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Checklist for Selecting a Rep Firm or an Outsourcing Sales Company

  • Can the rep firms capabilities deliver on your actual expectation?
  • Do you like and trust them?
  • What is their turnover like?
  • Have former employees ever sued them?
  • Are they financially sound and can they weather a downturn?
  • What is their Dun & Bradstreet rating?
  • How long have they been in business?
  • Do they have established banking relationships?
  • Do their office locations reflect the prestige you would want to project to your customers?
  • Is there a plan if the owner retires or meets an unexpected emergency?
  • Does a big player dominate them? What happens if the player goes away?
  • Do you have an understanding of how the rep company is set up?
  • Do you have an understanding of how that firm makes money?
  • Have you examined the systems that the firm has in place?
  • Does the rep firm have a history of adapting to new systems, if thats important to you?
  • Is it understood what other services you might need in the future and whether or not this company can provide those services?
  • Do you understand what resources the firm has from a marketing standpoint, such as SRDS, Advertising Database, PIB, research capabilities and other assets?
  • Do you have a clear idea of what the firms hiring policies are and what their employee behavior tolerance is?
  • Do you need a rep firm that can adapt into all of your systems or are you flexible enough to work with their existing systems?
  • Do they sell print or other media, like online? Do they have an online growth strategy?
  • Do they have internal sales contests and programs to motivate sellers?
  • Do they provide sales training?
 
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