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What do you do if you're juggling multiple clients and deadlines in Outside Sales?

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Juggling multiple clients and deadlines is a common challenge for outside sales professionals. You need to balance your time, energy, and resources to deliver value to each account and close more deals. But how do you do that without compromising your quality, reputation, or sanity? Here are some tips to help you manage your workload and expectations in outside sales.

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Gilbert Landras

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1 Prioritize your tasks

The first step to juggling multiple clients and deadlines is to prioritize your tasks. You can use a simple matrix to rank your tasks based on their urgency and importance. For example, you can divide your tasks into four categories: do first, do next, do later, and delegate or eliminate. This way, you can focus on the most critical and valuable tasks first, and avoid wasting time on low-impact or irrelevant ones.

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Gilbert Landras

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When juggling multiple clients and deadlines in Outside Sales, prioritizing tasks is essential for success. This involves prioritizing deals based on metrics laid out by management, such as revenue or strategic importance. For instance, if one deal has the potential to significantly impact revenue goals or aligns with the company's long-term strategy, it may take precedence over others. By focusing on high-priority deals first, we maximize our efforts and resources towards achieving the most impactful outcomes. This ensures that we meet both individual and company objectives while effectively managing our workload in Outside Sales within the tech industry.

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Marcos Monterroso Godinho

CEO at Tikedo Spain | Global Executive | Managing Director | Board Member | International Expansion | Change & Transformation | Leadership | Industry | Retail | FMCG | Packaging
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Cuando estás lidiando con múltiples clientes y plazos en Ventas Externas, la organización y la priorización son clave. Primero, establece un sistema de gestión de tiempo y tareas para priorizar las actividades más urgentes y de alto valor. Utiliza herramientas como calendarios, listas de tareas y aplicaciones de gestión de proyectos para mantenerte organizado. Comunica claramente los plazos y expectativas con tus clientes, y sé realista sobre lo que puedes lograr en cada período de tiempo. Delega tareas si es posible y busca apoyo cuando sea necesario. Mantén una comunicación abierta con tu equipo y clientes para evitar malentendidos y asegurarte de cumplir con tus compromisos.

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2 Communicate effectively

The second step to juggling multiple clients and deadlines is to communicate effectively. You need to keep your clients informed of your progress, challenges, and expectations. You also need to listen to their feedback, concerns, and needs. You can use various tools and channels to communicate with your clients, such as email, phone, video, or chat. The key is to be clear, concise, and consistent. You should also follow up regularly and confirm your agreements and deadlines in writing.

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Gilbert Landras

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When juggling multiple clients and deadlines in Outside Sales, effective communication is key. This means regularly updating clients on progress, challenges, and expectations, especially in advance of major milestones on the way to closing deals. For instance, if there are delays or obstacles that may impact the timeline, it's important to communicate these issues promptly and transparently. By keeping clients informed and managing their expectations proactively, we build trust and maintain strong relationships. This approach also allows us to address any concerns or adjustments needed along the way, ensuring a smoother sales process and increasing the likelihood of successful deal closures.

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Paulina Espinosa de los Monteros
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"?? Prioritization Tip for Success ?? When juggling multiple tasks, start by gathering key details: Due date ??? Workload (measured in time) ?? Project value (measured in $) ?? These insights guide smart decision-making. For instance: Customer 1: Due tomorrow, 2 hours, $$. Customer 2: Due tomorrow, 2 hours, $$$$. Maximize efficiency by tackling high-value projects first. I'd reach out to customer 1 to negotiate a slightly extended timeline, then focus on the lucrative project from customer 2. Mastering communication and prioritization fuels success! #Productivity #SuccessTips"

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3 Use technology

The third step to juggling multiple clients and deadlines is to use technology. Technology can help you streamline your processes, automate your tasks, and organize your data. You can use various software and apps to manage your contacts, leads, opportunities, proposals, contracts, invoices, and reports. You can also use technology to track your performance, measure your results, and optimize your strategies. Technology can help you save time, increase efficiency, and improve accuracy.

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Gilbert Landras

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When handling multiple clients and deadlines in Outside Sales, leveraging technology is crucial. We should work closely with sales operations and utilize customer management and data analytics software to streamline our processes. These tools help should us automate tasks like scheduling follow-up emails or updating client records, saving us valuable time. Additionally, data analytics software allows us to analyze trends and customer behavior, enabling us to make informed decisions and prioritize our efforts effectively. By embracing technology, we can organize our data more efficiently, stay organized, and manage our workload more effectively in the fast-paced tech industry.

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4 Set boundaries

The fourth step to juggling multiple clients and deadlines is to set boundaries. You need to respect your own limits and protect your well-being. You can't be available 24/7 or say yes to everything. You need to set realistic goals, expectations, and deadlines for yourself and your clients. You also need to schedule some breaks, downtime, and personal time. You should also learn to say no or negotiate when necessary. Setting boundaries can help you avoid burnout, stress, and resentment.

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5 Seek support

The fifth step to juggling multiple clients and deadlines is to seek support. You don't have to do everything alone or reinvent the wheel. You can leverage your network, team, and resources to help you with your tasks. You can ask for advice, feedback, referrals, or assistance from your colleagues, managers, mentors, or peers. You can also outsource, delegate, or collaborate with other professionals or agencies. Seeking support can help you learn, grow, and achieve more.

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6 Review and improve

The sixth step to juggling multiple clients and deadlines is to review and improve. You need to evaluate your performance, results, and feedback regularly. You need to identify your strengths, weaknesses, opportunities, and threats. You also need to celebrate your wins, acknowledge your losses, and learn from your mistakes. You should also seek continuous improvement and innovation. You should always look for ways to enhance your skills, knowledge, and value proposition.

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7 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?

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What do you do if you're juggling multiple clients and deadlines in Outside Sales?

1

2

3

4

5

6

7

1 Prioritize your tasks

2 Communicate effectively

3 Use technology

4 Set boundaries

5 Seek support

6 Review and improve

7 Here’s what else to consider

Outside Sales

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What do you do if you're juggling multiple clients and deadlines in Outside Sales?

1

2

3

4

5

6

7

1 Prioritize your tasks

2 Communicate effectively

3 Use technology

4 Set boundaries

5 Seek support

6 Review and improve

7 Here’s what else to consider

Outside Sales

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