Sales Activities
Jonathan Poland
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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 |
