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16-1 Planning, Planning, Staffing, and Staffing, and Training Training Successful Successful Salespeople Salespeople Chapter Chapter 16 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

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Page 1: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-1

Planning, Staffing, and Planning, Staffing, and Training Successful Training Successful

SalespeopleSalespeople

Planning, Staffing, and Planning, Staffing, and Training Successful Training Successful

SalespeopleSalespeople

ChapterChapter

1616ChapterChapter

1616

Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

Page 2: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-2

ChapterChapter

1616ChapterChapter

1616

Page 3: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-3

Transition From Salesperson to Sales Manager

What changes occur?Perspectives change

Goals change

Responsibilities change

Satisfaction changes

Job skill requirements change

Relationships change

Page 4: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-4

Transition From Salesperson to Sales Manager cont…

Problems experienced by new managersLack of preparation for the job

The key to making a successful transitionLearning attitude

Realistic expectations

Learning new job responsibilities

Need to make the initial adjustments

Page 5: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-5

Exhibit 16-2: The District Sales Manager Links Salespeople to the Company

Page 6: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-6

What Is the Salary for Management?

Salary is usually related to:Annual sales volume of units managed

Number of salespeople supervised

Length of experience in sales

Annual sales volume of the firm

Salary is just one part of compensation

The higher the sales position, the greater the benefits offered

Page 7: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-7

Overview of the Job

A sales manager’s main goal is to achieve the

levels of sales, volume, profits, and sales

growth desired by higher levels of

management

The factor underlying success in achieving

the goal is the ability to influence the behavior

of all parties involved

Page 8: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-8

Sales Management Functions

Planning

Staffing

Training

Directing

Evaluating

Page 9: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-9

Sales Force Planning

Sales forecastingUses of sales forecasts

The sales manager’s budgetMethods of developing sales force budgets

Organizing the sales forceOrganizational design

Organizational structure

Page 10: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-10

Staffing: Having the Right People to Sell

Staffing

Two elementsPeople planning - first staffing element

– Sales force size

– Type of people

– Job analysis

– Job descriptions

– Job specifications

Page 11: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-11

Training the Sales Force

Sales trainingPurposes of trainingTraining methods:

DiscussionRole playingOn-the-job training

Where does training take place?Centralized training programsDecentralized training

Page 12: 16-1 Planning, Staffing, and Training Successful Salespeople Chapter 16 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

16-12

Training the Sales Force cont…

When does training occur?

Who is involved in training?Corporate staff trainers

Sales force personnel

Outside training specialists

Combination of training sources