Sales Representative (Industrial Products) Onboarding Checklist

Sales Representative (Industrial Products) Onboarding Process

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

Sales Representative (Industrial Products) Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new sales representative with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their actions accordingly. The HR department or a designated company representative typically performs this task.

2. Product and service training: This task involves providing comprehensive training on the industrial products the sales representative will be selling. It includes understanding the features, benefits, and applications of each product, as well as any technical knowledge required. The sales manager or a designated product expert typically performs this task.

3. Familiarization with sales processes and tools: The new sales representative needs to be familiarized with the company’s sales processes, including lead generation, prospecting, qualifying, presenting, and closing deals. They should also be trained on the sales tools and software used by the company, such as CRM systems, email marketing platforms, and presentation software. The sales manager or a designated sales operations specialist typically performs this task.

4. Market and competitor analysis: To be successful in selling industrial products, the sales representative needs to have a deep understanding of the market and the competition. This task involves providing them with market research reports, competitor analysis, and insights into industry trends. The sales manager or a designated market research specialist typically performs this task.

5. Shadowing experienced sales representatives: Shadowing experienced sales representatives allows the new sales representative to observe and learn from their colleagues’ sales techniques, strategies, and customer interactions. This task helps them gain practical knowledge and build confidence in their sales abilities. The sales manager or a designated mentor typically arranges and oversees this task.

6. Building relationships with internal stakeholders: Sales representatives often need to collaborate with various internal teams, such as marketing, customer support, and product development. This task involves introducing the new sales representative to key stakeholders and facilitating meetings or training sessions to foster effective communication and collaboration. The sales manager or a designated team leader typically performs this task.

7. Setting sales targets and performance expectations: To ensure clarity and accountability, the new sales representative should be provided with clear sales targets and performance expectations. This task involves discussing and setting realistic goals, as well as establishing metrics to measure their progress and success. The sales manager or a designated performance manager typically performs this task.

8. Territory and account assignment: Depending on the company’s sales structure, the new sales representative may be assigned a specific territory or a set of accounts to manage. This task involves providing them with a list of assigned territories or accounts, along with any relevant information about existing customers, prospects, or sales history. The sales manager or a designated territory manager typically performs this task.

9. Role-playing and sales simulations: To enhance the sales representative’s skills and confidence, role-playing and sales simulations can be conducted. This task involves creating scenarios that mimic real-life sales situations, allowing the new sales representative to practice their pitch, objection handling, and negotiation skills. The sales manager or a designated sales trainer typically performs this task.

10. Continuous training and development: Sales representatives should be encouraged to continuously improve their skills and knowledge. This task involves providing ongoing training opportunities, such as sales workshops, webinars, or industry conferences, to help them stay updated with the latest sales techniques and industry trends. The sales manager or a designated training coordinator typically performs this task

Setting Up Your Employee Onboarding Process

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