Route Sales Person Workflow Map

In this article, we’ve created a starter Route Sales Person Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Route Sales Person role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Route Sales Person

The path towards better systems and processes in your Route Sales Person role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Route Sales Person Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Route Sales Person

1. Prospecting: Identifying potential customers and evaluating their needs and preferences.
2. Preparing: Gathering necessary information and resources to effectively present products/services to customers.
3. Presenting: Engaging with customers and showcasing the features and benefits of the products/services.
4. Negotiating: Collaborating with customers to reach mutually beneficial agreements on pricing, terms, and conditions.
5. Closing: Finalizing the sale and ensuring all necessary paperwork and documentation are completed accurately.
6. Delivering: Coordinating the delivery of products/services to customers in a timely and efficient manner.
7. Training: Providing customers with necessary training and guidance on how to effectively use the products/services.
8. Follow-up: Checking in with customers after the sale to ensure satisfaction and address any concerns or issues.
9. Upselling/Cross-selling: Identifying opportunities to offer additional products/services that complement the customer’s initial purchase.
10. Relationship Building: Cultivating long-term relationships with customers through regular communication, support, and personalized service

Business Growth & Improvement Experiments

1. Name: Implement a CRM system
Description: Introduce a customer relationship management (CRM) system to track and manage customer interactions, sales leads, and order history. This will streamline the sales process, improve customer service, and provide valuable insights for targeted marketing campaigns.
Expected Outcome: Increased efficiency in managing customer relationships, improved sales forecasting, and enhanced customer satisfaction.

2. Name: Conduct customer satisfaction surveys
Description: Develop and distribute surveys to collect feedback from customers regarding their experience with the company’s products or services. This will help identify areas for improvement, understand customer preferences, and enhance overall customer satisfaction.
Expected Outcome: Improved understanding of customer needs, identification of areas for improvement, and increased customer loyalty.

3. Name: Optimize route planning
Description: Utilize route optimization software or tools to plan the most efficient and cost-effective routes for sales visits. This will minimize travel time, reduce fuel costs, and increase the number of customer visits per day.
Expected Outcome: Increased productivity, reduced transportation costs, and improved customer service through timely visits.

4. Name: Cross-selling and upselling training
Description: Provide training to sales personnel on effective cross-selling and upselling techniques. This will enable them to identify opportunities to offer additional products or services to customers, thereby increasing sales revenue.
Expected Outcome: Increased average order value, improved customer satisfaction, and enhanced sales performance.

5. Name: Implement a referral program
Description: Develop and launch a referral program to incentivize existing customers to refer new customers. This will help expand the customer base, increase brand awareness, and generate new sales leads.
Expected Outcome: Increased customer acquisition, improved brand reputation, and enhanced sales growth.

6. Name: Analyze sales data for market trends
Description: Analyze sales data to identify market trends, customer preferences, and potential opportunities for new product development or market expansion. This will enable the company to make informed business decisions and stay ahead of competitors.
Expected Outcome: Improved market intelligence, identification of growth opportunities, and increased competitiveness.

7. Name: Streamline order processing
Description: Evaluate and streamline the order processing system by implementing automation tools or software. This will reduce manual errors, improve order accuracy, and enhance overall operational efficiency.
Expected Outcome: Faster order processing, reduced errors, and improved customer satisfaction.

8. Name: Enhance product knowledge and training
Description: Provide regular product knowledge and sales training sessions to sales personnel to ensure they are well-equipped to effectively communicate product features, benefits, and value propositions to customers. This will improve sales effectiveness and customer engagement.
Expected Outcome: Increased sales conversion rates, improved customer satisfaction, and enhanced brand reputation.

9. Name: Develop strategic partnerships
Description: Identify and establish strategic partnerships with complementary businesses or suppliers to leverage each other’s customer base, resources, and expertise. This will help expand market reach, increase brand visibility, and drive mutual growth.
Expected Outcome: Increased customer base, improved market penetration, and enhanced business growth.

10. Name: Implement a customer loyalty program
Description: Design and implement a customer loyalty program to reward and retain existing customers. This can include offering exclusive discounts, personalized offers, or VIP benefits. This will foster customer loyalty, increase repeat purchases, and drive customer advocacy.
Expected Outcome: Increased customer retention, improved customer lifetime value, and enhanced brand loyalty

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.

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