Sales Team Acceleration
How we do it:
When a phone call or website submission comes in, we automatically enter into into our CRM (Customer Relationship Manager) and assign the prospect to the Sales Rep that answered the phone. We then train and help the Sales Rep stay in touch with the prospect. The result is a more informed Sales Team and an average reduction in effort from 15 hours a week to 2.
Our Assessment
- Is the prospect's contact information logged; email, phone, “can we text you”?
- Are appointments recommended / scheduled with some level of urgency?
- Are quotes the same every time when tested for the same project?
- Prospects are contacted at least 8 times before they are considered ‘cold’
- Single system to track all emails, phone calls and texts that anyone can access
- Prospects are moved through a pipeline until they become a customer
- Revenue Forecast based on opportunities in the pipeline
- Sales Team Performance Analysis: Close Rates, Working Deals
This process has made our day-to-day operations much easier. It has freed up the sales staff to spend more time closing sales and working with our customers. They also pushed us out of our comfort zone and showed us a better way of developing an effective sales marketing plan utilizing technology.
- KAILYN KATAFIASZ
This process has made our day-to-day operations much easier. It has freed up the sales staff to spend more time closing sales and working with our customers. They also pushed us out of our comfort zone and showed us a better way of developing an effective sales marketing plan utilizing technology.
- KAILYN KATAFIASZ