How can you manage your sales pipeline on the go?

3 Use sales tools to automate and optimize

The third step to managing your sales pipeline on the go is to use sales tools to automate and optimize your sales process. These tools can help you save time, increase efficiency, and improve performance. For instance, you can generate and qualify leads from several sources, such as social media, webinars, or referrals. In addition, you can nurture and engage prospects with personalized messages, like emails, texts, or calls. Furthermore, you can track and measure your sales activities and results. Plus, analyze and improve your sales strategy and tactics by testing different scripts, offers, or channels. Some of the sales tools that you can use on the go include Leadfeeder, Lusha, Hunter for lead generation; Mailchimp, HubSpot, Constant Contact for email marketing; Outreach, SalesLoft, Reply for sales automation; and Gong, Chorus, Zoho Analytics for sales analytics.

4 Communicate and collaborate with your team

The fourth step to managing your sales pipeline on the go is to communicate and collaborate with your team. This is crucial for keeping everyone informed, sharing information and feedback, and resolving issues and challenges. Your CRM system can be used to share your pipeline view and status with your manager and peers, assign and delegate tasks, ask and answer questions on deals and accounts, as well as report and celebrate wins and losses. Additionally, you can take advantage of other tools such as video conferencing, messaging, project management, or file sharing platforms. These include Zoom, Skype, Google Meet, Slack, WhatsApp, Telegram, Trello, Asana, Monday, Google Drive, Dropbox, or OneDrive.

5 Review and refine your pipeline

Managing your sales pipeline on the go can be challenging, but it can also be rewarding and fun. To ensure success, it's important to review and refine your pipeline periodically. This means evaluating your pipeline health, quality, and performance, and making adjustments as needed. You can do this by checking your pipeline metrics and indicators, such as conversion rates and sales cycle length; identifying your pipeline strengths and weaknesses; setting and tracking your pipeline goals and targets; and implementing and testing changes. Your CRM system should have reports and dashboards that show your pipeline data and insights. Additionally, you can use external tools like sales coaching tools, sales training tools, or sales blogs for further review and refinement. By following these tips and best practices, you can effectively manage your sales pipeline on the go and achieve your sales goals.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?