Sales Tips

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 can access or enter from a phone. Fancy spreadsheets and unique demographic pulls are no longer the priority – any service can do that. What…

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November 22, 2016
Management Tips

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 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…

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November 15, 2016
Sales Tips

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 did throughout the week. Ideally, during or after each appointment, they write down the key points. In reality, note-taking interferes in the natural flow of…

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August 30, 2016
Sales Tips

How Salespeople Can Maximize Their Time with Automated Routes

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…

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August 23, 2016
Sales Tips

How the Right Mobile App Can Skyrocket Your Auto Glass Sales

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,…

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July 19, 2016
Sales Tips

Follow-Up Emails: When Should You Stop Pursuing a Prospective Client?

Any good salesperson knows they have to follow up to get a response. Only 2% of sales occur at the first meeting, and if you didn’t follow up with prospects persistently you’d never meet your sales goals. But when should you stop pursuing a client? How do you know if it’s time to move on? Spoiler alert: it’s probably not. Before You Call It Quits Remember, buying decisions are event-based. Whether it’s pain points or circumstances, the conditions have to be…

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July 5, 2016
Sales Tips

Top 3 Sales Tracking Tips for HVAC Companies

Running a business can feel like a juggling routine. Your HVAC company is getting contracts with apartment complexes and commercial businesses all over town. But as your business grows, how do you balance sales, service, and support to keep it thriving? Troubleshooting HVAC companies have to be multi-faceted. Your sales team grows your client base, service technicians install and maintain the units, and your support team deals with customer satisfaction. When there are this many moving parts, something is bound…

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April 12, 2016
Management Tips

Top 4 Ways to Evaluate a Salesperson’s Performance

Evaluating a salesperson’s performance is one of the basic responsibilities of a sales manager. It’s also essential to company success. But how can you do it when sales cycles vary so greatly? If it takes months to close a sale, do you have to wait until those numbers post to see how your sales team is doing? In short, no. A salesperson’s performance is about more than sales. By tracking these vital signs of sales health, you can measure the…

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March 1, 2016
Management Tips / Sales Tips

Looking For A Sales Lead Tracking App? Use This Checklist

A sales lead is like a banana: Once it’s peeled, it goes bad quickly. Unlike the banana, leads can be costly and you don’t want to let any of them slip through the cracks. That’s what lead tracking apps are for. A lead tracking app gives you the ability to see each lead and who’s called them. When you’re considering which lead-tracking app to download, you want to be sure your selection offers several essential features. After all, new leads…

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October 27, 2015
Management Tips / Sales Tips

Recording Sales Calls: Should You Fear “Big Brother”?

Mention that you want to record calls at the office and the dirty looks (along with an accusation of “Big Brother”) will quickly follow. But despite the bad rap that accompanies listening in, there’s nothing to fear and everything to gain. Professional athletes replay game tape over and over to scrutinize their every move and see how to improve. As a salesperson, you should do the same. It’s normal to feel apprehensive, but analyzing your calls isn’t a means of…

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September 15, 2015