4 Mobile CRM Advantages Your Sales Team Will Love

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Mobile phone use is no longer new or progressive. It’s expected.

99% of people old enough to work, own a cellphone. And 90% of those devices are smartphones. There are even more mobile devices in the world than people. So why not add an app to the device everyone has in their pocket?

If you’re not using a mobile CRM for your sales team, it’s time to start.

Keeps Your Sales Info in One Place

A mobile CRM keeps all your information in one spot. It doesn’t live anywhere else — you don’t have to upload from one system to another or worry about what information you stored where. With a mobile CRM, you know where everything is.

A Mobile CRM Boosts Confidence

Because you’ll use the CRM regularly on your phone, you’ll quickly become comfortable with it. You know the process and how it works. And the more confident you are in storing and accessing the data, the more confident you are in your delivery.

Related: How to Implement A CRM With Your Sales Team

Remember when you were scared to check your bank balance in college? You were poor, and you didn’t know how bad the numbers were. So what’d you do? Avoid it. The same happens with CRMs. If you’re not comfortable with the program, you may avoid it and skip follow-ups. But if you feel good about your CRM (and it’s helping you reach your goals), you’ll follow up.

Why Not?

As great as a CRM mobile option is, some people are hesitant to buy in. Why? Usually, it comes down to the decision maker’s needs and accountability.

Different people in the organization want different things from their CRM. Marketing and IT people want the reports and integration. Salespeople want a tool that’s easy to use. And whoever purchases the software decides which needs are most important.

Plus, a CRM mobile app is a newer concept, and some people don’t want to carry the responsibility of making a company-wide software change. It’s like my friend who was having trouble with IT equipment told me when I asked him why he didn’t change, “No one ever got fired for buying Cisco.” He knew other IT software worked better, but he was protecting his job. If a brand-name product had problems, blame wouldn’t fall on him. But if a lesser-known product messed up, he’d likely take the heat.

The Biggest Advantages of a Mobile CRM

But in reality, it’s not that big of a gamble. A mobile CRM like CallProof offers all the spreadsheet options marketing professionals love about traditional CRMs while increasing the reliability of your data and offering some great options for your sales reps. Here are its four greatest perks.

1. It Updates Data Immediately

The biggest advantage of a mobile CRM is the ability to update data as you go. You don’t put it off until later. Because you update the info right away, you won’t forget about it. After all, if you don’t have the data, you can’t get an accurate report.

Plus, you don’t miss the nuances. See, this is what usually happens: people write down their notes. Then, at the end of the day or week, they update the CRM. But they miss some things. When you wait, it’s easy to forget the details of the conversation. But if you update immediately, you keep the spirit of the message and still remember the details.

Related: Why Your Salespeople Hate Using Your CRM – And How to Change Their Minds

2. You Always Know Who’s Around You

A mobile CRM gives you the option to search by location no matter where you are. That means you can get real-time information on each business nearby. If you walk into a medical plaza, you can pull out your phone and see exactly who your customers and prospects are in the building. And if you have a GPS feature on your app, that’s even better.

3. Keeps Info Accessible

Once you see who’s nearby, you can pull up their full history. You’ll know exactly where you (or another salesperson on your team) left off and can pick up where the last conversation ended.

4. You Always Have Your Phone

A mobile device is the one thing you always carry with you. So you don’t have to think of another thing to bring to appointments. Having full access to your CRM is as simple as grabbing your phone.

Usually, you’ll use your mobile CRM immediately after an appointment. But there are some features even your customers will notice as a perk. We work with a lot of farmers. They love the speech-to-text feature (like I do) and the other hands-free options. Recently, I got a call from the VP at a farm equipment company. When I asked how he heard about us, he said, “Well, we were having a contest at an Ag show. As people entered, it took a while to get their answers to our questions and enter their contact information. Then this guy comes up to me and asks, Why don’t you have what my seed guy has?! He just hollers into the phone, and my seed shows up!’ When I talked to his seed guy, he told me about CallProof.”

Turns out, the seed guy used order forms on his mobile CRM. And not only did it make his life easier, it made the process better for his customers too.

A mobile CRM works better for everyone — it gives the salespeople an easy-to-use app where they can enter data in real time. And it gives the marketing and IT department information they can count on. Even the customers notice a difference in your efficiency. So, if you’re not taking full advantage of the device everyone already has, give us a call and see how CallProof can work for you.

A Sales Lead Management Process You Can Count On

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Want a more profitable business? (Dumb question. Of course you do.) Whether you’ve been around for a while or are just starting up, every smart business owner wants to increase their sales.

So what’s your lead tracking process?

Too often, a quality system for tracking leads falls through the cracks — and so do potential customers. It’s tempting to take each lead individually and patchwork your responses based on what’s worked in the past. But that’s not the most effective method.

Instead, you need a sales lead management process you can count on. And good sales lead tracking does one thing: follow the right leads systematically.

How to Qualify Your Leads

Before you meet with people, ask yourself, “Who is a real potential client?”

Make sure leads can afford what you sell. Not sure? Try this simple calculation.

Perceived cost x 1,000 = Minimum Business Revenue

Let’s say your product costs $12,000, but clients pay monthly. That means they perceive the costs to be $1,000. When you multiply $1,000 by 1,000, you’ll know you should be selling to businesses who bring in at least a million dollars. Otherwise, it’s too expensive for them.

Then find a niche so your leads can be more specific. A specific market lets you stand out as a specialist for your product, as it applies to certain clients.

Related: Looking For A Sales Lead Tracking App? Use This Checklist

Let’s say you sell scissors. Everyone needs them, and all businesses are prospects. But you’ll get a better result if you tailor your specialty. So become an expert at selling scissors to insurance companies. Now, when you sell, you can say, “I know everyone sells scissors, but I work with people just like you. Here’s my story…” Through the course of your story, you’ll show your understanding of how they use scissors in their industry and how you can help with that.

Selling isn’t just about what they literally want (i.e. the scissors). Selling is about the aggregate experience that you have in dealing with people just like them.

How to Handle Leads Systematically

Once you find leads that can afford your product and fit your niche, put them in your “mechanism” immediately. This mechanism, or system, for following up helps you know what action to take when. Here’s how it works.

1. Start the Funnel

Contact your leads at regular intervals. I start with an email and a phone call. To begin a “trust bond” — a connection point that starts building their trust — I’ll email them, “Hey! I got your name from here. I’m going to call you right now.” This isn’t about marketing or a grand introduction. It’s just a way to make the first contact.

Then I call them. If they don’t answer, I leave a message and immediately email them with the subject: Just left you a voicemail. More often than not, people will respond to the email but won’t call back, even if they’re interested.

After this first touch, I start my call funnel. I’ll call back the next day (and leave a message if I don’t reach them). Then I call back at these intervals:

  • 2 days later
  • 1 week later
  • 2 weeks later
  • 1 month later
  • every 60 days until they buy

You’ll need to tweak your timing depending on your industry. But the key is to be professionally persistent. You don’t want to be in their face. And you don’t want any of these touches to seem like triggered responses (even though they are). Instead, you want clients to feel like they’re your only lead. Make it seem like they’re the only client on your agenda.

2. Script the Process

In reality, all these responses are triggered. So establish a way to respond every single time. Whether you’re a one-man business or a 20-person team, you need the process scripted.

Related: 5 Things Your Sales Script Should (and Shouldn’t) Include

3. Tweak It

Then tweak it if it’s not working. You don’t have to reinvent the wheel. Once you have a place to start, you just need to edit.

Think about the sales lead management process like writing. The hardest part is getting the first draft on paper. It’s much easier to critique and edit. It’s the same with the sales process.

Get your process on paper — even if it’s wrong. Then, if you’re losing people, figure out where you’re losing them and fix it. That doesn’t mean you make changes with every piece of feedback, but you look at the big picture to see where a repeated breakdown happens. Then adjust.

If you want to know the best way to make changes, ask your clients. After they’re on board, just say, “Thank you for your business. I know you’re a new client, and I’m looking forward to working with you. By the way, how did you feel through the process?” They’ll tell you what they liked and didn’t. Then you’ll know firsthand where to improve in the future.

Solid sales lead management can make all the difference in your revenue growth. A CRM like CallProof will help keep you on track.

 

Anatomy of the Perfect Sales Follow-Up Call

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Benjamin Franklin once said, “Energy and persistence conquer all things.” Well, he may have exaggerated a little, but it sure does seem to apply to sales.

Sales relies on persistence. And often, that persistence relies on following up.

When you’re dealing with clients, you should always have a next step. No matter what. Follow-up calls can be the perfect way to close the loop and provide your next interaction with a prospect.

Contact Them… Then Contact Them Again

Sales is based on a series of touches. Sometimes you call prospects, and sometimes you need to make contact in another way. Before they buy, people need trust, timing, and money.

The faster and the more frequently you can interact with them, the faster you can identify those needs and build trust. Some interactions directly affect the sale. Others focus on building a relationship with the client.

Here’s how we get to know your future clients and move them through the buying process.

Ask, “When should I follow up next?”

Always pin down the next action step at the end of a sales meeting. Just ask them, “When should I follow up next?” so you know where the prospect is in the buying cycle. This closes the loop for the meeting and helps you plan your next steps accordingly.

Mail a Handwritten “Thank You” Note

Always drop a “thank you” note in the mail after your meeting. And, if you can, make sure it’s sent from their town. I write a note as soon as I leave a meeting and mail it right away.

Send Your Quote ASAP

If the call to action is to send a quote or proposal, send it soon. It’s helpful to tell your prospect exactly what to expect. I might say, “I’ll send you an email right now to make sure you have my contact information. I’ll get a quote together for you later today or early tomorrow.” Now, they have your information and know when to expect the proposal.

Follow Up Immediately After Sending the Quote

After you send your proposal, call your client ASAP. That way, you can make sure they received the quote before they can form an opinion on it. This conversation isn’t about finding out what they think about your quote, but rather confirming they have the information. I might say, “Hey, I just sent you the quote and wanted to make sure you received it…. Great! When should I follow up with you next?” They’ll tell you.

Call Back

Now, when you call for the next step, they’ve given you permission to contact them. Check and see where they are in the process since they’ve had some time to think about the quote.

As you take these steps, you build in touches along the way. From your first sales meeting, you’ve worked in three more interactions before discussing the quote. Some people say it takes 6 to 7 touches to close a deal. Obviously, that varies with different products and services, but consistent contact builds trust and moves prospects toward a sale.

If You Don’t Follow Up

Consistency takes discipline. As a salesperson, you need to follow a plan — not just for the sake of checking items off your to-do list, but because follow-through builds confidence and increases your likelihood of success.

People want excellent customer care. If you don’t follow up when you’re in the sale phase, you probably won’t respond to them in time once they’re a client. The sales process is like an interview. Prospects want vendors who stay organized, respond immediately, know what they’re doing, and know the next steps. And with good sales follow-up, you get to show them what it’ll be like to do business together. If you don’t follow up, they won’t want to work with you.

How to Make a Great Follow-Up Call

Before you reach for the phone, do your homework. Check your notes so you know what to say in a follow-up call. You’ll need to remind yourself when you last spoke and how you left the conversation. Here’s the basic outline for a great call.

1. Immediately say your name and your company.

2. Remind them when you spoke last and what you spoke about.

3. Quickly recap any of their concerns and provide solutions. This will remind them why they’re on the call.

4. Be persistent and polite, not obnoxious or pushy.

When to Follow Up

Generally speaking, you want sales follow-ups to be tight. Leads are like fish — the older they get, the more they stink. So keep leads fresh with a quick follow-up. If you’re selling to a really busy person, make their next steps easy so you can keep them in the sales process without taking up too much of their time.

Active and Latent Buyers

Also, consider what kind of buyer you have: are they active or latent? Active buyers are an active opportunity in the pipeline. You’re following up with them in 60 days or less, and they’re ready to buy a product.

But, if a prospect asks you to wait more than 60 days for your next follow-up, consider them a latent buyer. That means you’re nurturing them to become an active buyer in the future.

How a CRM Helps You Follow Up

A good CRM makes sure you don’t miss anything as you work to close the loop and set your next follow-up actions. Successful people in sales do two things:

1. They schedule a follow-up action every time they speak with someone.

2. They make notes about every interaction. Sometimes they even add notes that say, “Nothing to note.”

That’s why you need a CRM that plays well with the tools you use to keep track of your life. It needs to integrate with your calendars and to-do lists so no one falls through the cracks. You’ll also want a solution that files notes with each action step. That way, it’ll be even easier to access the information you need to make a great follow-up call. And, if the CRM is easy to use on the go, you can make your updates and action steps immediately — which is even better.

The Most Successful Sales Teams Avoid These Time Management Mistakes

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As a salesperson, you have a say in how your day unfolds. But as you balance working in the office with prospecting and helping clients, are you really making the most of your time?

Below we’ve listed the most common time management mistakes that salespeople – and sales managers – make. If you want your sales team to run smoothly and effectively, avoid these mistakes and follow the steps listed for a more productive schedule.

The Biggest Time Management Mistakes That Sales Teams Make

Being busy doesn’t mean you’re effective. So look at how you spend your time and schedule your day to see if you’re maximizing your work hours.

Mistake #1: Spending Time on Software Updates and Data Entry

A salesperson’s day should be focused on talking to prospects. You have to work within the office hours of your potential clients. So spend your day making those connections. Other activities can be done other times. The CRM software can be updated anytime. It’s not bound to the 9-5 workday. So save it for a less valuable time of the day.

Mistake #2: Leaving the Schedule Open

Each night before you leave the office, figure out the best plan of action for the next day. If you don’t have a plan, you won’t accomplish as much. Make a schedule of when you’ll prospect and contact clients so you don’t spend your best hours figuring out what to do next.

Managers, help your team by setting clear goals for activity and creating a sample salesperson daily schedule. Then your salespeople have a model of how to structure their day to best use their time.

Follow These 3 Steps to Increase Your Sales Productivity

As you look to increase productivity every month, the key is knowing what works. So, after you set activity level goals for each individual and teach them to schedule their day, you need to check on what’s happening. It’s all about the plan, the reality, and looking for ways to improve.

1. Know the Plan

As a manager, I want to know how my salespeople schedule their day. I want to know who they plan to see and how they envision spending their time. For example, they’ll tell me, “These are the 10 people I’ll see today.”

2. Know What Actually Happened

Next, I need to know how the plan unfolds. What really happens? Do they see all 10 people? Maybe they only see 7 of 10 prospects on their list for the day. Now I can follow up.

3. Calculate the Difference and the Cost

What’s the difference between their plan and reality? In this case, they missed three of their planned contacts for the day. So I ask why. The salesperson says, “The expense report took up my time so I could only get to seven people.”

Now I know the expense report is costing us three visits. If we close 30% of our contacts, that expense report costs us $35K in potential earnings. If my salespeople have to do one expense report a month, it costs us $420K per year per salesperson. Sounds like I need to figure out how to eliminate the expense reports for my sales team. And with that amount of potential profit, I can afford to hire someone that handles expense reports for my team.

When you crunch the numbers and see the differentials, you’ll see what’s standing in the way of closing more sales. Don’t let the we’ve always done it this way mentality stand in your way. Instead, take an honest look at the numbers and eliminate the tasks that create unnecessary obstacles.

Time Management Tips for Sales Managers

Managers, with intentionality, you can teach each member of your team how to be a successful salesperson. Don’t leave it up for them to navigate on their own. Here’s how.

1. Figure Out What They Should and Shouldn’t Be Doing

What’s getting in their way of meeting prospects and closing sales? If you can eliminate unnecessary tasks, do it.

2. Find Solutions

Are expense reports getting in their way? Hire someone to handle those. Is CRM reporting taking up too much time? Find a CRM that automates activity reports. There are solutions out there for these time-consuming tasks — you just need to implement them.

3. Check Activity Levels

Work backwards with your numbers. How many average clients will they need to meet their sales goal? To close that many clients, how many people should they quote? In order to get that number of quotes, how many prospects should they see? How many prospects is that per day?

Then, if you can tell a salesperson exactly how many prospects they should see each day, you’ve taken out your guess work. With an automated CRM, you can hold them accountable to maintaining the activity level they need to meet their goals.

Time Management Tips for Salespeople

1. If It’s on Your Calendar, You HAVE to Do It

It’s easy to snooze a task for later. Don’t do it. Make your calendar sacred. If there’s a task on it, it’s not optional. If you get into a cycle of picking and choosing which tasks you’ll do, you’ll always avoid the most difficult (and maybe most lucrative) ones.

2. Focus on the Highest Payoff Activities

When you have the choice, pick the activities with the highest payoff. Sure, updating your data for the week is important, but what’s the payoff? Cold-calling prospects may be more taxing, but it holds the biggest potential return. So, when your list gets long, don’t start with the menial tasks that don’t make much difference. Instead, start with the ones that pay.

If you’re not using your flexible schedule to your advantage, it’s time to start. Choose activities that bring the most reward and delegate the tasks that don’t.

The Value of Having ALL Sales CRM Data in One Place

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Have you ever made a list, only to lose it before it was even used?

It’s frustrating to take notes and keep track of information, only to misplace it later. But while it may be frustrating in some circumstances, it’s costly in others. Client information is one of the most valuable resources in business. If you misplace it or the right people can’t get to it, your business suffers.

We want ALL client information in one spot. No matter who talks to the client at what time, all calls, emails, files, interactions, and notes need to be in one place.

How It Helps

Centrally located information helps in many areas, but transition periods reap huge benefits. When you promote a salesperson and reassign their territory, a new person shouldn’t start from scratch. Often, outside salespeople work a territory for a few years, and when they leave, they take their information with them. Then the new person gets a new prospect list and spends months re-creating those relationships.

But what if they could pick up where the last person left off? With a CRM that stores information in one place, they can. And the transition becomes smoother for everyone prospects, customers, and salespeople.

How It Works

So how does that happen? You could require salespeople to log all client interactions diligently (and hope they do it). Or you could use a system that automatically updates itself.

That is what CallProof does. It logs all the phone calls, emails, and meetings automatically. Salespeople handle clients the way they always have, while CallProof syncs up and logs the interactions.

Here’s what used to happen. First, I had to remember to call or email Joe. If I remembered (and didn’t snooze my calendar alert for six months), I logged into the CRM afterwards, and made my notes.

Now, CallProof tells me to email Joe. I email Joe, and CallProof automatically updates itself. If I included an attachment, it automatically uploads that attachment to the client’s file. If anyone else on our sales team emails Joe, it stores the information too. CallProof aggregates the information for us.

I hate change. So I do the same things I always did. But CallProof figures out the way I work (so I don’t have to change), and then puts the information where it needs to be.

Why It Works

CallProof offers this solution, but no one else does. Why? We found out what the people who buy and use CRMs want. Only after talking with usability experts, aesthetic consultants, and many marketing and IT buyers, did we build our CRM.

Salesforce.com was one of the earliest “software to service” solutions. Buyers consider it a safe buy because it’s well known. No one will fault them for buying this age-old service. But just because it’s popular, that doesn’t mean it’s the best solution.

The Right CRM

If you want to buy the right CRM, recognize each solution for what it is. Figure out why it works the way it does. Was it built to market or built to work?

CallProof was built to work, then we just happened to sell it later. We built it because we realized that the other CRMs didn’t work. They operated, but they didn’t fit with sales culture. When they were effective, it was because salespeople changed their mode of operation. They took on extra work to get data into the system.

Marketing buyers think about the end goal. They want to be able to market to any potential demographic middle-aged dog owners who live on the east side of town and drink coffee. They want options to create “cool charts” with the variables. But they forget to think about how that information gets in the system to start with. Sure, the marketing options and campaign potentials are appealing, but they’re useless without accurate data.

IT people look at solutions in terms of technology. They want a solution with a solid operating system. Since they know how to build systems, CRM services sell to these buyers with discussions on certifications and firewall technology. CallProof has all that too, but that’s not the most important factor.

No matter how solid the technology or what demographic specifications it pulls (which CallProof does too), the solution won’t work without data. And that’s the last thing people think about when they’re buying, even though it should be the first.

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How to Calculate the Real Cost of a Sales CRM

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The best deal on paper isn’t always the best deal. Your CRM invoice may look like you’re spending a few hundred dollars when you’re actually investing thousands. So how do you know the true cost?

When you’re calculating the real cost of a CRM, start by adding up the setup fees and monthly costs, but don’t stop there. You also need to calculate the value of your time.

Time: The Hidden Expense

Time is money especially when you’re on the job. When a CRM requires a large time investment from you and your employees, you lose money. So ask yourself, “Do I make more money for the company updating the CRM or doing my job?”

Here’s an example. If an engineer’s billing rate is $100/hour, and they spend six hours managing the CRM, that time investment results in $600 lost revenue.

If you decrease the time you spend managing the CRM, you save major money. Let’s say this same engineer now uses a different CRM that only requires two hours to manage. That time shift saves the company $400.

How to Figure Out Your Total Cost

Start with setup fees and monthly fees. Then factor in the time it takes to set up the CRM, who does it, and what their time is worth. Now, add the amount of time that each employee spends in the system every week according to their approximate hourly rate. That’s your true cost.

Here’s how it adds up. Which of these solutions costs less?

  1. You spend $10 per user/per month. Then each user spends 40 hours a month updating data.
  2. You spend $30 per user/per month. Then each user spends five hours a month updating data.

When you factor in time value, B is your obvious deal.

A CRM may seem like a good deal on paper, but when employees have to spend numerous hours working for the system (rather than it working for them), you lose more money than you may realize. Instead, calculate the real deal. Spending a little more on an efficient solution saves you thousands in time.

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5 Questions to Ask Before Choosing a Sales CRM [CHECKLIST]

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You’ve realized that your company needs a sales CRM? Good. Now how do you choose?

Keeping customer data under control is key to growing your business. So ask these questions to choose the right CRM.

1. Are There Extra Charges?

CRM solutions were built for sales, yet most CRMs are purchased by marketing and IT departments. Therefore, most CRM services prioritize IT and marketing needs over the needs of a salesperson, which creates data problems. And fixing those problems costs extra. Here’s how it usually works.

For IT and marketing people to get the data they need, salespeople need to spend four to five hours each week entering their information. But salespeople can’t afford to spend that much time entering data. So they input data inconsistently, and the reports are unusable.

Then IT/marketing asks the CRM solution for different types of reports which cost extra. These companies were built to sell, so they’ll nickel and dime you as they offer extra services to “solve” the problem.

CallProof takes a more proactive approach. We built our service for sales reps. It’s easy to enter the information into the system, which makes the data reliable. Moreover, we offer a lot of support at the beginning, and the system is completely customizable. We charge one flat fee without a maintenance agreement or other up-charges. If we have to customize a report, it’s included in the price. We’re not smart enough to charge for every little thing, and we want to give you a service you need for the long haul.

2. What’s The Length Of The Contract?

Most companies offer a six-month or year contract. They want to get your revenue, so they use contracts to ensure your business is worth their investment.

CallProof uses month-to-month contracts because we feel it’s important that we earn our clients’ business every month. Plus, it proves that we’re on the same team we want our product to work for you.

Let’s say I have a year-long contract with the CRM vendor, but they charge for extra support. We’re not on the same side anymore. I’m tied to a CRM that should be working well, yet they earn extra if it does not. The model gets me to call in and spend money, leaving me and the vendor with different goals.

We want everything working so that if you don’t call us, we’ll make more money. If you don’t have problems, we’re in a better position. That way, we’re truly on the same team.

3. How Is Training Handled?

Make sure you know what training you’ll receive for the CRM you purchase. Ask:

  • Are we responsible for it?
  • Is there a link to a YouTube channel, or is there formal training?
  • How much does it cost?

4. What Types Of Integrations Are Necessary?

You also need to understand how this software will work with your current technology. Ask:

  • What types of integrations are necessary with line-of-business applications and other ancillary software that our organization uses?
  • Are emails, phone calls, and day-to-day activities automatically updated?

5. How Does Existing Data Get Into The Solution?

Someone needs to import, manage, and clean up your organization’s existing data. Will you or the vendor be responsible for this process?

You want the vendor to make the transition for you. If you import and convert data for the first (and only) time, the result is probably going to be poor. It’s like tying your shoelaces. The first time you do it, it takes a long time and the knot isn’t very good. But someone with experience does it perfectly.

If you rely on a person who manages the software daily, they’ll get a better result. Why? They “tie shoelaces” all the time. And when they do it, it gets done quickly and there’s a solid knot when they’re finished.

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How to Cut Your Sales Training in Half and Improve Retention

Cut Your Sales Training in Half

When you hire a salesperson, you look for a few basic qualities: confidence, assertiveness, strong communication skills, and so on. The right strengths always help new salespeople, but there’s another piece to the puzzle of success.

If you want new hires to succeed, you can’t just hire the right type of person. You need a person who puts in the right type of activity.

Why Don’t New Salespeople Work Out?

Here’s what often happens when you hire a new outside salesperson:

  1. You train them for a few weeks on products and services.
  2. They put together spreadsheets/activity logs to show what they’re doing.
  3. Six months later, you realize their sales numbers aren’t there.

Our first instinct is to blame the salesperson. Are they not capable of closing deals? Do they understand the product?

But their ability isn’t usually the problem. The issue is their activity level. If they don’t talk to enough prospects, they won’t have the numbers needed to make enough sales.

Salespeople have to make phone calls and meet people face to face regularly. Yet, most salespeople would rather walk into a burning furnace than make a sales call. So they find things to do that keep them busy: making logs, running reports, putting together proposals. And activity suffers.

Salespeople fight this by making tons of cold calls at once. Then they spend weeks following up on those calls by traveling to appointments and making quotes. After they finish, they start from scratch again. That way, they end up in a good quarter/bad quarter cycle.

Instead of leaving salespeople to figure out how many cold calls to make and when, sales managers should set clear expectations and hold them accountable. Work backwards through the data to see how much activity produces the desired number of sales. Then track activity in real time with CallProof. If you see a person isn’t hitting their daily numbers, the sales won’t follow.

When you work through those numbers, you’ll be able to calculate exactly how many phone calls and meetings individual salespeople need weekly, even daily, to achieve their goal. Then you can check if they’re doing that.

Without a real-time CRM, it takes about six months to see a salesperson’s activity. Only then can you determine retention. CallProof cuts that time in half by showing you activity in real time. When you use the tool that lets you inspect what you expect, you’ll see how successful they’ll be within 60 days (including two weeks of training).

The Value of Training Your Salespeople

Training aims to turn sales talent into sales productivity. And that’s done through activity. So focus your salespeople’s training more on interactions than product knowledge. First, help new sales reps understand the importance of activity. Then teach them how to ask prospects questions to find their pain point. That’s what brings success.

Back in the ‘80s, there was an IBM saleswoman who sold record numbers of mainframes. She went out and asked her prospects questions, then brought the information back to the technical people to find solutions. Realizing how astounding her sales numbers were, IBM decided to give her in-depth training on the technicality of their products. After about a year of this intense training, she returned to the field. Her numbers were thoroughly average. Never did she achieve great sales figures again. Why? Once she knew everything, she no longer asked questions.

Many companies emphasize product knowledge in training. But the best training is learning to complete the activities that lead to sales (like making phone calls and meeting face to face). That’s more important than the person knowing what they’re talking about.

How to Cut Sales Training Time in Half

Managers, you don’t have to wait six months to find out if a rep is going to be a good fit. With a solution like CallProof, you can find out in two months or less. First, train them in the science of activity level and give them clear activity goals. Then teach them how to make calls and meet with prospects. Give them just enough product knowledge to solve pain points and offer a great service to your clients.

All the while, keep your finger on the pulse of their activity to see if they’re booking the numbers. If not, you can correct or move on quickly. If they’re doing well, you can encourage them to keep doing what works.

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How Salespeople Can Maximize Their Time with Automated Routes (Introducing Callproof Routing)

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We all know the best sales tactic is to minimize drive time and maximize face time. Now CallProof routing does that for you!

Every salesperson knows visiting clients and prospects based on location optimizes their time. CallProof has always shown these businesses on the map so you could maximize your proximity. Now you just select who you want to see, then CallProof maps your day.

Plus, routing reports automatically. Sales managers love real-time data, but they love REAL data even more. Although we give salespeople all the tools they need for easy reports, that data still depends on someone entering it. Until now. The routing feature automatically reports the route salespeople take, and the appointments and prospecting that happens along the way.

How Routing Works

Using this feature is both easy and efficient. Routing allows salespeople to maximize their time and location by producing a turn-by-turn guide in just a few steps.

First, choose an area of town. When you pull up the map, you’ll see prospects and existing clients nearby. Then select the businesses you want to visit.

CallProof routing organizes those stops into the most efficient route, choosing the order and giving you directions from one place to the next. Along the way, you’ll know which contact is closest and the best way to get to them. And you’ll view it all through an interface you’re used to: Google Maps. If you plan to visit the area again, you can even save the route for future use.

Sales managers also reap a major benefit from routing. They get to see the exact route their salespeople took and the stops they made. They get data they can trust. Managers can then use that data to keep their sales team accountable and offer additional training as necessary.

At the end of the day, salespeople have maximized their time, mileage, and prospecting opportunities. Meanwhile, sales managers have equipped their team with the tools they need for great sales opportunities and received reliable data in return.

Phase 2: The Desktop Version

Managers, get ready for a desktop version of routing coming your way soon. With this tool, you’ll be able to build routes for your team. After creating a route, you can assign it to a salesperson, giving them a specific course for the day.

You’ll then be able to review these routes (and the ones they created) on your desktop, using the information to tailor your training and sales plan.

How It Simplifies

CallProof takes a map you already use and makes it even more efficient. You don’t have to figure out another mapping system. You just use the CallProof app (and soon desktop version!) to plan your day and optimize your time on the road.

No use copying and pasting the addresses from an app to a map. With routing, you’ll just click your stops and let the system do the work. Now you can visit even more clients, and boost your business.

If you’re an outside salesperson, you already use your phone and maps to get the best routes. This system ties them together without creating extra work.

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How the Right Mobile App Can Skyrocket Your Auto Glass Sales

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Would sales call software make a difference in your sales? Sometimes apps seem more like a convenience than a necessity, but the right sales app can change your game completely. Why? It actually gives you information and protects it like no spreadsheet can.

People only buy auto glass when they have an accident, right? When people need a new window, they call their insurance agent, not the auto glass company. So you face a unique challenge of influencing the referrer, not the buyer. To complicate it, you need to see as many people as possible during a day, maximizing time by location.

So how do you influence an influencer? Build relationships. Get to know local insurance agents. Become friends on Facebook so you know what to talk about (or not talk about). Remember their kids, hobbies, likes/dislikes. Why? You want them to remember you and be the one they recommend.

Benefits of a Sales Tracking App

Sales tracking apps help you do all that (and more!). It keeps you in those face-to-face meetings and minimizes drive time. Plus, it provides you real-time information on your clients while keeping your notes stored securely. Here are the top five ways sales call software improves your business.

1. Keeps Data Accessible

You need a place where you can quickly find your prospects’ data and access it easily. Here, you can see all your notes and data from past visits. CallProof takes this a step further and allows you to generate a map of these clients to optimize your day.

You can log into CallProof and see the 10 insurance agents you want to see that day on a map. Click on the agents you want to visit to optimize the route. Now you know which one to start with and which one to go to next.

When we navigate your stops, we generate an extra 25% increase in the number of people you visit. Any CRM can organize data; the key is organizing your route. Plus, it factors in current traffic issues to save you even more time.

2. IDs Prospects You Haven’t Called

Our system also reminds you to contact the prospects that you haven’t talked to recently. As it tracks your follow-ups, we organize the reminders from oldest entry to newest. This way, your clients hear from you in regular intervals.

3. Gives Up-To-Date Business Info

There’s a high turnover with insurance agents. We integrate with Google Business directory to see the most recent information on each company. With this tool, you can find new agents in the area and know when your old contacts have moved.

A lot of organizations buy leads but the data can be 10+ months old by the time it gets to the sales team. Some organizations we work with even come in using data that they bought years ago. When they start using CallProof, their contact world completely changes because their data is up to date.

4. Tracks Referral Sources

Sometimes it’s hard to know whom to thank for your referrals. And a thank you goes a long way. With CallProof, you can create special numbers for agents to distribute to their clients. Then, when a customer calls, you know who referred them and can give credit where it’s due.

5. Continues Relationships If Your Salesperson Leaves

You’ll have turnover in your organization. So set yourself up to easily fill the shoes of someone who leaves. If you’ve been using a sales tracking app, you know the clients for each of your employees. CallProof keeps track of call history, plays previous conversations, and documents each meeting. Plus, it’s out of the salesperson’s hands. If they decide to leave, good terms or bad, they can’t manipulate or deny access to their data. The manager always maintains access.

Sales call software works. Let it work for you.

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