It’s not astonishing to see that salespeople need more time than ever to keep their schedules in line. Sometimes it is overwhelming by the amount of workload you need to manage daily, some of which doesn’t involve selling: finding resources, managing client relationships, attending business meetings etc.
This could lead to salespeople working overtime trying to do multiple tasks at one go. So, we came up with a few tips to manage your workload efficiently to get you to focus on what matters.
Getting your priorities right
It is important to set goals that don’t just put a brass ring in front of you, but a what, why and how. If your goal is to generate 100 new leads, jot down why this matters, what steps you must take to make this happen and how you will go about it.
That way you can be productive and manage your workload effectively since you have gotten your priorities right on which tasks matters more. To put it in simple terms, doing “the right thing, for the right reason, in the right way”
Identify your next steps
Knowing your next steps help keep you organizing and it prevents you from side tracking. Make a list and figuring out which steps to prioritise first. Then you just work you way down the list, doing the high important things before the lesser important things.
By doing this, you will not be overwhelmed with the amount of workload that has to be done and you can focus on completing the workload that is most urgent.
Using the right tools for efficiency
Salespeople can get geeked out over technology and tools that can help them perform more efficiently. or may be get intimidated by the number of options available and technical complexity to set up. Fret no more, we will introduce you some tools that will help you get your efficiency level up and going without needing to read a manual!
TQ Prospector – An extension that helps to source for contacts on any website and add each contact to a list and export it to an Excel file.
Dropbox for Business – A secure file sharing and storage tool that provides a central storage location and collaboration platform for your business files.
Prezi – Cloud-based presentation software that creates interactive presentations that include an engaging “zooming” feature and collaboration functionality that allows multiple users to work on presentations together.
Trello – A productivity tool that uses boards, lists, and cards for organizing and prioritizing.
Insightly – Cloud-based customer relationship management and project management tools for small businesses.
Manage your workload now!
Utilizing your ‘one-on-one’ time with your manager
Utilizing your managers to get the key resources you need to excel to manage your workload efficiently doesn’t mean you are outsmarting your boss. In fact, sales managers should spend recurring one-on-one time with their sales representatives. This allows the sales representatives to clear off any questions and any help or guidance needed.
Looking for the sweet spot
Once you have identified your clients, pursuit only those prospects that fit into your sweet spot. With that, this allows you to stick within the ‘business parameters’ and focus on invest your time and effort on these prospects, making your workload much more efficient and productive.