You’re a Direct Sales professional. How can you track your sales better?

2 Track your sales funnel

A sales funnel is a model that describes the stages of a customer's journey from awareness to purchase. It can help you track your sales better by allowing you to identify and optimize the key steps and actions that lead to a sale, understand and address the pain points and objections of your prospects, increase your conversion rates and reduce your churn rates, and align your sales and marketing strategies and tactics. To track your sales funnel, you need to define the stages of your funnel such as lead generation, qualification, presentation, negotiation, and closing. Then, assign values and probabilities to each stage such as the number of leads, prospects, opportunities, and customers as well as the percentage of conversion from one stage to another. Finally, use a tool or method to visualize and measure your funnel like a spreadsheet, dashboard, or CRM system.

3 Use a sales tracker app

A sales tracker app is a mobile application that helps you track your sales activities and performance on the go. This type of app can be incredibly beneficial, as it allows you to access and update your sales data anytime and anywhere, capture and scan business cards, receipts, and documents, record and transcribe your calls, meetings, and voice notes, sync and integrate your sales data with your CRM system and other apps, as well as receive and send notifications and alerts. As such, a sales tracker app can be a convenient and effective way to track your sales for those who are often on the road or away from their computer. Some of the most popular sales tracker apps for direct sales professionals include Badger Maps, SalesRabbit, Spotio, and Salesflare.

4 Track your sales skills

Tracking your sales skills is not only about measuring your results, but also about evaluating your behavior, attitude, and mindset. It can help you track your sales better by allowing you to identify and improve your strengths and weaknesses as a salesperson, learn and apply new techniques and best practices, develop and maintain a positive attitude, set and achieve realistic goals, and seek and receive feedback and coaching. To do this effectively, you need to be honest and objective about your performance. Use various sources and methods to assess your skills, such as self-reflection, peer review, customer feedback, sales training, and sales coaching.

5 Track your sales habits

Monitoring and managing your daily routines, actions, and decisions that affect your sales performance is key to tracking your sales habits. Establishing and following a consistent and productive sales schedule, planning and prioritizing your sales tasks and activities, avoiding and overcoming sales procrastination and distraction, creating and maintaining a healthy and balanced sales lifestyle, and celebrating and rewarding your sales achievements are all ways to track your sales better. To do this, you need to be aware of your habits and use various tools like a calendar, journal, checklist, timer, habit tracker app, or habit buddy. Tracking your sales habits can help you improve your sales performance, efficiency, and satisfaction - ultimately allowing you to achieve your 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?