# Tasks & work activities — sales manager

Source: O*NET 30.3, occupation 11-2022.00 (Sales Managers).

## Task statements

- **[Core]** Resolve customer complaints regarding sales and service.
- **[Core]** Represent company at trade association meetings to promote products.
- **[Core]** Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
- **[Core]** Visit franchised dealers to stimulate interest in establishment or expansion of leasing programs.
- **[Core]** Confer with potential customers regarding equipment needs, and advise customers on types of equipment to purchase.
- **[Core]** Oversee regional and local sales managers and their staffs.
- **[Core]** Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.
- **[Core]** Monitor customer preferences to determine focus of sales efforts.
- **[Core]** Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate, or other subjects of sale.
- **[Core]** Determine price schedules and discount rates.
- **[Core]** Review operational records and reports to project sales and determine profitability.
- **[Core]** Direct, coordinate, and review sales and service accounting and record-keeping, as well as receiving and shipping.
- **[Core]** Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications.
- **[Core]** Advise dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.
- **[Core]** Prepare budgets and approve budget expenditures.
- **[Supplemental]** Direct foreign sales and service outlets of an organization.
- **[Supplemental]** Assess marketing potential of new and existing store locations, considering statistics and expenditures.

## Detailed work activities

- Advise customers on technical or procedural issues.
- Advise others on business or operational matters.
- Analyze financial records or reports to determine state of operations.
- Approve expenditures.
- Conduct opinion surveys or needs assessments.
- Confer with organizational members to accomplish work activities.
- Determine pricing or monetary policies.
- Direct sales, marketing, or customer service activities.
- Establish interpersonal business relationships to facilitate work activities.
- Evaluate employee performance.
- Evaluate potential of products, technologies, or resources.
- Manage human resources activities.
- Prepare operational budgets.
- Represent the organization in external relations.
- Resolve customer complaints or problems.
- Supervise employees.