Sales operations are the processes and systems that enable a sales team to effectively generate leads, manage relationships, and generate new customers. They help sales teams streamline the sales process by doing things such as developing sales strategies, creating compensation plans, and training team members. Sales operations can be broken down into the various activities,…
How to Create a Sales Plan in 7 Steps (+ Free Template)
A sales plan is a document used to establish sales objectives and develop strategies necessary to achieve them. Typically, this document establishes a plan for revenue growth and other measurements of success. Sales plans consist of sections outlining goals, identifying key customer attributes, and listing necessary strategies, tools, metrics, and estimated expenses. Start With Our…
How to Write an Effective Sales Email in 7 Steps
The most common mistake in writing a sales email is making it too long. We forget that our prospects—like us—are busy people. Chances are they’re glancing at your message for a few seconds, on their commute, or in between meetings. Too long—and the email will get skipped. Knowing how to write an email that has…
10 Sales Stats You Need to Know & Why They Matter
As any seasoned salesperson knows, the sales climate is always changing. There are tried-and-true techniques, but depending on the market, economy, and competition, you always have to adjust. We’ve compiled 10 relevant sales statistics along with key takeaways sales leaders can incorporate into their sales management strategies today. 1. If you have less than 50…
11 Best Sales Gamification Software Tools
Sales gamification software are applications that turn performance measurement into a game by adding elements such as competitions, badges, levels, prizes, or leaderboards. Businesses use them to motivate salespeople and make it easy to visualize performance through fun and interactive ways. We evaluated dozens of options to bring you this list of the top 11…
6 Best Commission Tracking Software
Commission tracking software automates the process of calculating and tracking commission and performance-based compensation. We analyzed 15 tracking options that eliminate manual spreadsheets and streamline the compensation process based on the ease of setting up commission formulas, affordability, and reporting features to determine the top six for 2020, including the best overall. How We Evaluated…
How to Set a Sales Quota in 6 Steps (+ Examples)
Sales quotas are targets set for individual salespeople and teams to measure performance, incentivize salespeople, and increase company revenue. Sales quotas are typically tied to sales volume, costs, profit, or specific sales activities like appointments or calls, and effective quotas are ones for which an average of 80% of your team or more should be…
9 Sales Dashboards Every Business Should Use + Examples
Sales dashboards are customizable reports that compile sales and company data into convenient snapshots that help track sales performance and plan sales activities. These dashboards can be customized to your specific needs and are typically created using a CRM. Examples of Sales KPI Dashboards We created nine example sales management dashboards that show you how…
Free Sales Tracking Software
Whether you’re working on 10 deals at once or starting a business, sales tracking software helps you stay on top of sales numbers. If you’re still using spreadsheets to manage customers, it may be time to modernize sales operations. We’ve identified a number of free versions and trials of sales tracking software that can help…
11 Best Sales Goal Trackers
Sales goal trackers are software that keep projects, tasks, and goals organized so they stay top of mind. There’s no shortage of tools and software that business owners can use to effectively track sales goals and achievements, such as Kanban boards, leaderboards, and dashboards. We’ve researched 11 of the best options to help you determine…
How to Set Sales Goals in 7 Steps
Sales goals are targets businesses use to motivate and measure the performance of their sales team. Setting effective sales goals means starting with the end in mind, creating SMART team and individual goals, evaluating performance, and adjusting goals as needed over time. Following these steps will ensure you set goals that positively impact the overall…
13 Best Sales Enablement Tools 2020
Sales enablement is an umbrella term that describes a range of methods and tools that are used to increase the effectiveness of sales organizations and individual salespeople. We looked at a range of software tools that help streamline processes to develop a list of the best tools to help enable your sales team. Top 13…