Peddler Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Peddler. We’ll look at the employee onboarding process/steps you can add to your own reusable Peddler checklist.

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Peddler Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Peddler 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 Peddler, you’re in the right place. We’ve put together a sample Peddler onboarding checklist below and have created onboarding templates & resources to help.

Peddler Onboarding Checklist

1. Sales Training: The new peddler should undergo comprehensive sales training to understand the company’s products or services, sales techniques, and customer engagement strategies. This training can be conducted by the sales manager or a designated sales trainer within the company.

2. Product Knowledge: It is crucial for the peddler to have a deep understanding of the products they will be selling. This task involves studying product specifications, features, benefits, and competitive advantages. The responsibility of providing product knowledge lies with the product management team or designated product experts.

3. Territory Familiarization: The peddler needs to become familiar with their assigned sales territory, including key accounts, potential customers, competitors, and market dynamics. The sales manager or a senior sales representative can guide them in understanding the territory and provide insights on effective sales strategies.

4. CRM Training: Familiarizing the peddler with the company’s customer relationship management (CRM) system is essential for efficient sales operations. This task involves training on how to use the CRM software, input customer data, track sales activities, and generate reports. The CRM administrator or a designated IT support person can perform this training.

5. Sales Process Overview: The peddler should receive an overview of the company’s sales process, including lead generation, prospecting, qualifying leads, making sales presentations, negotiating, closing deals, and post-sales follow-up. The sales manager or a senior sales representative can provide this overview and explain the steps involved in each stage.

6. Shadowing Experienced Peddlers: To gain practical insights and learn from experienced professionals, the new peddler should have the opportunity to shadow and observe successful peddlers in action. This task allows them to understand real-world sales techniques, customer interactions, and effective selling strategies. The sales manager or senior sales representatives can facilitate this shadowing process.

7. Sales Collateral Review: The peddler should review and familiarize themselves with the company’s sales collateral, including brochures, presentations, case studies, and product catalogs. This task helps them understand the available marketing materials and how to effectively utilize them during sales interactions. The marketing team or designated sales support personnel can provide the necessary materials and guidance.

8. Goal Setting: Setting clear sales goals is crucial for the peddler’s success. This task involves discussing and establishing achievable sales targets, both in terms of revenue and customer acquisition. The sales manager or a designated supervisor should conduct goal-setting sessions and provide guidance on how to track progress towards these goals.

9. Role Play and Mock Sales Presentations: To build confidence and refine sales skills, the new peddler should engage in role-playing exercises and mock sales presentations. This task allows them to practice objection handling, effective communication, and presentation skills. The sales manager or senior sales representatives can conduct these sessions and provide constructive feedback.

10. Introduction to Support Teams: The peddler should be introduced to various support teams within the company, such as customer service, technical support, and order processing. This task ensures that the peddler understands the resources available to assist them in addressing customer needs and resolving any issues that may arise. The sales manager or a designated representative from each support team can facilitate these introductions.

11. Performance Evaluation and Feedback: Regular performance evaluations and feedback sessions are essential for the peddler’s growth and development. This task involves setting up a system for evaluating sales performance, providing constructive feedback, and identifying areas for improvement. The sales manager or a designated supervisor should conduct these evaluations and feedback sessions on a regular basis.

12. Networking Opportunities: The peddler should be encouraged to participate in networking events, industry conferences, and trade shows to expand their professional network and gain exposure to potential customers. This task involves providing information about relevant events and facilitating the peddler’s attendance. The sales manager or a designated representative can guide them in identifying suitable networking opportunities.

13. Continuous Learning: To stay updated with industry trends, sales techniques, and product knowledge, the peddler should be encouraged to engage in continuous learning. This task involves providing access to relevant training materials, online courses, webinars, and industry publications. The sales manager or a designated learning and development team can facilitate this continuous learning process.

14. Team Integration: The peddler should be integrated into the sales team and the broader company culture. This task involves introducing them to team members, organizing team-building activities, and fostering a collaborative environment. The sales manager or a designated team leader can facilitate this integration process.

15. Performance Incentives and Compensation: The peddler should receive a clear understanding of the company’s performance incentives and compensation structure. This task involves explaining how sales commissions, bonuses, and other incentives are calculated and awarded. The sales manager or the HR department can provide this information and address any related queries.

16. Compliance and Ethical Guidelines: The peddler should be educated on the company’s compliance policies, ethical guidelines, and legal obligations related to sales activities. This task involves providing training on topics such as anti-bribery, data privacy, and fair competition. The legal or compliance department, along with the sales manager, should conduct this training.

17. Performance Metrics and Reporting: The peddler should be familiarized with the key performance metrics used to evaluate sales performance and the reporting processes. This task involves explaining how to track and report sales activities, revenue, and customer data. The sales manager or a designated reporting specialist can provide guidance on these metrics and reporting requirements.

18. Ongoing Support: The peddler should have access to ongoing support and guidance throughout their tenure with the company. This task involves establishing a system for addressing questions, providing mentorship, and offering assistance when needed. The sales manager, senior sales representatives, and designated support personnel should be available to provide ongoing support to the peddler

Setting Up Your Employee Onboarding Process

From reading through the items in the example Peddler checklist above, you’ll now have an idea of how you can apply best practices to getting your new Peddler 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.

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