
Field Sales Executive
23 hours ago
Objective of a Field Sales Executive
• To generate revenue by selling products/services directly to customers in the field.
• To build and maintain customer relationships.
• To expand market reach and increase brand visibility.
• To achieve or exceed sales targets and KPIs.
• To gather and relay market intelligence and competitor information.
Daily Tasks
- Customer Visits -Visit existing and potential clients/customers based on a pre-planned route.
- Lead Generation -Identify and qualify new sales opportunities in the field.
- Product Demonstrations- Provide product demos or presentations to clients.
- Follow-up- Follow up on previous meetings, quotations, or product inquiries.
- Order Collection- Take and confirm customer orders, ensuring proper documentation.
- Reporting -Submit daily sales reports (e.g., visits made, deals closed, issues faced).
- Stock & Display Check- For retail/FMCG – ensure proper product placement and stock levels.
- Customer Feedback -Collect and report customer insights, complaints, and preferences.
Weekly Tasks
- Sales Review Meetings- Participate in team meetings to discuss progress, targets, and issues.
- Route Planning -Plan or adjust travel routes and call plans for the upcoming week.
- Prospecting -Research and add new potential leads to the pipeline.
- Sales Funnel Review -Track progress of leads through the funnel and take action where stuck.
- Competitor Monitoring -Observe and report competitors' activities in the territory.
- Training/Skill Development -Attend brief product or sales skills sessions if scheduled.
Monthly Tasks
- Target Achievement Review -Analyze performance against monthly targets and KPIs.
- Market Analysis Report -Compile feedback and trends from the field into a report.
- Client Account Review -Review key accounts for satisfaction, growth opportunities, or issues.
- Sales Forecasting -Collaborate with sales manager to forecast future sales.
- Expense Reconciliation -Submit monthly travel and field expenses.
- CRM Update -Ensure all client data, contact details, and interactions are up-to date.
- Territory Assessment -Evaluate current territory coverage and plan for better penetration.
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