Top Banner
Help Your Reps Reach Their Goals A lesson in sales productivity. Car artwork by Freevector.co
12

Help Your Reps Reach Their Goals

Nov 28, 2014

Download

Business

Let's face it, not all of your sales reps are going to be all stars. That is why you coach them and help them to meet their goals. See how CRM Call Planner goes beyond traditional coaching to help your reps perform better.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Help Your Reps Reach Their Goals

Help Your Reps Reach Their Goals

A lesson in sales productivity.

Car artwork by Freevector.com

Page 2: Help Your Reps Reach Their Goals

Meet Joan Joan does not micromanage her reps, but as

she reviews each rep’s goals in CRM she notices that the 80/20 rule is applying.

Her top reps are hitting and exceeding their goals while the vast majority are not.

What are the top reps doing differently?

Page 3: Help Your Reps Reach Their Goals

Looking for an Answer Joan digs deeper into the CRM

data and finds that her top reps are communicating with more prospects.

They also have more contacts with their customers and prospects.

How can she help the others to do the same?

Page 4: Help Your Reps Reach Their Goals

Time for a Change Joan realized that for her lower-

performing reps there were some sales training issues, but the one quick-fix she needed is a way for them to boost their call productivity.

This led her to a tool called CRM Call Planner.

Page 5: Help Your Reps Reach Their Goals

A Solution CRM Call Planner is a mapping

add-on to Microsoft Dynamics CRM that utilizes Bing Maps.

It is designed to provide sales managers with a greater insight into reps prospecting decisions for better coaching and increased sales success.

Page 6: Help Your Reps Reach Their Goals

What it Offers Joan will now be able to see what

the other 80% of her reps are doing, so she can instill the practices of her top performers upon them.

And when her reps are planning their days, they will have the tools they need to succeed.

Page 7: Help Your Reps Reach Their Goals

A Realization is Made After attending a demo Joan determined that CRM Call

Planner would be exactly the tool that her company needed to help her underperforming reps.

It was very easy to use, with little to no training required. The cost of the tool was also miniscule in comparison to the

benefits it would provide to the company as a whole.

Page 8: Help Your Reps Reach Their Goals

Better Coaching Begins After CRM Call Planner was

installed, Joan began regular coaching meetings with the sales reps to help them see how they could more-effectively plan their days and hit their goals.

Joan was able to help her reps see, on live maps, who to target and how to plan each day.

Page 9: Help Your Reps Reach Their Goals

Well Worth the Investment Joan began seeing reps consistently hit higher percentages of

their sales goals after CRM Call Planner was implemented. She saw that her reps were using CRM Call Planner on a

regular basis and the effects of it were showing. The tool not only helped her underperforming reps reach their

full potential, but it also further improved the performance of her top reps.

Page 10: Help Your Reps Reach Their Goals

Lesson Learned Joan, while a great sales manager,

needed assistance in helping her underperforming reps hit their sales goals.

Now when Joan is coaching her reps she has all the knowledge she needs at her fingertips in one integrated tool.

Page 11: Help Your Reps Reach Their Goals

Take Joan’s lead and help your reps to hit their sales goals today.

To discover how CRM Call Planner can help you, watch the 1-2-3 video on the solution.

Page 12: Help Your Reps Reach Their Goals

InfoGrow has a proven track record in helping companies accelerate their sales and marketing effectiveness through making better decisions. With 24 successful years of experience in CRM, lead management, business intelligence, mapping, and B2B market analytics, InfoGrow helps clients identify their best prospects, discover missed opportunities, focus reps on the most profitable accounts, and reduce marketing waste.

Learn more about InfoGrow and the CRM Call Planner at www.CRMCallPlanner.com or call 800-897-9807.