Sales Activities

Sales Activities

Sales Activities Jonathan Poland

A sales activity is any action or task that a salesperson undertakes in order to achieve revenue. This can include a wide range of activities, from strategic planning and preparation, to communication with potential or existing customers, to administrative work related to the sales process.

Sales activities can vary greatly depending on the industry, company, and sales team involved. In some cases, salespeople may be responsible for managing the entire sales process from start to finish, including tasks such as billing and order fulfillment. By engaging in a variety of sales activities, salespeople can improve their chances of success and help their companies generate revenue. The following are common examples.

Billing / Payment Processes Closing
Cold Calling Collateral Development

Conferences Contact Reviews
Cross-selling Customer Emails / Messaging
Customer Relationship Management Customer Research
Customer Return on Investment Modeling Customer Satisfaction
Data Capture Deal Approvals
Draft Contract First Call / Contact
Fulfilling Order Identifying Decision Makers
Incident Management Margin Calculations
Market Intelligence Meeting Proposals
Meeting Scheduling Needs Analysis
Negotiation Post Sales Follow-up
Presentations Problem Management
Product Demonstrations Product Training
Promotional Events Proof of Concept
Proposals Prospecting
Prototyping Public Speaking
Qualifying Quotations
Relationship Building Request for Proposal (RFP)
Request for Quotation (RFQ) Sales Calls
Sales Meetings Solution Design
Solution Pitch Submitting Order
Upselling Win-Loss Analysis
Learn More
Types of Infrastructure Jonathan Poland

Types of Infrastructure

In an industrial economy, the production of tangible goods and infrastructure plays a central role. This type of economy has…

Venture Capital Jonathan Poland

Venture Capital

Venture capital is a type of private equity financing that is provided to early-stage, high-risk, high-potential companies. Venture capital is…

Specifications Jonathan Poland


A specification is a detailed description of the requirements or procedures that are necessary to implement or carry out a…

Sustainable Design Jonathan Poland

Sustainable Design

Designing for sustainability involves creating products, services, and processes that minimize environmental impact and enhance quality of life for the…

Product Transparency Jonathan Poland

Product Transparency

Product transparency refers to the practice of providing extensive information about products and services, including their ingredients, production methods, and…

Business Assets Jonathan Poland

Business Assets

In business, assets are useful property that are owned by the company. These assets can be divided into three categories:…

Operating Agreement Jonathan Poland

Operating Agreement

An LLC operating agreement is a legal document that outlines the rules and procedures for a limited liability company, including…

Basis of Estimate Jonathan Poland

Basis of Estimate

A basis of estimate (BOE) is a document that outlines the methodology and assumptions used to create an estimate for…

Change Strategy Jonathan Poland

Change Strategy

Change strategy is the process of planning and implementing change within an organization in a systematic and effective manner. It…

Content Database

Search over 1,000 posts on topics across
business, finance, and capital markets.

Economic Moat Jonathan Poland

Economic Moat

An economic moat is a concept in business strategy that refers to a company’s ability to maintain a competitive advantage…

Brand Implementation Jonathan Poland

Brand Implementation

Brand implementation involves the use of project management techniques to plan and execute brand strategy. It is the practical application…

Corporate Identity Jonathan Poland

Corporate Identity

Corporate identity is the visual representation of a company’s brand and values. It includes elements such as a company’s logo,…

Critical Mass Jonathan Poland

Critical Mass

In economics, critical mass refers to the minimum size a company needs to be in order to effectively compete in…

Industrial Design Jonathan Poland

Industrial Design

Industrial design involves creating designs for mass-produced products. A common principle in industrial design is that the design should be…

Product Knowledge Jonathan Poland

Product Knowledge

Product knowledge refers to the ability to effectively communicate information and answer questions about a product or service. This knowledge…

Security Controls Jonathan Poland

Security Controls

IT security controls are measures that are implemented in order to reduce security risks. These controls may be identified through…

What Is Requirements Quality? Jonathan Poland

What Is Requirements Quality?

Requirements quality refers to the extent to which the requirements for a project align with the business goals and support…

Aftermarket Jonathan Poland


The aftermarket refers to the market for products and services that are used to upgrade, customize, repair, or maintain durable…