Free Sales Account Maintenance Schedule Template
Sales Account Maintenance Schedule
Effective Date: [Date]
Last Updated: [Date]
Prepared by: [Your Name]
The Sales Account Maintenance Schedule serves as a comprehensive plan to manage, review, and update sales accounts for [Your Company Name]. This document outlines the activities that need to be conducted, their frequency, and the responsible personnel.
Objectives:
-
Ensure data accuracy in CRM
-
Maintain a high level of customer satisfaction
-
Identify upselling and cross-selling opportunities
-
Keep track of account renewals and contract expirations
Table of Sales Account Maintenance Activities:
|
Activity |
Description |
Frequency |
Responsible Person |
Due Date (Sample) |
|
Data Verification |
Verify and update customer information in CRM |
Weekly |
Sales Representatives |
Every Monday |
|
Customer Check-In |
Conduct courtesy calls/emails to key accounts |
Monthly |
Account Managers |
5th of each month |
|
Financial Review |
Inspect the financial performance of the account |
Quarterly |
Sales Analyst |
End of each Quarter |
|
Renewal Reminders |
Check and send reminders for contract renewals |
Monthly |
Sales Operations |
20th of each month |
|
Update Opportunity Pipeline |
Update and review sales opportunities |
Weekly |
Sales Representatives |
Every Friday |
|
Compliance Check |
Ensure all account activities are compliant with policies |
Bi-Annually |
Compliance Team |
June 30, Dec 31 |
|
Customer Satisfaction Survey |
Send out and analyze feedback surveys |
Annually |
Customer Service |
January 10 |
Compliance & Reporting:
All account maintenance activities must be documented and reported in the CRM system, and any issues should be escalated to the Sales Manager. The Sales Manager will also conduct monthly reviews to evaluate the effectiveness of account maintenance efforts.
_______________
[Your Name]
For questions or clarifications, please contact [Your Name] at [Your Email].
Document Control: [Internal Use Only/Confidential]
Revision History:
|
Date |
Version |
Revised By |
Description of Changes |
|
[Date] |
1.0 |
[Initials] |
Document Created |
