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Sales performance reviews assist sales managers in evaluating each sales representative’s performance against predetermined key metrics like sales quota attainment. Utilizing pre-made sales performance review templates can help you conduct equitable comparisons among team members and enable objective measurement of their performance. Employ more productive

A sales metrics dashboard provides a visual representation of sales data in a centralized and accessible platform, making any sales-related, decision-making process efficient and effective. Various types of sales dashboards range from high-level sales overviews to detailed windows into specific aspects of your sales process.

A good referral can turn a one-off conversation into a lengthy and productive relationship. In fact, referred customers spend 15% to 25% more on their first order than other customers, and they’re three times more likely to refer their friends and family. Here, we help you

Most sales teams overlook the importance of sales enablement in improving sales training and development, as well as rep performance. See how to inform yours with these sales enablement statistics.

Sales compensation plans provide a detailed framework or guideline for how businesses will pay salespeople. A well-planned compensation scheme motivates sales reps to hit peak performance. Follow our step-by-step guide on how to develop a sales compensation plan for your small business, from determining baselines

Customer service complaint management takes time and effort but can be managed more easily using templates. This helps customer service reps save time and effort and provide positive, accurate responses even behind bad news, like a no refund to a case. In this article, we

The typical sales process provides a step-by-step approach to locating clients, communicating with clients, and closing sales. Most sales process steps include prospecting, preparation for a sales presentation, lead nurturing, making an offer, overcoming objections, closing the sale, and making a follow-up. Here, we teach

A vast majority of small businesses are missing the benefits of live chat software that can help increase productivity, customer satisfaction, and sales. See how with these live chat statistics. Live chat is a customer service tool that human support representatives use to provide real-time, immediate

A customer profile, also called a consumer profile or client profile, is a document that shows the data of a lead who is likely to buy your product or service. Sales teams can create client profile templates to improve lead generation and qualification, increase customer

Personal selling involves direct communication via phone, email, or video conference, or in person between a sales rep and a prospect or potential customer. Salespeople must have an in-depth understanding of the personal selling process to handle objections quickly, build strong relationships, and reduce churn—which

Your unique selling proposition (USP) explains why customers should choose your company, service, product, or brand over its competitors. Specifically, it’s a value, product, feature, or benefit of doing business with you that others don’t offer or can’t provide nearly as well as you. In

Customer relationship management (CRM) software helps sales teams track leads, contacts, and opportunities. However, if you want to use a simpler tool to do these things without the advanced functionalities and automation, you can also set up your own client tracker using a Google Sheets