CRM & Sales Tools
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Why Everything You Know About CRM Is 100% Wrong
Successful companies have always recognized the need for a CRM. They have a responsibility to their employees, vendors, and customers to keep information organized. But old CRM methods no longer make the cut. Now, as people work anytime from anywhere, salespeople need customer information at their fingertips. They need data in one place that they […]
5 Questions to Ask Before Choosing a Sales CRM [CHECKLIST]
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 […]
How Salespeople Can Eliminate the Pain of Paperwork
Paperwork is a time suck. At least that’s how one of my salespeople put it. It feels trivial if you don’t know what happens to the data. It becomes redundant with form after form. But most importantly, it keeps salespeople from selling. Manual Sales Reports Traditional sales reports require salespeople to document what they […]
How Much Time Your Sales Team Really Loses to Manual Reporting
Hours a week? Sounds crazy, right? But your sales team spends countless hours each week just reporting what they did. We added up some real-time numbers to see how much time you can realistically save with automated reporting. The Salesperson’s Time On a typical day, a salesperson spends about 20 minutes manually entering reports. That’s […]
Looking For A Sales Lead Tracking App? Use This Checklist
A note on recording calls Call recording laws vary by state. Some states require only one party to consent, and roughly a dozen require every party on the call to consent before you record. Which rule applies usually depends on where the people on the call are, not where your company is, so a team […]
4 Tasks Your Salespeople Hate (And How to Automate Them)
Let’s be honest: If you’re a high performance sales person, you’re probably not going to do sales activity reports. You want to spend your time selling, not reporting about it. And if you haven’t been productive, you’ll probably just make up the info so you don’t look bad. Managers, you expect your sales team to […]
7 Must-Have iPhone Apps For Salespeople
Your iPhone: the one piece of technology you always have with you on the job. No matter where life takes you, your iPhone lies within arms-reach. Why not equip this side-kick with a few more tools to make your job easier? Once you have these 7 apps, you won’t know how you worked without them. […]
Tracking Outside vs. Inside Sales: How to Monitor Progress
At first glance, outside and inside sales seem drastically different. An inside salesperson sits in an office, making calls and selling the product over the phone or internet. They work in response to the easy and less profitable sales. Alternatively, an outside salespeople is in the field initiating face-to-face conversations with prospects. They work towards […]
3 Tips For Tracking Door To Door Sales
Is door to door selling dead? Not by a long shot. In fact, this sales tactic is growing. From 2013 to 2014, U.S. retail sales in the direct selling channel increased 5.5%, bringing in an estimated $34.47 billion, an industry record high. You may try to dismiss this tactic as dated and ineffective, but the […]
3 Insights You’re Missing From Your Sales Reports
Sales reports: Everyone “should” do them but are they really that important? Are these reports worth the time they take from salespeople who could be selling rather than working on a spreadsheet? The short answer: Yes. These reports are vital to the health and success of a company as a whole. So, how can you make the […]