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A sales activity is identifiable work that a salesperson does to achieve revenue. This includes any strategy, preparation, communication or administrative work that goes into the end-to-end process of selling and customer relationship management. The following are common examples.Billing / Payment Processes | Closing | Cold Calling | | 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 |
Sales
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