Here's how you can effectively handle multiple projects in technical sales.

Timeblocking and consistent communication with my deal teams in investment banking were crucial in navigating the complexities of multiple deals simultaneously. These strategies are equally effective in SaaS sales. Timeblocking: Allocate specific blocks of time to different projects or tasks throughout your day (prospecting, discovery, follow-ups...) Overcommunicating with Teams: Regular updates and check-ins prevent misunderstandings and align efforts. Project Management Tools: Tools like Motion, Asana, Trello, Monday.com, etc. can visualize tasks, deadlines, and dependencies, making it easier to prioritize and track progress across multiple projects. Effective Delegation: Leverage the strengths of different team members.

In today's fast-paced world, managing multiple technical sales projects means prioritizing effectively. Use the #focusmatrix to align your projects with strategic goals. Increase efficiency by collaborating in real time with #cloud-based tools. Keep your team in the #growthzone by delegating tasks & celebrating successes. This approach keeps everyone focused, motivated, & achieving great results.

1. Plan before starting anything. 2. Use every tool at your disposal. 3. Prioritize tasks 4. Adjust your plan through regular reviews 5. Know when to delegate 6. Stay focused 7. Communicate with team.

As a sales executive, one crucial skill is task prioritization. Early in my career, I struggled with handling everything at once, which often led to missed deadlines and a lack of focus. Implementing the Eisenhower Matrix helped me categorize tasks into urgent and important, important but not urgent, urgent but not important, and neither urgent nor important. This method allowed me to concentrate on the most critical tasks first, ensuring that I met deadlines and worked on what truly mattered. Prioritizing effectively is key to managing multiple projects and staying focused.

In my career, wearing multiple hats in investment banking and the startup space, timeblocking and prioritizing tasks have been essential for managing multiple deals simultaneously. Overcommunicating with teams has also helped ensure that everyone is aligned and projects are progressing smoothly. - Timeblocking: Schedule dedicated time blocks for different projects to ensure focused work, considering your prioritization and client timing from your BANT qualification. I've found the Motion app's AI-based scheduling helpful here. - Delegate: Delegate tasks to team members to balance the workload and leverage their strengths.

Make others work around your calendar and availability! Most of the times projects that aren’t sales or prospecting related include others who aren’t actively selling. Try getting them to work around your schedule to make sure you complete your cold calls, emails, demos and appointments.

During my journey, points that worked were: 1) Record some calls and evaluate them later; 2) Carrying out roleplay - carrying out calls and evaluation together there and then; 3) Cumbuca method - study of the best techniques together (Reading a book about the content and joint discussion - Predictable Revenue, Spin Selling and the like; In this context, evaluations in this format enable the mentee/evaluee to understand the areas for improvement, learn more about sales and also observe and monitor their growth.

Effective time management is vital when juggling multiple projects. Time blocking has been a game-changer for me. I allocate specific time blocks for different tasks and stick to them. This approach minimizes context switching, which can severely hamper productivity. Additionally, using the Pomodoro Technique—working in focused 25-minute intervals with short breaks—has significantly increased my productivity. Dedicated, uninterrupted time for each project ensures steady progress and prevents the pitfalls of multitasking.

In sales, simplifying processes is essential. During one of my major projects, automating repetitive tasks like follow-up emails saved me hours each week. Utilizing CRM systems to track client interactions and sales pipelines also made a significant impact. Adopting frameworks like Agile or Scrum can standardize project management approaches, making them more efficient. Simplifying processes not only saves time but also ensures consistency across all projects, which is crucial for maintaining quality.

During my journey, points that worked were: 1) Record some calls and evaluate them later; 2) Carrying out roleplay - carrying out calls and evaluation together there and then; 3) Cumbuca method - study of the best techniques together (Reading a book about the content and joint discussion - Predictable Revenue, Spin Selling and the like; In this context, evaluations in this format enable the mentee/evaluee to understand the areas for improvement, learn more about sales and also observe and monitor their growth.

Clear communication is paramount in technical sales. In a large software implementation project, I kept clients regularly informed about project status and potential delays. This transparency minimized misunderstandings and built trust. Internally, using collaborative tools and holding regular meetings ensured that my team was aligned and up-to-date. Good communication is the backbone of successful project management, as it minimizes confusion and builds confidence.

No one can handle multiple projects alone; leveraging teamwork is crucial. Delegating tasks based on team members' strengths and expertise was a strategy that always worked well for me. Encouraging collaboration and fostering an environment where team members can share ideas and solutions led to more effective problem-solving. A cohesive team can tackle complex issues more efficiently, ensuring that each project receives the necessary attention.

In technical sales, adaptability is key. During a significant project, the client's needs changed dramatically halfway through. Adopting an agile mindset and regularly reviewing project progress allowed me to pivot strategies and meet the new demands effectively. Staying flexible and ready to adapt to changes ensures that you can respond to challenges efficiently and keep projects aligned with client goals.

The key to effectively handle multiple projects in technical sales is to draw a clear line of differentiation between URGENT & IMPORTANT. Prioritising & delegating the tasks to the respective subject matter expert will enhance the productivity and quality of the project as a whole. One should always have a contingency plan to encounter any challenge that could pose a threat on project completion deadlines.