In this article, we’ll look at the best practices for onboarding your new Vending Machine Supplier. We’ll look at the employee onboarding process/steps you can add to your own reusable Vending Machine Supplier checklist.
Need help with onboarding new Sales team members? See the templates and resources we recommend for successful onboarding experiences.
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Are you looking for help setting up a staff orientation process so that when your new Vending Machine Supplier 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 Vending Machine Supplier, you’re in the right place. We’ve put together a sample Vending Machine Supplier onboarding checklist below and have created onboarding templates & resources to help.
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 sales team’s objectives.
2. Familiarization with product portfolio: This task entails introducing the new hire to the company’s range of vending machines, products, and services. It may involve providing product catalogs, conducting product demonstrations, or arranging meetings with product managers or technical experts. The sales manager or a product specialist usually performs this task.
3. Understanding the sales process: The new hire needs to grasp the sales process specific to the vending machine industry. This task involves explaining the various stages of the sales cycle, from prospecting and lead generation to closing deals and account management. The sales manager or a senior salesperson typically handles this task.
4. Learning about target markets and customers: To effectively sell vending machines, the new hire must understand the target markets and customer segments the company serves. This task involves studying market research reports, analyzing customer profiles, and identifying key industry trends. The sales manager or a market research specialist may assist in this task.
5. Training on sales techniques and strategies: This task focuses on equipping the new hire with essential sales skills and techniques. It may involve training sessions on effective communication, negotiation, objection handling, and relationship building. Sales trainers or experienced salespeople often conduct these training sessions.
6. Familiarization with CRM software: As a vending machine supplier, the company likely uses customer relationship management (CRM) software to manage sales activities. This task involves providing training on how to use the CRM system, including entering leads, tracking opportunities, and generating reports. The IT department or a CRM administrator typically performs this task.
7. Understanding pricing and contracts: The new hire needs to comprehend the company’s pricing structure, contract terms, and negotiation guidelines. This task involves reviewing pricing documents, contract templates, and discussing pricing strategies with the sales manager or a pricing specialist.
8. Shadowing experienced salespeople: To gain practical insights into the sales process, the new hire may shadow experienced salespeople during client meetings, presentations, or negotiations. This task allows them to observe successful sales techniques and learn from real-world scenarios. The sales manager or senior salespeople facilitate this task.
9. Building relationships with internal stakeholders: This task involves introducing the new hire to key internal stakeholders, such as customer service representatives, product managers, and technical support teams. It aims to foster collaboration and ensure a smooth flow of information between departments. The sales manager or a designated team member may coordinate this task.
10. Setting performance goals and expectations: The new hire should have clear performance goals and expectations set by the company. This task involves discussing sales targets, KPIs, and performance metrics. The sales manager or a senior executive typically performs this task, ensuring alignment with the company’s overall sales objectives.
11. Providing ongoing sales training and support: To continuously develop sales skills and product knowledge, the new hire should receive ongoing training and support. This task involves organizing regular training sessions, sharing industry updates, and providing mentorship opportunities. The sales manager, sales trainers, or senior salespeople often handle this task.
12. Conducting market research and competitive analysis: The new hire should be familiar with the competitive landscape and industry trends. This task involves conducting market research, analyzing competitors’ offerings, and identifying potential market opportunities. The sales manager or a market research specialist may assist in this task.
13. Attending industry conferences and trade shows: To expand industry knowledge and network with potential customers, the new hire should attend relevant conferences and trade shows. This task involves identifying suitable events, arranging travel logistics, and providing necessary support. The sales manager or a designated team member typically handles this task.
14. Reviewing and understanding company policies and procedures: The new hire should be familiar with the company’s policies and procedures, including sales guidelines, code of conduct, and ethical standards. This task involves reviewing policy documents, attending compliance training sessions, and signing necessary agreements. The HR department or a compliance officer typically performs this task.
15. Establishing a sales territory and account management plan: If the new hire is assigned a specific sales territory, this task involves defining the territory boundaries, identifying potential customers, and developing an account management plan. The sales manager or a senior salesperson may guide the new hire in this task.
16. Participating in team meetings and sales reviews: The new hire should actively participate in team meetings and sales reviews to stay updated on sales performance, share insights, and collaborate with colleagues. This task involves attending regular team meetings, contributing to discussions, and providing progress updates. The sales manager or team leader typically organizes these meetings.
17. Developing a sales pipeline and prospecting strategy: The new hire should learn how to build and manage a sales pipeline effectively. This task involves understanding lead generation techniques, prospecting strategies, and utilizing CRM tools to track and prioritize leads. The sales manager or a senior salesperson may provide guidance in this task.
18. Establishing relationships with key accounts: If the new hire is responsible for managing key accounts, this task involves building relationships with existing customers, understanding their needs, and identifying opportunities for upselling or cross-selling. The sales manager or a senior salesperson may assist in this task.
19. Conducting product training for clients: The new hire may be required to conduct product training sessions for clients or end-users. This task involves preparing training materials, delivering presentations, and addressing customer questions or concerns. The sales manager or a product specialist may provide support in this task.
20. Evaluating and optimizing sales strategies: The new hire should continuously evaluate sales strategies and identify areas for improvement. This task involves analyzing sales data, seeking feedback from customers and colleagues, and proposing adjustments to sales tactics. The sales manager or a sales analyst may collaborate on this task
From reading through the items in the example Vending Machine Supplier checklist above, you’ll now have an idea of how you can apply best practices to getting your new Vending Machine Supplier 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.
