In 2024 sales leaders are being asked to hit bigger targets with tighter budgets. On a macro level this can feel daunting, but if you boil it down team by team, rep by rep– the answer clearly sits in the efficiency and productivity of your rep’s day. And in order to drive that daily efficiency and productivity, you need to deeply understand the foundational systems + processes that actually allow your team to spend the bulk of their day talking to customers and prospects. If I’m a frontline manager or Dir of sales right now, I am revisiting this checklist quarterly to drive that efficiency and productivity within my teams: 1.) Revisit your deal cycle workflows and ensure your reps understand the ins and outs of the tooling and sales process. ↳They need to know how to navigate the sales methodology you use ↳They need a deep understanding of your CRM and entry and exit criteria for deal stages ↳They need to have clarity around forecasting expectations and how to keep their pipeline clean ^ All the logistics of getting the job done. 2.) Skills assessment/reinforcement and training around how to make sales conversations meaningful. ↳Revisit messaging and positioning ↳Regular objection handling practice ↳Understanding each persona, their problems and buyer signals that indicate it’s time to reach out to that specific prospect ↳Value, benefits, ROI, differentiation matters Fewer tools means less complexity. See where you can cut standalone tools and consolidate to more comprehensive and all-in-one tools (like Apollo) to give your reps a more centralized operating system and reduce the time spent navigating their tech stack. Simplicity will help your reps win. 💪🏼 The market and selling environment is changing rapidly. Your teams are growing and shifting constantly. These things should be top of mind and regularly revisited at the team and rep level to ensure they are as equipped and empowered to do what they do best (sell!) at all times. How often are you running enablement sessions with your team? Do you focus on process or skills more? #salesexcellence
I can't tell you how many fridays I would spend stuck updating CRM and pipeline because I felt like the tools were too daunting and I didn't know how to use them. This is so important to make sure you are addressing both sides of rep eneablement
Quarterly checklist for team productivity and efficiency. Simplify tools, focus on skills.
So many CRO's forget the importance of # 2 ! Or make the mistake that they should delegate that bucket entirely. I know I've been guilty of it at times. Staying involved and in the mix there can be huge! Thanks for sharing Leandra Fishman!
Very insightful! Simplicity is the key to efficiency
Thank Leandra Fishman - many make sales unnecessarily hard by “inventing the wheel” every day. To run smoothly and grow we need invest more to build our process.
Couldn’t agree more Leandra.
Well said!
Customer-Centric CRO & Revenue Architect | Scaling Early-Stage & High-Growth SaaS | Profitable, Mission-Driven Growth for Founders, VCs & PEs
6moNice read, Leandra. All the more reason to develop a hiring profile that incorporates empathy, curiosity, and coachability to achieve these goals.