If you are an entrepreneur or a small business owner who wants to jumpstart their sales, there is just so much you can do. Of course, sales depend on many different factors, but you can still improve some of them yourself. Here are ten highly effective techniques to jumpstart your sales.

1.Focus on Emotions and Feelings

You’ve probably heard about it before that focusing on emotions and feelings is essential for building strong short-term and long-term relationships with your customers. If you have a connection with them, they will be able to relate to your brand better. Make your audience feel good on an emotional level first, then follow up with facts.

The thing is that we are used to focusing on emotions rather than on logic when we experience something for the first time. This is why first impressions matter so much and can make a big impact on how your first-time customers feel about your brand and whether or not they become your long-term clients.

2. Make Them Agree With You

Did you hear about cognitive dissonance? Basically, it’s the idea that we are committed to a certain “version” or perception of ourselves. This is why we tend to avoid putting ourselves in situations that negate that perception. Knowing about cognitive dissonance and using it can help you increase sales dramatically.

If you ask your customers certain questions that will make them agree with you, they will get “on board” early on. Afterward, they will be less likely to disagree with you about the usefulness of a certain product or feature. This will help you easier sell your products or services to such clients.

3. Sell It to Themselves

Yes, you heard it right. You can make your clients sell your own products to themselves. It’s funny how easy that can be done and how many business owners and marketers are missing out on the opportunities this technique brings.

The point is to give your client reasons to defend what you’re selling. You can do this by saying that you are not sure whether a product or service is right for them or by mentioning that they seem more interested than you originally expected. If you allow them to defend your product, they will put together their own argument about why they should make the purchase.

4. Show Examples of Other Clients

Making other clients an example for your potential customers will help you persuade the latter ones to make a purchase. We are social beings and like to know about what other people feel about this or that. It’s all about psychology at the end of the day.

Social proof is so effective exactly for that reason. If you share positive feedback, it will only have a good effect on the overall image of your organization. In addition to that, genuine and honest reviews can highlight the benefits of your products maybe even better than you ever could.

 

5. Outsource Your Content Creation

One of the best marketing strategies you could use is content marketing. It is cheap, easy to set up, and quite effective. One of the downsides, however, is that it may take too much of your time as content creation is a painstaking process.

A great solution for this problem is outsourcing your content creation with the help of an online writing service such as Trust My Paper. This will give you more time to focus on the more important aspects of your business such as increasing your sales. You can outsource other tasks as well such as administrative chores and so on.

6. Limit Time and Create Urgency

Everyone loves special deals because they allow you to purchase something you really like for a price smaller than the usual one. If you make such deals limited, you will realize that people are starting to buy more and more (even if the product is not that popular or valuable.)

We are afraid of missing out on an opportunity, so when your customers realize that there is a limited time the product will be available or there is a set number of such products, they will try to grab it as fast as possible. You can see that by looking at the holiday sales most stores usually have. For example, Black Friday.

7. Give Them Some Space

Sometimes marketers make the mistake of being too pushy. Alright, let’s be honest, not sometimes but quite often. It doesn’t matter whether this comes in the form of too many promotional emails or constant phone calls – people don’t like it.

Your aim, on the other hand, is to make your customers feel comfortable. Give them some space. If they realize that they can feel safe and there is no pressure in the relationship between you and them, they will start feeling more confident. They will start trusting you more and even making the first step rather than waiting for you to do it.

 

8. Highlight the Benefits

We are used to paying attention to risk first and only then to everything else. If you are not a popular company, your potential customers might be afraid to purchase from you even if your products are absolutely outstanding. This is why it is so important to highlight the benefits of buying from you.

Show why and how your product or service is great. Keep the focus on the rewards your customers get when they buy it. Tell them about the advantages they get, whether it is a smaller price or a higher value. At the same time, try to minimize the risks as much as possible.

9. Tell Great Stories (and Jokes)

Never forget about the power of storytelling. Telling great stories is an amazing way to build trust and establish a strong relationship with your customer. Stop thinking in terms of statistics and start telling anecdotes.

If you want to be impressive, tell the story of a single happy client rather than claiming that hundreds of your clients have been satisfied with your work. It is a lot more personal and will show the “real” factors that determined such a great experience.

10. Outsmart Your Competition

Lastly, outsmart your competition by doing regular research about them. You have to know what they are up to at any given moment. Maybe you can even use this knowledge in your own strategy and increase your sales with the same tactics they used.

Always be a step ahead of them. And, on the contrary, don’t copy directly whatever your competitors are doing. That will only make you look unprofessional and a copycat that nobody respects. Know the limits.

Final Thoughts

In conclusion, sales are a constant worry for all business owners, so it’s only natural that you want to increase them. If you use some or all of these tactics, you will definitely see an improvement.

 

Bridgette Hernandez is a Master in Anthropology who is interested in writing and is planning to publish her own book in the near future. She works with professional writing companies such as GrabMyEssay and SupremeDissertations as a writer. The texts she writes are always informative, based on qualitative research but nevertheless pleasant to read.

 

 

Whenever I am working with a startup company and training their sales team, the topic of sales scripts simply cannot be avoided. Many confident salespeople will say that they don’t need a script as it is too robotic and doesn’t sound natural.

Although I can understand this point, I just don’t agree with it. If you watch top actors on stage or in films, every single word is scripted, yet they can evoke a range of emotions from you to the point that you feel that it is completely natural. Salespeople are very much like actors, they have to develop their persona around every person they speak to. They have to give a different performance with every single call they make, from a likeable cold call performance, a trustworthy relationship-build performance to a close friend account management performance.

To make this clear, my standpoint on sales is that you have to be genuine and honest at all times, however, your intonation, your pauses, your breathing is all a performance, and so accept that a script is step 1 in the process of making sales. Only at the stage where your whole performance is perfect, then you should focus on leaving the script behind and start enjoying and improvising.

How to make a sales script

Everybody reading this blog will have a different product, a different USP, a different way to disrupt their chosen market. However, any startup focussing on B2B sales has exactly the same approach. They need to create leads, interest people, demo the product and then sign them up on a trial to then upsell to become a long term customer.

To make a sales script you need to get the structure correct for the whole call.

Often to explain the point that a sales script is like a journey where every step has to be completed before moving on to the next part of the call, I try to demonstrate this physically. I get all parts of the scripts written on sheets of paper and place them on the floor. Then I get the sales person to practice the script as they are walking so they can understand the importance of how linear the call should be.  

How to write a sales script

Stay with me here and let’s apply this analogy to the call:

Stage 1: You call to introduce yourself. The responses and topics from the customer are very broad and conversation can go in any direction

Stage 2 : You ask company specific questions. The responses now are more limited and the topic of conversation is now heading towards a more focused direction

Stage 3: You ask product specific questions. The responses are now all focused on how you can help the customer

Stage 4: closing questions. You ask the customer if they are available for you to demo your product. You have led the customer down a path where their only option is to book a time for a demo as the context of the call has been set up correctly.

How to create a sales script

Sales Script Demo

Let’s look at an actual script that you can use. For the context of this, we can presume that there are no gatekeepers and you are speaking directly to the decision maker.

Opening Call

The Goal here is to simply, confidently and clearly introduce yourself. Don’t feel you have to justify yourself and never say “just”. Be confident of who you are. Also, you are politely asking for permission to speak, don’t just presume they are available because you have called.

You: Hi, can I speak to Mike, please?

Customer: Hi, Mike speaking. How can I help? (remember that Mike has received marketing emails, he has clicked on a guide and visited your site so you know he has a little context about you)

You: Hi Mike, my name is (X) and I am the owner of (insert company name). I sent you an email this week introducing myself, is it a good time to talk just for two minutes?

At this point, you could have already lost the sale. The first 10-20 seconds of a call are critical and the first 5 seconds are even more important. 

 How to write a sales script

Here’s how to avoid messing this up:

  • Introducing yourself confidently. You are going to convince this person to invest lots of time and money into you, so you should have the confidence to at least introduce yourself in the right way.
  • Always ask for permission. Just because someone answers the phone, it doesn’t mean they are free. You will only get one chance to introduce the product and so make sure you do it at a time when they are listening. If it sounds like the person is driving, eating, in a noisy atmosphere etc., just arrange to call back another time. Give yourself the best possible chance to set up the right foundations of a great call.
  • After you’ve introduced yourself don’t feel you need to justify anything. Don’t fill the silence with extra talking. Just introduce yourself and go quiet. The power of silence will actually emphasise the introduction you have just given and the customer will feel obliged to talk.

Product Introduction

Customer:  Yes, just two minutes. How can I help?

You: Great. So at (insert company name) we (insert one line tagline for the company). For example: “Great, so at Teamgate CRM we are an all in one platform for sales teams”.

At this point, you have to make sure your company description is succinct and clear.

Please, do not fall into the trap of being one of those startups whose description is so complicated that nobody understands what they actually do as a company. If you are struggling with this please read the Mom Test. Also, you have learned that the customer has two minutes. If they have two minutes and they are interested this can lead to 5, 10 and 15 minutes…

Build the intro more then ask 1st Validating Question

You: We work specifically with startups to help them improve their sales conversions. I just wanted to check if you are using a CRM at the moment?

What we are doing here is giving the customer more detail of the exact market that we are targeting. We are then asking a validating question:

  • to establish whether they are a suitable customer to sell to
  • to learn more about them so we can help them

Listen, Listen more then ask 2nd validating question

Customer:  Yes, we use (insert software) at the moment (the customer will then go on to talk about this. Let them talk as much as you can and just listen).

You: Sounds great and how do you find (insert product specific question that you know will highlight their vulnerability), e.g.: “sounds great and how do you find their sales reporting?”

Firstly, our focus here is being comfortable with listening. Secondly, you want to ask questions to try and highlight to the customer all the areas where they are vulnerable.

Sympathise and agree

Customer: It’s ok, but I can’t set a calls per day target or find out where my sales leads are coming from.

You: I completely agree. With any CRM it’s so important to be able to understand what is working well for making sales and what needs to improve.

What you are doing here is showing that you agree with the customer and flatter that they know what they are talking about. Also, you are highlighting your industry knowledge to show expertise.

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Thank them for their time and get to the point

You: (insert customer name) I appreciate how busy you are and thank you for explaining your business in more detail. At (insert company name) we………..(insert more detailed product description that will excite the customer).

e.g. I appreciate how busy you are and thank you for explaining your business in more detail. At Teamgate CRM we have been working with startups for the past 4 years now. We aim to help companies like yours make sales, build scalable systems and create a framework for both training new sales staff as well as creating detailed reports for investors. I understand I have just called you out of the blue and so would you be free for a 10-minute demo this week where I can show you how the product works?

What you are achieving here is that you are giving a much detailed explanation of your software, showing good manners to thank them for their time, and then getting to the point to book a demo.

Close

Customer: Yes, that would be great. I am crazy busy this week but next week could work.

You:  Great, I’m free on Tuesday morning at 10 am or Thursday at 2 pm, what would be best for you?

At this stage you have to be very precise and get the call booked in. Don’t be too vague, just give them two set times and let them choose one. If they request a different time then I am sure you are free to accept it but just give the premise that you are busy and that you are organised.

Finish the call

Customer: Yes, Tuesday at 10 am would work for me.

You:  That’s great and I really appreciate your time. I look forward to running through everything next week.

From here you just want to make sure that the call is finished politely and you are setting up the framework for a great demo next week.

Full script altogether

You: Hi, can I speak to Mike, please?

Customer: Hi, Mike speaking. How can I help?

You: Hi Mike, my name is (X) and I am the owner of (insert company name). I sent you an email this week introducing myself. Is it a good time to talk just for two minutes?

Customer:  Yes, just two minutes. How can I help?

You: Great, so at Teamgate CRM we are an all in one platform for sales teams. We work specifically with startups to help them improve their sales conversions. I just wanted to check are you using a CRM at the moment?

Customer:  Yes, we use (competitor) at the moment. ……………

You: Sounds great and how do you find their sales reporting?

Customer: It is ok, but I can’t set a calls per day target or find out where my sales leads are coming from.

You: I completely agree. With any CRM it’s so important to be able to understand what is working well for making sales and what needs to improve.  At Teamgate CRM we have been working with startups for the past 4 years. We aim to help companies like yours to make sales, build scalable systems and create a framework for both training new sales staff as well as creating detailed reports for investors. I understand I have just called you out of the blue and so would you be free for a 10-minute demo this week where I can show you how the product works in more detail?

Customer: Yes, that would be great. I am crazy busy this week but next week could work?

You:  Great, I’m free on Tuesday morning at 10 am or Thursday at 2 pm, what would be best for you?

Customer: Yes, Tuesday at 10 am would work for me.

You:  That’s great and I really appreciate your time. I look forward to running through everything next week.

Conclusion

Every sales call will not be this easy. There will be deeper discussions and there will be more objections (read more on “How to Deal with Sales Objections”), but I hope this script can give you a framework to find your tone and rhythm of how you would like to start to speak to customers in the future. With any sales call, make sure after every conversation you are making detailed notes in a sales CRM of what you have learnt both about the customer’s product and personal information so that you can follow up with them in the future.  

 

Have you ever argued with yourself over buying something?

These are typically the moments when the real human nature shines through, as we’re scrambling to find compelling facts to justify purchases that are driven entirely by an emotional need to feel good.

Appealing to the logical mind is essential to make a compelling case and convince your customers you’ve got the best solution, but when it comes to actually making them pull out a credit card, nothing beats a strong emotional pull.

People often think they make decisions based on rational thinking and analysis when, in reality, most of our decisions are highly influenced, if not entirely determined, by emotions.

According to research, positive emotions towards a brand lead to higher consumer loyalty than trust or any other sentiment. And more importantly, fMRI neuro-imagery shows that when evaluating brands, consumers tend to use their emotions – feelings and experiences – rather than information, such as facts, features, and brand attributes, to drive their decisions.  

So it seems that we get incredibly emotional all the time.

Learning how to invoke consumer emotions and influence their behavior can have a direct impact on your bottom line. Businesses of all caliber are successfully optimizing their marketing campaigns to activate emotional triggers and increase their sales by acting on solid research.

Here are 9 emotional triggers that can help you boost your sales.

Loss aversion

Loss aversion is one of the strongest emotional triggers. People would much rather avoid a loss than enjoy an equivalent gain. Or to put it bluntly, it’s better to avoid a $5 charge than to get a $5 discount.

A simple change in how you frame an offer or situation can have a huge impact on consumer decision-making. Instead of highlighting to your customers what they would gain by buying your product, focus on escalating the loss, they’ll suffer if they don’t. Another interesting twist that is a result of people’s tendency to avoid losses is our inability to easily let go of something that we already have, which, in turn, increases its value even further. If you can make your prospects feel as if they already own your product, they will be more likely to buy it because not buying it will mean losing it.

Here are a few ideas on how you can implement loss aversion in your marketing messages:

  • Encourage people to imagine what it would be like to have or use your product by peppering your page copy with words like imagining, visualize, and imagine.
  • Frame your copy to emphasize losses rather than benefits; e.g., “You will lose $75 a month in surcharge fees if you don’t switch to our Pro account.”
  • Let your prospects use your product for free for a limited period of time to increase the sense of loss.
  • Use video content to demonstrate how your product works – watching somebody else use your product will make prospects feel as if they’re the ones doing it.

The biggest challenge when applying this tip to marketing communications is to learn to focus on potential losses rather than gains offered by your product.

Reciprocity

The law of reciprocity is pretty straightforward: if you do something nice for someone, they’ll feel indebted to you and will try to return the kindness.

For example, when you enjoy some free food samples at a supermarket, don’t you feel a nagging obligation to buy some just because you tried it? Obviously, online retailers need to find different ways how to utilize reciprocity in their messaging and marketing campaigns. Adding a free gift,  offering a lot of free high-quality content, and offering a free trial are some of the most common tactics of making prospects feel like they ‘owe’ you.

A budgeting software Ynab has geared its marketing towards invoking reciprocity by offering a 34-day trial and publishing a huge amount of educational content that would be difficult to find somewhere else.

Image source: Ynab

The key to making this principle work is to gently remind your prospects about what you’ve done for them. For example, when someone downloads your free lead magnet, it’s perfectly okay to send a follow-up email at some point saying: ”Since I’ve given you this guide for free, I’d like to ask for a favor — click this link to…”.  

Newness and novelty

Researchers have found that new experiences and new facts in learning significantly improve memory. Our brain is particularly attracted to new information and the promise of a new experience. By tapping into this trend, businesses can quite easily boost their revenue.

The entire fashion industry would collapse if the novelty factor lost its influence on consumers. Just think about it — we’ve been ‘trained’ to spruce up our wardrobes every season to keep up with the new fashion trends and looks. Failing to do that can have serious implications on our lives, as we know that the brain needs less than 30 seconds to form an impression of someone. A poor first impression can be the leading cause of a failed job interview, an unsuccessful sale, and lots of new customers. The appeal of trends and the promise of new exciting experiences make the wheel of sales spin every day.  

Look at Apple and its consistent strategy to release new, updated products every year. It is one of the best examples of a company that has recognized and successfully used the novelty factor to drive sales. Everyone knows that the difference between iPhone 6 and iPhone 7 is too insignificant to convince anyone to upgrade and still, hundreds of thousands of people eagerly toss their ‘old’ phones away to get their hands on the new model.

By constantly upgrading, updating, and improving your products or service, you’ll keep your prospects on their toes and wishing to spend their money. Depending on the industry you’re in, you can also experiment with creating new products and taking advantage of the scarcity trigger to further fuel consumers’ desire.

Transparency

“No hidden fees” and “money-back guarantee” are some of the oldest tactics applied by online businesses. Building trust and credibility in the eyes of your customers directly translates into higher sales volume and stronger relationships. Interestingly, keeping your sales promise is no longer enough to achieve business success, as millennials hold companies to account for their values, policies and brand promises. Being completely honest and transparent with your prospects will help you tackle the most common objections and instill a sense of trust in your brand. Not only will your prospects spend their money with you, but they’ll also become your greatest advocates, too.

Baremetrics’ Open startups initiative is a great example of a growing trend to be painstakingly open about the performance of your business. Companies of all types and sizes are embracing transparency and openness to build deeper connections with their customers, which in turn increase brand trust and boost sales. For example, Buffer chooses to disclose the most sensitive information about their business – everything from employee salaries to their revenue – to foster an open company culture.

Image source: Buffer

Marketers have been playing with the concept of total transparency for years, but the current online climate that is charged with a desire to learn and improve has pushed the envelope even further. By sharing the naked truth about their experiences, successes and failures, companies and entrepreneurs tap into the mindset of growth and development as well as utilize the unique content they have to increase engagement and capture people’s imagination. Blogger and entrepreneur Tomas Laurinavicius are publishing his lifestyle reports with data on his income, fitness, sleep, productivity, blog, and personal expenses to inspire others to follow their professional and personal passions.     

Analysis paralysis

Even the most loyal customers can sometimes fall into the traps of the analysis paralysis of decision-making. Psychologist Barry Schwartz has coined the phrase “The paradox of choice” to summarize his findings on how the increased choice “has made us not freer but more paralyzed, not happier but more dissatisfied”. It would seem that the unlimited access to a wealth of information online should empower us to make better decisions, and yet it often leads to greater fear of making the wrong choice, which in turn leaves us in the clutches of analysis paralysis (all the while making no progress on our most important projects).

Image source: TED

When customers are faced with too many options, they go into a state of overthinking and end up not making a choice at all (out of fear of making the wrong one). Too much information can be a serious conversion killer and businesses need to address this issue carefully. For example, if there are too many features on your landing page or the pricing page is littered with too many offers, it will drive your customers into over-analyzing their options and the majority will choose to delay the decision.

Be sure you’re displaying the most important information required to make a decision, but nothing more. When you want your users to take action, you need to give them a simple, clear-cut option to do that, guiding them through every step.

Instant gratification

Injecting urgency into your marketing messages is a surefire way to trigger the emotional need for instant gratification. From on-demand food and movies to install polaroid cameras and Amazon Prime, the modern consumer is so used to instantly getting what they want that they choose not to have it at all if they can’t get it now. Instant gratification has become the norm.

Image source: Pexels

The two emotions believed to be the driving forces that compel human beings to take action are pain avoidance (or loss aversion) and pleasure. Instant gratification is a need to satisfy our needs, wants, and urges immediately and when we don’t get fulfillment, it causes us great anxiety and tension.  

How can you implement instant gratification in your marketing efforts? Well, there are the obvious options like offering next day delivery or ‘click & collect service or peppering your copy with words like ‘today’, ‘within 24 hours’, ‘x hours left’ and so on to appeal to the emotional trigger, and slightly less obvious ways, like offering live chat support, implementing a loyalty program, or giving something away for free that they can use immediately (a voucher code or access to a video, etc.).  

Familiarity

The concept of social proof is well-known to online marketers. Human beings are social creatures and so we tend to place great value on the opinions of people that are similar to us. And even more so if that person is a friend. The decision-making process is a complicated one, so providing your prospects with as much reassurance as possible will lead to higher conversions.

Testimonials are a foolproof way of showing that your product works. Turn to your loyal clients to get a review of your product or a brief testimonial to demonstrate the range of industries your product serves and the number of people that can testify to its effectiveness.

Another great way to generate new qualified leads is to implement a referral program. Getting a personal invitation from a friend is much more compelling and effective than being bombarded by marketing messages. Create incentives for your users to invite their friends and generate leads that are much more likely to convert.

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Safety and security

When people are trying to make a decision whether to spend their money with you or not, payment safety and security should be the least of their worries. But not only that — consumers are more and more often looking for reassurance that you will continue to provide excellent service long after they click the buy button.

It’s crucial to give customers a sense of security and there are several ways you can do it. You can take on policies like “money-back guarantee, no questions asked” to tackle their concerns about making a wrong choice and integrate with the most popular payment gateways to let your customers choose a payment option that they’re familiar with. To demonstrate your commitment to building a long-term relationship, you can also offer a free and convenient exchange & returns policy that will guarantee a hassle-free after-sale experience.

Image source: Pexels

By making the legal stuff, such as the Privacy policy, clear and simple, you will not only remove the prospect’s fear of having their private data misused or stolen, you will also earn their trust and respect.

Urgency

Nothing makes you want it more than the possibility of not getting it. Marketers are well-versed with invoking the urgency trigger and it works every time. It can be done by using all kinds of tactics to suggest that a product is low in stock or that low prices are about to expire.

If you’re running a special promotion, adding a countdown timer is an excellent way to inject urgency and motivate people to act now or miss out. Adding out-of-stock announcements to products that are low in stock also highlights the product’s popularity invoking the social proof trigger (yes, people just want to have what everyone else has). Offering something exclusively to a chosen group of people makes them feel special and taps into the FOMO (fear of missing out) effect compelling them to buy. A special sale to registered members is a great example of this tactic in action. You can also try introducing seasonal products that are available for a limited time only. Starbuck’s Pumpkin Spice Latte is a success story of this tactic.

Over to you

Many make the mistake of confusing emotion-focused marketing with clear-daylight manipulation of consumers. That’s just wrong. Human beings are incredibly complex and often mysterious, so claiming there is a proven way how to coerce them into taking the desired action is silly.

However, by learning to activate the psychological cues and triggers, businesses have the opportunity to influence consumers’ behavior and aid their decision-making process. And to look at it another way, a lack of influence is also an influence. So take note of these incredibly powerful emotional triggers and implement them in your marketing tactics to achieve greater sales. It’s okay to get smart sometimes.

It is not a secret that the modern day logistics is dealing with very complicated business management processes. Logistics companies need to analyze the information about thousands of clients around the world and effectively manage the routes that extends through several continents. How to find the best solution to run these complex procedures? Every larger logistics company has the same brain teaser.

Looking for an easy solution

Just a few years ago, an international freight forwarding company “Baltic transline” got stuck on the same business management question. The company offers a wide range of services which includes cargo collection, transportation between the terminals and delivery. The company operates in the Baltic States region as well as the Scandinavian countries, CIS, also in the Central and West Europe’s markets. “After the successful phase of development into the foreign markets, we gained more clients but their expectations have increased as well. Also, the need has arisen not only to monitor the effectiveness but also to follow the market trends. We have all kind of clients – from the leaders of the market to freshly made start-ups, so we needed a tool which adapts to the needs of every client”, – tells Mr. Marius Dūdėnas, the spokesman of “Baltic transline”. The interviewer highlights that they were looking for an easily managed tool which could help to fix all the complex issues. “From a technical point of view, the new tool had to help, rather to cause problems”, – he says. After considering the simplicity and provided opportunities, “Baltic transline” decided to try sales management system (CRM) created by Teamgate, which was installed in Spring, 2013.

Related: Ways a New Sales Leader Can Rapidly Add Value and How Do Sales Work at Innovative Companies?

The speed and quality of data analysis

Adolis Jančiauskas, a sales manager at Teamgate, observes that Logistics business sector is indeed very dynamic, having frequent changes in the market and huge competition. The clients are usually from different countries so their business habits are different as well, which makes the whole process even more complex and interesting.

“In order not to get involved into the so-called “price wars”, you need to see the full picture of the client. It helps to understand the needs better and to give the right solution on time. Also it is very important to give each client enough attention to ensure his loyalty. It is really hard or nearly impossible to do all of it without having the right tools”, – says A. Jančiauskas.

Exactly for this reason the “Excel” tables are no longer enough to store all the relevant data about the clients. “When working with loads of data, sooner or later the main disadvantage of the “Excel” tables becomes quite clear – it takes ages to find the information you need. These tables are designed to help you calculate, not to store other clients’ data. Anyway, the habit of working with the “Excel” tables could be explained that simply there were no decent client management tools some time ago”, – says A. Jančiauskas.

How does the most suitable CRM look like?

Marius Dūdėnas highlights that they are using the “Teamgate” system for three years now and their business development and customer service divisions especially values it for its simple control and the opportunities to easily plan and track all the actions. “One of the great features is that the system lets you not only to maintain a close connection between the company and its clients but also to react to the market changes, as well as to measure the effectiveness and results of the employees even more objectively”, – says M. Dūdėnas. 

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Adolis Jančiauskas admits that the “Teamgate” tool is a perfect fit for the specifics of logistics industry because of wide functionality and simplicity. “It is really hard to find both functional and handy tools in the market. Functionality and simplicity also means a straightforward CRM installation process, team engagement and successful automation of the processes”, – says A. Jančiauskas.  An important role is held by analysis tools which helps to track how the goals are implemented and to identify where there is a need to improve. “Companies usually pay little attention to this but you must keep in mind that the business can only grow when it can clearly see this kind of data”, – points out the sales manager of “Teamgate”. He also pays attention that the “Teamgate” tool can also offer even more functions which are vital to the transportation industry – flexible additional information field management that allows to collect other specific data about the destinations of export and import, types of cargo and clients’ list filters under various criteria. This level of customization and automation is often achieved through Freight Logistics Software Development Services, which empower companies to build solutions tailored to their unique workflows.

The interest grows quickly

While talking about more general hot CRM trends, the sales manager of “Teamgate” notes that the interest in CRM solutions is increasing among the logistics companies in Lithuania. And there is a probability that this kind of interest will only grow in the future.

“The procedure of switching to CRM occurs gradually – when the organization grows, the number of employees and clients increases, therefore there is a desire to track the information from different angles. At this exact point it could be really hard to find the relevant information fast enough. When the same problem occurs for a couple of times, you start looking for a way to make this process easier. This happens frequently enough in our business and we see it as one of the cases when companies start to show interest in CRM solutions”, – tells Adolis Jančiauskas.

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Stop losing leads now and try Teamgate CRM for free to discover all the opportunities!

Teamgate’s new smart dashboard is finally here. All your important sales information will now be easily accessible on one page. Why are we excited to roll out this new feature?

Besides the need for automation, salespeople use CRM to make details pertaining to clients and deals flow more freely between departments and sales representative. Granted, a CRM, by default, makes this task less daunting than it would be with paperwork, spreadsheets and face-to-face briefings. However, salespeople still need a way to holistically track and monitor their deals which begs the questions:

How can we fit all this key information on what page?
Which sales indicators are most likely to provide key insights for our customers?

In addition to listening to what our customers most want from Teamgate, we also convened with a number of sales professionals to research and develop the most friendly, informative and intuitive  dashboard.

This is the result:

When we talk about a holistic view of sales, we talk about a 360 approach to customers and deals. Smart monitoring is not only about escorting customers through the pipeline or merely tracking sales reps’ quotas but about dynamically incorporating data to visualize past, current and potential deals and the customers associated with them.

What would otherwise require multiple long meetings in a typical sales department can be done more efficiently with a quick glance at your Teamgate dashboard. It fosters transparency, accountability and streamlines the free flow of information throughout, not only sales team, but also other departments (marketing, product development, customers’ service) who might benefit from this data.

How should you use the dashboard?

Assign permissions

This will allow you to assign deals to sales reps and also control which Dashboard data will be visible to them.

dashboard EN Owner

 Pipeline Value, Forecast and Lead Inventory

The overall pipeline value represents of every single deal and lead in our pipeline. This means that even dormant leads will be taken into consideration. In contrast, Forecast offers a more “realistic” value of your pipeline based on closed deals and conversion potential of leads. Teamgate’s smart forecast relies on a vast selection of data (manually and automatically gathered) to predict the likelihood of leads’ conversion.
Lead inventory will allow you to keep track of all leads created by you and other team members. This is a useful feature to stay aware of all sales opportunities currently available.

Deals over 12 Month

As pictured in the screenshot above, this graph will help you visual the overall progression of deals made over the past months. This feature will prove essential in notifying you of any trends you might have missed otherwise. If, for example, certain months of the year know a visible decrease in deals closed, this occurrence might require further inspection to understand what’s going on.

Open Opportunities and Pipeline Today

These two features are the staple of every salesperson’s workflow. You start your day by looking up the deals, leads and clients that require immediate attention. However, there will be opportunities that have yet to reach the sales funnel, which is where Open Opportunities comes.

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Sales Ratio

The one metric that dominates the sales world. Sales Ratio/Win Ratio/Lead Conversion ratio can not only determine how effective the sales team is, but also helps in finding how much it costs to convert a lead.
Not all leads are the same, and some are more expensive than others. When coupled with a successful segmentation strategy, you will start to approach risky leads more in a more informed and effective way.

Loss Reasons

Navigating leads through the pipeline can be tricky. This is why it’s important for every salesperson to keep in mind the reasons why certain deals fall through. Yes, it is also very challenging to keep the myriad of factors that can lead to a loss of a deal, which is why we chose to feature it on the dashboard.

Activity Feed

This is the news feed for all things teammate related. It makes team workflow much more transparent and eliminates miscommunications. No longer will you place a catch-up call with a client when your teammate has just done it.

Related: Introducing an easiest Mailchimp and Teamgate Integration

Activity Overview

This section will track progression and completion of any call goals, meetings scheduled and other objectives you deem relevant for your sales process.

We hope you are as excited by our new dashboard as we are. Found more information about the Dashboard @ Teamgate support page.

Keep an eye on our blog for future updates and tips on how to be a salesperson or how to make the best out of Teamgate.