Team Coaching in Retail Execution

As a supervisor, coach your team members through a structured process to build their skills and keep them productive and confident on the job.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

To improve sales pitches of your team, you can do these activities:

  • Create a strategic training plan and check for its adherence.
  • Reinforce previously taught lessons.
  • Add new strategies for the team.
  • Continue to build sales reps’ skills.

The image illustrates the essentials for supervisors to train their team:

Team coaching
  • Connect: As a supervisor, work closely with your team to ensure high-quality field execution. For example, inform your sales reps about selling strategies, current and upcoming promotions, and new products.
  • Motivate: Motivate your team and increase awareness about the importance of additional sales promotions by keeping them well informed.
  • Train: Mentor and train your sales reps on how to communicate effectively at stores and apply selling strategies.
  • Review: Review your teams’ performance to identify coaching or training opportunities.

You can use multiple methods to coach, motivate, and instruct your teams.

  • Review planned and current promotions with details about a deal.
  • Support sales pitches by introducing selling materials via a sales folder.
  • Discuss new promotions pitch at the store level.
  • Introduce and explain current and upcoming weeks’ plan.
  • Review selected visits of past weeks.
  • Discuss the ratio between productive and unproductive time.
  • Review and align on customer contracts.
  • Review incompleted tasks.