Sales certification process
Obtain a report from People Operations analyst that contains the list of quota-carrying sales representatives for the specified quarter in excel or google sheet format including the fields shown here.
Post receipt of quota-carrying sales representatives report, identify the list of the certifiers by considering the below points;
Finalize the content for the Sales Representation letter in a google doc.
On the third day of the subsequent month after the quarter end - Get sign-off on the list of certifiers and google form Principal Accounting Officer.
On the fourth day of the subsequent month after the quarter end - Send the Sales Representation google form to the list of certifiers. Also, add Principal Accounting Officer, Senior Internal Audit Manager and Senior Internal Auditor in the sender ‘To’ list while rolling out the google form.
As and when response receipt notification is received on email, print and save each form in a pdf format in the folder (create a folder titled 'Sales Rep Responses for Qx 20XX').