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Identify Sales Performance Problems  >  History  >  HermanCheckStart Report

Don Philips
Background
Tops in training class; picked as star presenter; creative problem solver; very enthusiastic; self-starter

Performance
Good to fair activity; has landed a few deals; reports are always late and usually incomplete; late to meetings; disorganized; some customer service issues not dealt with promptly
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Persuasive Sales Report

Sales positions which require a substantial amount of detailed follow-up will be quite difficult for them. It is important that they use some form of time management system to support the level of organization necessary for some sales positions.

Your Choice:
 Change - Move the person to another position or modify the responsibilities of the current position
3 months later
Since giving Don a part-time sales assistant to help with his paperwork, Don's number of presentations per week has increased, and with it, his sales volume. He is even on time for meetings most of the time.
6 months later
Don has the sales assistant really busy following up with customers after his sales calls. She has even gotten a few orders herself. Don is concentrating on new prospects.
12 months later
After Don's sales assistant changed to full time, his production exploded. Free from dealing with all of those details and paperwork, his energy has been focused directly on producing new sales, and his business is up 40%.



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