Team Supervision in Retail Execution

As a sales manager, you can decide the actions that each of your reps must perform to achieve the team’s sales objectives. You can provide guidance to improve reps’ performance, and encourage and motivate them to do their tasks to the best of their abilities.

Required Editions

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

It’s important to continually manage every rep’s activities. Generally, the tasks of a sales manager are part of these categories: planning, directing, and checking. You’re responsible for these activities:

Assign work to sales reps.
Set the required standards to measure performance.
Evaluate each sales rep's performance according to the set standards.

The areas that require consistent monitoring include:

Assigned user tasks
Visit completions
Time utilization

With integrated time and GPS coordinate tracking, you can monitor visits and other related activities. You can also be in close contact with your team to react on issues and identify areas in which they need guidance.

The table describes the roles and responsibilities of a user who works in a team.

User	Capability
Sales Support	View assigned tasks. Release or cancel a customer task whose status is Initial.
Supervisor	Manage user tasks. Change the status of a user task. Create user notifications. Close a released customer task. Cancel a customer task whose status is Released. Manage call surveys. Manage orders. Track time and GPS coordinates for various processes. Manage and monitor team activities including insights about team performance and operational information.

Set up a Supervisor
Set up a Supervisor role to manage and monitor the workloads and activities of sales reps. A supervisor can monitor the users who have the Sales Rep role assigned to them. A sales rep can create a visit only for themselves whereas a supervisor can create and manage visits for sales reps in their hierarchy.
Customer Tasks in Retail Execution
Customer tasks are requests, action items, and issues that a customer reports. Recording these tasks ensures that the reported issues aren’t missed or overlooked. Resolving these issues improves your relationship with your customer.
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.
Team Collaboration in Retail Execution
Help your teams share information gathered during customer visits, such as competitor products, selling strategies, and new campaigns, so they can better tailor assortments to customer needs.