providing information on customer profiles, demographics, preferences, and buying behaviors. The sales manager or marketing department typically performs this task.

9. Learning sales support processes and workflows: Each company may have specific processes and workflows for sales support tasks, such as order processing, lead management, or customer inquiries. This task involves training the new worker on these processes, ensuring they understand the steps, timelines, and responsibilities involved. The sales manager or a designated sales support supervisor performs this task.

10. Introduction to key stakeholders: The new sales support worker should be introduced to key stakeholders within the company, such as senior management, marketing, finance, and operations teams. This task involves facilitating meetings or introductions to help the worker understand the roles and responsibilities of these stakeholders and how they interact with the sales support function. The sales manager or HR department typically performs this task.

11. Performance expectations and goal setting: To ensure clarity and alignment, the new sales support worker should have a clear understanding of their performance expectations and goals. This task involves setting performance targets, discussing key performance indicators, and establishing regular feedback mechanisms. The sales manager or team leader performs this task in collaboration with the HR department.

12. Ongoing training and development opportunities: To support the growth and development of the sales support worker, it is important to provide ongoing training and development opportunities. This task involves identifying relevant training programs, workshops, or certifications that can enhance their skills and knowledge. The HR department or sales manager is responsible for identifying and facilitating these opportunities.

13. Introduction to customer service protocols: As a sales support worker, providing excellent customer service is crucial. This task involves training the new employee on customer service protocols, including handling customer complaints, resolving issues, and maintaining a positive customer experience. The customer service department or sales manager typically performs this task.

14. Introduction to sales support tools and resources: The new sales support worker should be familiarized with the various tools and resources available to assist them in their role. This task involves providing access to sales support materials, templates, FAQs, and other resources that can streamline their work and improve efficiency. The sales manager or a designated sales support supervisor performs this task.

15. Introduction to company-wide communication channels: To ensure effective communication within the company, the new sales support worker should be introduced to the various communication channels used, such as email, instant messaging platforms, or project management tools. This task involves providing access and training on these channels to facilitate seamless communication. The IT department or a designated communication coordinator performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Other Sales Support Worker checklist above, you’ll now have an idea of how you can apply best practices to getting your new Other Sales Support Worker up to speed and working well in your Customer Service 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.