Sales Administrator Onboarding Checklist

Sales Administrator Onboarding Process

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

Sales Administrator Onboarding Checklist

1. Introduction to company policies and procedures: The sales administrator should receive a comprehensive overview of the company’s policies and procedures, including guidelines for sales processes, customer interactions, and data management. This task is typically performed by the HR department or a designated trainer.

2. Familiarization with sales tools and software: The sales administrator needs to become proficient in using the various sales tools and software utilized by the company, such as CRM systems, order management platforms, and reporting tools. This task is usually conducted by the IT department or a designated sales operations team member.

3. Understanding the sales team structure and roles: It is crucial for the sales administrator to have a clear understanding of the sales team structure, including the roles and responsibilities of each team member. This task is typically performed by the sales manager or a senior sales team member.

4. Introduction to key stakeholders: The sales administrator should be introduced to key stakeholders within the company, such as the sales team, marketing department, finance department, and customer support team. This task is usually coordinated by the sales manager or a designated team member.

5. Training on sales reporting and analysis: The sales administrator should receive training on generating sales reports, analyzing data, and extracting insights to support decision-making. This task is typically performed by the sales operations team or a designated sales analyst.

6. Familiarization with sales targets and goals: The sales administrator should be provided with a clear understanding of the company’s sales targets and goals, as well as how individual and team performance is measured. This task is usually conducted by the sales manager or a designated team member.

7. Introduction to customer relationship management: The sales administrator should receive training on managing customer relationships, including understanding customer needs, handling inquiries, and resolving issues. This task is typically performed by the sales manager or a designated customer support team member.

8. Learning about product or service offerings: The sales administrator should be educated about the company’s product or service offerings, including their features, benefits, and competitive advantages. This task is usually conducted by the sales manager or a designated product specialist.

9. Understanding sales order processing: The sales administrator should be trained on the sales order processing workflow, including order entry, order fulfillment, and invoicing. This task is typically performed by the sales operations team or a designated order processing specialist.

10. Introduction to sales forecasting and pipeline management: The sales administrator should receive training on sales forecasting techniques and pipeline management, including how to track and analyze sales opportunities. This task is usually conducted by the sales manager or a designated sales operations team member.

11. Familiarization with pricing and discount structures: The sales administrator should be educated on the company’s pricing and discount structures, including any applicable pricing policies or guidelines. This task is typically performed by the sales manager or a designated pricing specialist.

12. Training on sales support and administrative tasks: The sales administrator should receive training on various sales support and administrative tasks, such as preparing sales presentations, managing sales documentation, and coordinating sales meetings. This task is usually conducted by the sales manager or a designated sales support team member.

13. Introduction to company culture and values: The sales administrator should be introduced to the company’s culture and values, including its mission, vision, and core principles. This task is typically performed by the HR department or a designated company culture ambassador.

14. Shadowing experienced sales administrators: The sales administrator should have the opportunity to shadow experienced sales administrators to observe their day-to-day tasks, gain practical insights, and learn best practices. This task is usually coordinated by the sales manager or a designated mentor.

15. Ongoing training and professional development: The sales administrator should be provided with ongoing training and opportunities for professional development to enhance their skills and knowledge in sales administration. This task is typically coordinated by the sales manager or the HR department

Setting Up Your Employee Onboarding Process

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