How can you prioritize your sales activities and manage your time more effectively in Outside Sales?

It's one thing to write goals and another to reach them. Setting SMART goals is one thing and reaching them is another. So I try to set off time to engage in social media and keep a space for some emergencies.

Really important to set up the goals that want to achieve and create the SMART Key Performance Indicator to more structure in sales activities. The SMART objective should be aligned with the process in focus to Goal’s achievement. For example the Target is to Sales Achivement, so the SMART should be related with Sales activities, create & Following Up the opportunities in customers.

-Set a timer for 20 minutes and do your least favourite sales activity (e.g. CRM entry, updating notes etc) see how much you possibly can get done in that 20 minutes. -Set 10 minutes to stretch and relax your eyes -Rinse/repeat till all activities are done. -Embrace the grind and get competitive with yourself. -The time you put in now will pay HUGE dividends in the coming months.

Of course it is important to define goals. But how do you measure and which frequency? What is not measured, it cannot be improved nor does not matter.

The answer to being more efficient to me starts with qualifying leads initially to be sure I'm talking with the decision maker or know who needs to sign off on a project as soon as you can know. Then, we have to be sure to understand their needs not just our capabilities. Efficiency is enhanced by social media as answering phones became a thing of the past. Being engaged, but also engaging with others and going to events to better understand the verticals you're reaching is far more important now than ever. Happy hunting and gathering!

I have never heard it called this. As a person with 2,000 plus messages or emails a day I am copied on, or are directed at me. I totally live by the blue dot ?? on my text messages. I dont look at them until I am ready to do, delegate, or delete. Not sure the need for decide. The other thing is I rarely respond to groups for 5-6 hours. As if they needed me to do it. They would send to me directly and not copy in anyone else.

Desde mi perspectiva como responsable de ventas, la matriz de Eisenhower es una herramienta valiosa para priorizar nuestras actividades y maximizar nuestra eficiencia. Al categorizar las tareas en función de su urgencia e importancia.En un entorno de ventas dinámico y competitivo, es crucial centrarse en las tareas que generan un impacto directo en los resultados, como cerrar acuerdos con clientes clave o resolver problemas urgentes. Además, la capacidad de decidir cuándo realizar tareas importantes pero no urgentes nos permite dedicar tiempo a actividades estratégicas, como planificar estrategias a largo plazo o cultivar relaciones con prospectos clave.

he Eisenhower Matrix is an excellent tool to help prioritize sales activities & manage time more effectively in an outside sales environment. Here's how : Categorize your sales tasks: Urgent & Important (Quadrant 1): Tasks like following up on hot leads, responding to urgent client inquiries, or addressing high value commitments. Important but Not Urgent (Quadrant 2): Activities like prospecting for new leads, making sales proposals, attending networking events, or planning sales strategies. Urgent but Not Important (Quadrant 3): Interruptions like non-critical emails, phone calls or administrative tasks. Not Urgent & Not Important (Quadrant 4): Time wasters like excessive social media or irrelevant activities.

Each subject is really and very important to follow A good preparation is 90% of your success ! No result without a target and a good reporting to follow the tendancy and to adjust your daily actions

I found this helpful with time management and staying out of the weeds, incredibly when short-staffed. Prioritizing and list-making are huge. I am also completing quick tasks to get them out of the way and create a sense of accomplishment.

In sells its important to understand that even though you have so many accounts there are some key accounts that always end up being the ‘cash cow’. They buy and cover close to or over 50% of your target most times, these accounts are the ones that need maximum attention. According to Pareto principle, 80% of your sale can come from 20% of your accounts, so even when you manage 180 accounts, ensure you do your checks and KYC to identify the stronger 20%, focus on the strong 20% prioritise and allocate allowable time to the other 80% to create a balance.

I disagree. Most by best clients and deals come from chance rabbit ?? holes ??? at events. The 80 / 20 rule if focuse on best. Who is deciding best? Great example. I can a company called Interide Logistics that later sold to XPO Logistics. At Interide we had a great sales team that never did more then $10K profit in a week. Then we hired some guy that the over met at a Poke table by pure chance. Guy comes in and puts up $80K profit weeks. Then everyone else believed it possible and started doing 3x to 6x more then $10K a week. So who decides the 80 / 20 focus?

Here's what I would using "Pareto Principle" Evaluate your team's workload and consider delegating or outsourcing non-core tasks, such as administrative work or lead generation, to free up your reps' time for direct sales activities.

Pareto principal is a sale technique, also known as the 80/20 rule, states of roughly 80% of results comes from 20% of causes or inputs. In sales this means that a large portion of my revenue often comes from a small % of my clients or efforts. By focusing on the most 20% of my activities or customers, I can maximize my sales results and efficiency.

One thing I have found important is that you need to manage your pipeline effectively. You can use the pareto principle to optimize on your time tracking. Give quality time to 20% of your pipeline that is highly productive.

Prioritizing sales activities and managing time effectively in outside sales can be achieved through automation and streamlining. By automating repetitive tasks like data entry and scheduling, sales reps can focus more on high-value activities such as prospecting and relationship-building. Streamlining processes ensures that sales efforts are directed towards the most promising leads and opportunities. This approach optimizes time usage, boosts productivity, and ultimately leads to better results in outside sales.

The effective prioritization of sales activities and time management in field sales can be enhanced by employing a CRM system, capitalizing on automation and optimizing processes. By automating tasks within the sales process, sales representatives can dedicate more time to high-value activities. A CRM system can implement existing best-practice sales processes of the company and effectively support automation as well as simplified and time-saving data entry (such as data crawlers, mobile CRM, etc.). Efficient utilization of processes within the CRM system ensures that sales activities are strategically aligned with promising leads and opportunities. This approach optimizes the utilization of available resources..

Automation is the key to effective sales. I have multiple templates for cold emails, cold calls as well as templates for different scenarios. These are all based on solutions that have worked for me in the past and I adapt them to present day problems. This allows me re-invest my time in other areas that enable me sell better like growing my industry knowledge.

Being incredibly organized and harnessing the power of automation, especially with emerging AI technologies, is crucial. Integrating advanced tools and systems not only saves time but also ensures precision and effectiveness. As the sales landscape evolves, investing in cutting-edge solutions is key to staying ahead and optimizing your workflow. (Reach out to me if you want to know what tools I’m using!)

Explore sales automation tools that can streamline repetitive tasks, such as email outreach, scheduling, and data entry. This can free up your reps' time for more high-value activities like face-to-face meetings and negotiations.

Learn to say no more. If you want to be the answer for everything then learn to give leads to other experts. Get clear on your expertise so they can reciprocate magic!

Sharing my personal experience here, In outside sales, looking your best can really make a difference. When you take the time to dress nicely and present yourself well, it shows that you care and people are more likely to take you seriously. So, make sure to keep yourself groomed and dressed nicely—it could help you seal the deal with potential clients.

Para todo padr?o de vendas pode se utilizar métodos ,porém , minha opini?o é que todo vendedor precisa desenvolver sua identidade no que se prop?e em rela??o ao processo total de vendas, método seu sem palavra em inglês , seja claro e objetivo com seu cliente ,obtenha conhecimento sobre a realidade e necessidade de cada cliente , trate com confian?a suas atitudes e meios de resolver problemas transforme verdadeiramente seu cliente em um parceiro comercial, aí conhecerá uma palavra chamada credibilidade.

Reviewing Sales activities helps you know whether you are on the right track or you need to change tact. Meaningful Sales activities should result in a positive ROI.

Definitely not always being the yes man and helping everyone. Learn to say no. it’s great to be a team player but you have to learn to say no sometimes for the betterment of yourself and your customer.

Make a plan before you start calling on customers. I like to plan out my week on an office day. I am a Hunter and I want to call on the best prospects I can. I research leads and then I put their contact info in a spreadsheet by city/town. Plan the work then work the plan. I then capture prospect’s information on SalesForce. CRM enables my team to have access to these contacts and help me close.

You need to be able to build a schedule and as difficult as it might be, stay to it. Allowing distractions will only set you back and delay outcomes. I was told a long time ago “if you want to lose three hours in a day, go to the office for 15 minutes”. Still relevant today. You need a solid team supporting you so you can be solid in supporting them.

Importante focar naqueles clientes que s?o mais rentáveis para o negócio, em um contexto de saas, aquele perfil que apresenta um maior lifetime value para a empresa

Be more knowledgeable. The most knowledgeable salesman is the one who distinguishes himself from others in the same field and is the one who makes him more flexible and expands his thinking and awareness of the keys to the market and its updates..

6- N?o negligencie o poder das ferramentas diversas de acesso ao cliente. Muitas vezes a agilidade das decis?es e dos contratos depende do qu?o presente e disponível você, sua empresa ou departamento est?o para os tomadores de decis?o. Considere uma boa gest?o do digital n?o só nas ferramentas oficiais como Teams, e-mail, Skipe ou marketplaces, como também esteja presente de forma sóbria e nada for?ada nas redes sociais que podem te ligar ao cliente criando conex?es. Decis?es de compra podem surgir nos momentos de lazer, mesmo quando seu produto ou servi?o n?o é a prioridade dele.