Wholesale & Distribution
Trade Sales & Account Management skills assessment
Wholesale sales teams supply businesses that resell or use products. This scorecard covers account management, product knowledge, pricing, credit and service so distributors can grow and retain trade customers.
- 10 skills to score
- 1–10 scale on every skill
- 6 starting levels
The 10 Trade Sales & Account Management skills you can score
These are the default Trade Sales & Account Management skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Product Knowledge and Range Advice
Knows the range well and advises customers on the right products for their needs.
Account Planning and Customer Visits
Plans account strategies and regular visits to grow business with each customer.
Pricing, Rebates and Trade Terms
Applies pricing, rebates and trade terms accurately and explains them clearly.
Order Taking, Telesales and Online Ordering Support
Takes orders accurately by phone or online and helps customers use ordering portals.
Credit Control and Payment Terms
Manages credit limits and chases overdue payments while protecting relationships.
Handling Stock Shortages and Substitutions
Manages shortages honestly, offers suitable substitutions and keeps customers informed.
Customer Relationship Building
Builds trust with customers through reliability, responsiveness and genuine interest in their business.
CRM and Sales Reporting
Records customer contact and sales activity in the CRM and reports accurately.
Competitor and Market Awareness
Tracks competitor pricing and market trends and uses that to defend and win business.
Negotiation and Closing
Negotiates fair terms and asks for the order confidently.
Levels included with Trade Sales & Account Management
Trade Sales & Account Management starts with 6 levels, which SkillScorer calls “Grade” for wholesale & distribution, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Trainee
- Team Member
- Senior Team Member
- Team Leader
- Supervisor
- Branch Manager
How Trade Sales & Account Management works in SkillScorer
Score
Each team member in a branch is scored on the Trade Sales & Account Management skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your branches against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Trade Sales & Account Management skills need attention. Reports also follow each team leader's branch.
Trade Sales & Account Management scorecard: common questions
What skills does the Trade Sales & Account Management scorecard include?
SkillScorer's Trade Sales & Account Management scorecard covers 10 skills: Product Knowledge and Range Advice, Account Planning and Customer Visits, Pricing, Rebates and Trade Terms, Order Taking, Telesales and Online Ordering Support, Credit Control and Payment Terms, Handling Stock Shortages and Substitutions, Customer Relationship Building, CRM and Sales Reporting, Competitor and Market Awareness and Negotiation and Closing. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Trade Sales & Account Management?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one branch and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Trade Sales & Account Management?
Trade Sales & Account Management starts with these levels (called “Grade” in the app): Trainee, Team Member, Senior Team Member, Team Leader, Supervisor and Branch Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Trade Sales & Account Management skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In wholesale & distribution the app talks about team members, branches and team leaders, and you can change any of those words too.
Score Trade Sales & Account Management with SkillScorer
Book a demo and we'll set up Wholesale & Distribution and Trade Sales & Account Management with the skills, levels and wording ready to go.
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