Key Strategies for successfully managing sales |Small Business CRM
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Key Strategies for successfully managing sales

Key Strategies for successfully managing sales

Key Strategies for successfully managing sales

Index:

 

1)Salesperson notes down important clients on paper by taking notes.

2) Managers have no means to see the sales pipeline other than contacting the salesperson in the team.

3) All the contact details are present in bits and pieces inside files and notes.

4) Salespersons are afraid of embracing or using technology.

5) There is no means of efficient communication between the sales team and the managers

6) There is no means of building trust between the sales team and their managers.

 

This topic will discuss about small business CRM and how it will generate revenue

 

In this article, we are going to provide you with the best strategies and sales tactics that will improve your sales structures and revenue generation methods.

 

Every organization that sells products and services is dependent on its field force to manage the business. Traditional methods are being followed to convert leads to customers and manage the sales pipeline. However there is one big problem that stands in the companies way that hinders efficient management and conversion for leads.

 

Firstly, traditional sales management is often materials driven and therefore lacks the luster needed to manage modern day sales funnels. There are many inefficiencies that results as a part of managing the sales leads the manual way. Salespeople often resorts to making notes or keeping a record of important tasks such as calling up the leads, and pitching the companies products to leads, and managing them traditionally are few of the things that are done manually.

 

However, because this method is heavily material-driven, it can often cause inefficient management. Especially when there is a lot of potential clients to be met and dealt with. Second managers and supervisors who are in charge of managing the sales pipeline do not have any chances of viewing a holistic view of where the customer stands in the pipeline.

 

Let us note down the problems faced in traditional sales method handling:

 

Salesperson notes down important clients on paper by taking notes.

 

Managers have no means to see the sales pipeline other than contacting the salesperson in the team.

 

All the contact details are present in bits and pieces inside files and notes.

 

Salespersons are afraid of embracing or using technology.

 

There is no means of efficient communication between the sales team and the managers

 

There is no means of building trust between the sales team and their managers.

 

1) Salesperson notes down important clients information by taking notes:

 

Salesperson notes down important clients information by taking notes | Field sales app

The person responsible for pitching products and services to clients when they follow the traditional method of performing sales activities, they often tend to note down important details about the clients in their notebooks or in a piece of paper that they have. Since taking notes in materialistic objects tend to get misplaced and the information that is there inside it is often unorganized.

 

When the salesperson takes notes on paper, it can lead to misscommunication and misplacement of notes which are materialistic things. Moreover the notes taken down by the person does not traslate to effective communication done by the managers and team. There is often the case that there can be easily introduced a communication gap between the managers and their team members or salespersons or peers. 

 

This can lead to inefficient followup with the prospective leads. Also there is no way that the sales manager or supervisor can get a view about where the prospective lead stands in the sales funnel. This act of management of sales leads can often be done in a haphazard or an inefficient way.

 

The solution to this problem is to use a centralized app. That helps salesperson to record their sales leads data directly into the computerized system and any person in the team can access these details via a mobile phone app or a web based application interface. This is where Field Force Connect comes in. Field Force Connect is a fully centralized app that runs on both the web as well as on smartphones.

 

Sales person can input important lead data directly from their mobile phone. This data is fully accessible to the managers and supervisors that are present in the team. Using such a centralized system eliminates the possibility of the occurrence of loss of information. That is caused when a materialistic object such as a piece of paper or a diary for taking notes is misplaced or lost.

 

2) Managers have no means to see the sales pipeline other than contacting  the salesperson in the team:

 

field sales app |

In the traditional method of conducting sales, it is often up to the managers to often take followups with the salesperson as to where a particular lead stands in the sales pipeline. Managers do not have a holistic vision or a birds-eye view of the entire sales pipeline for a particular prospect or lead.

 

There is no way that the manager comes to know where the prospects or leads stands in the current sales pipeline as far as closing the sales is concerned.

 

When the manager uses a centralized app such as Field Force Connect, the manager can see where the lead stands by the means of sales metrics. It can easily guide salespeople when problems arises with the lead. This increases the sales vision for managers and supervisors as the sales data is readily available to them. They can access this data anytime and from anywhere.

 

With the use of easy metrics and dashboards, managers can get the holistic view about current prospects in the sales pipeline and can easily followup with concerned leads from time to time.

 

This also reduces the dependency of managers relying on salesperson to get this sales data for making sales reports. As this process is already automated in such a centralized app. Field Force Connect thus makes it easy for managers to generate sales reports in just a matter of few minutes that they can use.

 

3) All the contact details are present in bits and pieces inside files and notes in Field Sales App:

 

customer-relationship-management-crm-concept |

Important information about leads is often inorganized or present in different files and folders when the sales manager follows the traditional methods of performing sales. This often creates hindrances and thus makes it more difficult for the managers to seek this information and use it in their reports. This information is critical and needs to be organized properly for sales managers to use this information efficiently.

 

Since the information is scattered in paper made files in bits and pieces, there is no holistic view or approach that drives the manager to see where the lead stands in the sales pipeline. Therefore it is essential that the information is organized in a centralized app that helps solve the problems faced by managers when taking updates for the concerned lead.

 

Field Force Connect eliminates the need of storing information in bits and pieces. Thus there is only a need to store this information at a central location that is accessible by everyone in the sales team. Any one with proper authorization can easily access this clients or leads information and make use of this crucial data.

 

The app also completely minimizes the need to use paper and pen to store information. As all the process of storing information is computerized and automated thus increasing the efficiency of managing the leads.

 

4) Salespersons are afraid of embracing or using technology:

 

Salespeople are often feel that there is a threat to the jobs of salespeople. That causes them to believe that their jobs are at stake when automation comes. Salespeople must be provided with counseling sessions to remove this fear that they have.

 

Sales person feels that if they embrace technologies, it can happen that they have a feeling that the software will take over the jobs of theirs and there will be no where to go for them. Moreover they feel that thier importance will be undermined when the software implementation takes over.

 

They must realize that the automation process is only present to make their jobs easy and efficient. Thus paving the way for generating higher revenue for the company. Proper guidance and counseling sessions are done by the manager. These helps the salespeople to forgo the fear of losing their jobs. And thus instills confidence in the system that they can easily rely upon.

 

Sales people need be given the confidence that the systems are only in place to help them do their jobs easier thus maximizing their efficiency and productivity. The company has invested so much time and money to create such a system that helps the sales people get on with their tasks easily.

 

5) There is no means of efficient communication between the sales team and the managers:

 

two-businessmen-shouting-each-other_

Field Force Connect aims to build proper and efficient communication between the sales team and their managers. It provides salespeople or salesperson with an interactive chat option. The managers and their people can use to communicate the daily tasks and updates to their superiors. Using such an interactive chat system helps managers and their teams to be on the same page.

 

There are also other issues where there is partial or improper communication between the managers and his/her team members. It can happen that the salesperson misunderstands the communication between the team members and the managers. Proper communication must be done to avoid any communication gaps. This is what Field Force Connect facilitates. With real-time chatting and followups, managers can keep their team members in sync for any work-related tasks.

 

When it comes to performing the daily tasks and follow-ups with the prospective leads. Keeping everyone in the team updated about the tasks thus helps everyone in the team to be clear about their objectives and goals that they can achieve. Using a centralized system such as Field Force Connect will surely help you to stay in tune with your manager’s expectation as well as allow clear communication to be in within your team.

 

6) There is no means of building trust between the sales team and their managers:

 

You need to ensure that as a manager of your sales team, the sales objective and tasks are clearly defined. Often in traditional methods of managing sales, there is no way of establishing trust between the salespeople and the sales manager. It is only up to their work that defines the trust between the managers and their peers and subordinates.

 

When you use a centralized app like Field Force Connect, and when you meet prospective leads to pitch products and services. You ensure that everyone is on the same page and is well informed about their daily tasks. Your manager will be able to see the places and locations visited to have a brief with the client.

 

This method itself installs a level of trust between your employees and subordinates. And you can easily trust your salespersons. That they will complete their tasks on hand and provide you with the daily report.

 

Conclusion:

 

We have provided the best strategies that you can use for skyrocketing your sales team towards the sales revenue goals. These strategies will help you in getting traction for your product business for your organization. If you want to learn more how Field Force Connect can help you in your sales goals, simply drop an email to info@fieldforceconnect.com and our representatives will get back to you in no time.

 

Click here for the demo!!

 

 

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