Let's take a look at how you can streamline and organize each of your daily sales activities and what you can do to improve your workflow and become a high-performing sales rep.
1. Centralize your activities with a CRM
One of the biggest obstacles to identifying key sales activities is a lack of tracking.
If you don't track your sales activity, you won't know which activities are moving you closer to your revenue goals.
A CRM is an invaluable tool for tracking sales activity. By tracking your contacts, deals, and tasks, you can determine which activities work best for you. Not only that, but you'll make your work much more efficient and effective in the sales process.
Why? Because you’ll have an organized view of all your most important sales data in one place. Every effective sales leader needs a sales activity tracker that gives them real-time insights into their individual reps’ activities, ongoing team performance, and the data to enable sales forecasting .
Below are some ways you should use your CRM on a daily and weekly basis to track your sales activities:
Track deals . Every time a new deal comes in, add it to your CRM. Keeping an up-to-date, detailed view of your opportunities through pipeline management will help you see which sales activities and prospects you should prioritize on a daily basis.
Stay on top of your contacts . When you interact with a new prospect or a new brazil whatsapp mobile phone number list prospect within a target account, keep a record of them in your CRM. You can track the conversation and set reminders when it's time to follow up. This constant practice with your clients will allow you to improve your sales dynamics.
Track all stages of the deal . Every organization has its own sales process , so it’s key to mirror the funnel with this process. Sit down with your team (and your sales organization at large) to map out what each core stage of your sales process is. In other words, what are the individual steps that bring results closer to the deal?
Collaborate with your teammates . Sales is a group effort. If your sales force uses several different platforms, things can get complicated. Most CRMs allow you to invite team members with ease, so be sure to take advantage of this feature.
Take advantage of custom fields . Just like your sales processes, the data you collect is unique. Make CRM technology your own by adding custom fields to contact data , target accounts, and other relevant information that will help you and your sales team onboard new sales reps faster, increase sales, and boost conversion rates (e.g., average sales cycle length, common pain points, key performance indicators, and other key activity data).
Whether you're a small business using an Excel spreadsheet or a small sales team using a powerful CRM platform, this foundational step should act as the linchpin for the following activities in this guide.
What gets measured gets managed, and you'll find that by tracking your sales activities you'll not only perform more efficiently, but you'll also discover that there's plenty to be optimistic and enthusiastic about.
