Route Salesperson Onboarding Checklist

Route Salesperson Onboarding Process

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

Route Salesperson Onboarding Checklist

1. Introduction to company culture and values: The task involves providing a comprehensive overview of the company’s culture, values, and mission. This task is typically performed by the HR department or a designated company representative who can explain the organization’s core principles and how they align with the salesperson’s role.

2. Familiarization with product portfolio: The salesperson needs to become well-versed in the company’s product offerings. This task involves providing detailed information about each product, including features, benefits, and target market. The sales manager or a product specialist typically performs this task.

3. Understanding sales processes and strategies: The salesperson should be introduced to the company’s sales processes, methodologies, and strategies. This includes learning about lead generation, prospecting, qualifying leads, making sales presentations, negotiating, and closing deals. The sales manager or a senior salesperson usually handles this task.

4. Territory mapping and route planning: The salesperson needs to be familiarized with their assigned territory and develop a strategic plan for visiting customers and prospects efficiently. This task involves understanding the geography, customer distribution, and potential sales opportunities within the territory. The sales manager or a designated territory manager typically assists with this task.

5. Training on sales tools and technology: The salesperson should receive training on the various sales tools and technology platforms used by the company. This includes CRM systems, order management software, mobile applications, and any other tools specific to the sales role. The IT department or a designated trainer usually conducts this training.

6. Shadowing experienced salespeople: To gain practical insights and learn best practices, the new salesperson should have the opportunity to shadow experienced salespeople in the field. This task involves pairing the new salesperson with a seasoned sales representative who can provide guidance, demonstrate effective sales techniques, and answer questions.

7. Building relationships with internal stakeholders: The salesperson should be introduced to key internal stakeholders who play a role in supporting the sales process. This includes meeting with customer service representatives, logistics personnel, marketing teams, and other departments that collaborate with sales. The sales manager or a designated liaison typically facilitates these introductions.

8. Understanding pricing and discount structures: The salesperson needs to comprehend the company’s pricing and discount structures to effectively negotiate and close deals. This task involves explaining the pricing strategy, discount policies, and any special pricing considerations. The sales manager or a pricing specialist typically handles this task.

9. Learning about customer service and support processes: The salesperson should be familiarized with the company’s customer service and support processes to ensure a seamless experience for customers. This task involves understanding how to escalate customer issues, initiate returns or exchanges, and coordinate with the customer service team. The customer service manager or a designated representative typically provides this training.

10. Reviewing sales performance metrics and targets: The salesperson should be provided with clear performance metrics and targets to strive for. This task involves explaining key performance indicators (KPIs), sales quotas, and any incentive programs tied to performance. The sales manager or a designated performance manager typically handles this task.

11. Compliance and legal training: The salesperson needs to understand any legal and compliance requirements related to their role, such as data privacy regulations, industry-specific regulations, or ethical guidelines. This task involves providing training on these topics to ensure the salesperson operates within legal and ethical boundaries. The legal department or a designated compliance officer typically conducts this training.

12. Establishing communication channels: The salesperson should be introduced to the various communication channels used within the company, such as email, instant messaging platforms, and internal collaboration tools. This task involves setting up the necessary accounts and providing guidelines on appropriate communication practices. The IT department or a designated communication coordinator typically assists with this task.

13. Setting up sales targets and action plans: The salesperson should work with their sales manager to establish individual sales targets and develop action plans to achieve them. This task involves setting realistic goals, identifying key strategies, and outlining specific activities to be undertaken. The sales manager and the salesperson collaborate on this task.

14. Reviewing company policies and procedures: The salesperson should be familiarized with the company’s policies and procedures, including those related to sales, travel, expenses, and code of conduct. This task involves providing the necessary documentation and ensuring the salesperson understands and adheres to these policies. The HR department or a designated policy coordinator typically handles this task.

15. Ongoing training and development opportunities: The salesperson should be made aware of the company’s commitment to continuous learning and development. This task involves discussing available training programs, workshops, conferences, and other opportunities for professional growth. The HR department or a designated training coordinator typically provides this information

Setting Up Your Employee Onboarding Process

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