Team Supervision
As a sales manager, you can decide the actions that each of your reps must perform to achieve the team’s sales objectives. You can provide guidance to improve reps’ performance, and encourage and motivate them to do their tasks to the best of their abilities.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
It’s important to continually manage every rep’s activities. Generally, the tasks of a sales manager are part of these categories: planning, directing, and checking. You’re responsible for these activities:
- Assign work to sales reps.
- Set the required standards to measure performance.
- Evaluate each sales rep's performance according to the set standards.
The areas that require consistent monitoring include:
- Assigned user tasks
- Visit completions
- Time utilization
With integrated time and GPS coordinate tracking, you can monitor visits and other related activities. You can also be in close contact with your team to react on issues and identify areas in which they need guidance.
The table describes the roles and responsibilities of a user who works in a team.
| User | Capability |
|---|---|
| Sales Support |
|
| Supervisor |
|
- Set up a Supervisor
Set up a Supervisor role to manage and monitor the workloads and activities of sales reps. A supervisor can monitor the users who have the Sales Rep role assigned to them. A sales rep can create a visit only for themselves whereas a supervisor can create and manage visits for sales reps in their hierarchy. - Customer Tasks
Customer tasks are requests, action items, and issues that a customer reports. Recording these tasks ensures that the reported issues aren’t missed or overlooked. Resolving these issues improves your relationship with your customer. - Team Coaching
Coach your team members to bring the best out of their abilities. Team coaching involves improving essential skills by using a structured process. As a supervisor, regular coaching is integral to the team members becoming more productive, confident, and skilled at their job. It’s important to train the team regularly to keep the relevant information fresh in the members' minds. - Team Collaboration
With multiple teams working with different customers, collaboration is important to improve customer experience. Teams can collaborate to share information such as competitor products, a competitor’s selling strategy, or new campaigns that were identified during customer visits. When your teams collaborate, they have better information to tailor assortments to your customers’ needs, and as a result customer loyalty, business revenue, and overall shopping experience improves.
