The Overwhelmed Sales Rep
The Overwhelmed Sales Rep
When I work with sales people who are overwhelmed with too much to do, I tell then not to fret because there are a number of tips they can deploy that will help organize their lives and make them more efficient. These tips will work for you as well.
1. Use Technology. If you haven’t purchased a contact manager or Customer Relationship Manager (CRM) product by now, it’s time. For under $200 per user, products such as GoldMine, Act, and even Outlook can organize your calendar, activities, customer information, and lots more. Your investment will mainly be in learning to use these tools effectively. Yet it will be well worth it when you consider the time it will save and the improvement in your client follow.
2. Prioritize Your Tasks. It’s easy for people to work on whatever is in front of them or start working on the next task without any thought as to how important it is relative to the other tasks staring them in the face. Get in the habit of prioritizing your tasks. Recognize a tasks’ relevance and understand how important it is. Remember: Do It, Delegate It, or Dump It!
3. Time Management. I see sales people struggling by trying to juggle everything at once. They physically cannot multi-task effectively while doing a quality job. Set aside specific times of the day or evening to perform specific tasks; such as returning phone calls, managing emails, handling your accounting, marketing, writing proposals, reading, and more.
4. Avoid Interruptions. Having an open door policy is an admirable goal, as is being available to help others. However, when these selfless acts affect your ability to get your job done, it’s time to reconsider. Try turning off your phone’s ringer while you are working on a project. Stop checking your email every five minutes. Close your door to keep people from “popping” in to chat about nonsense. Work off-site by telecommuting from home or even working from a clients’ office after your meeting.
5. Optimize Your Voice Message. Make sure you have a good voice mail system that not only takes clear messages, but also allows you to educate them with a quick description of your services, even suggesting they check out your web site before leaving a message. This will help them use alternative means of finding out what you have to offer.
6. Outsource Your Phone Service. Consider using an outside service to take your calls. These services act as your own “virtual” receptionist (without paying for benefits or sick days) and can even give a brief description of your company. This is another form of delegation, but it comes at a cost. To find companies who perform this service, Google “business answering service”.
7. Don’t Be Everything to Everyone. There is only so much you can do, so walk away from business and customers that are not profitable, take away from more important clients and projects, or just waste your time. Prioritize your customers (like your tasks) and you will get back some valuable free time by not wasting time on non-revenue generating activities.
Good luck and good selling!
Russ Lombardo
(702)655-5652
The Overwhelmed Sales Rep - To learn more about this author, visit Russ Lombardo's Website.
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If you’re in sales, I know that there is too much for you to do in the hours available in any given day. We have cold calling, follow up activities, customer meetings, proposal preparation, lead generation, and lots more. As a result, your desk may be filled with Post-It notes, files, lists and other paperwork needed to do your job. On top of that, you have the ever-present unwelcome visitors popping into your office, and that darn phone just won’t stop ringing.
When I work with sales people who are overwhelmed with too much to do, I tell then not to fret because there are a number of tips they can deploy that will help organize their lives and make them more efficient. These tips will work for you as well.
1. Use Technology. If you haven’t purchased a contact manager or Customer Relationship Manager (CRM) product by now, it’s time. For under $200 per user, products such as GoldMine, Act, and even Outlook can organize your calendar, activities, customer information, and lots more. Your investment will mainly be in learning to use these tools effectively. Yet it will be well worth it when you consider the time it will save and the improvement in your client follow.
2. Prioritize Your Tasks. It’s easy for people to work on whatever is in front of them or start working on the next task without any thought as to how important it is relative to the other tasks staring them in the face. Get in the habit of prioritizing your tasks. Recognize a tasks’ relevance and understand how important it is. Remember: Do It, Delegate It, or Dump It!
3. Time Management. I see sales people struggling by trying to juggle everything at once. They physically cannot multi-task effectively while doing a quality job. Set aside specific times of the day or evening to perform specific tasks; such as returning phone calls, managing emails, handling your accounting, marketing, writing proposals, reading, and more.
4. Avoid Interruptions. Having an open door policy is an admirable goal, as is being available to help others. However, when these selfless acts affect your ability to get your job done, it’s time to reconsider. Try turning off your phone’s ringer while you are working on a project. Stop checking your email every five minutes. Close your door to keep people from “popping” in to chat about nonsense. Work off-site by telecommuting from home or even working from a clients’ office after your meeting.
5. Optimize Your Voice Message. Make sure you have a good voice mail system that not only takes clear messages, but also allows you to educate them with a quick description of your services, even suggesting they check out your web site before leaving a message. This will help them use alternative means of finding out what you have to offer.
6. Outsource Your Phone Service. Consider using an outside service to take your calls. These services act as your own “virtual” receptionist (without paying for benefits or sick days) and can even give a brief description of your company. This is another form of delegation, but it comes at a cost. To find companies who perform this service, Google “business answering service”.
7. Don’t Be Everything to Everyone. There is only so much you can do, so walk away from business and customers that are not profitable, take away from more important clients and projects, or just waste your time. Prioritize your customers (like your tasks) and you will get back some valuable free time by not wasting time on non-revenue generating activities.
Good luck and good selling!
Russ Lombardo
(702)655-5652
The Overwhelmed Sales Rep - To learn more about this author, visit Russ Lombardo's Website.
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Linda RichardsonLinda Richardson is the Founder and Executive Chairwoman of Richardson, a global sales training and performance improvement company. As a recognized leader in the industry, she has won the coveted Stevie Award for Lifetime Achievement in Sales Excellence and she was identified by Training Industry, Inc. as one of the “Top 20 Most Influential Training Professionals.” Ms. Richardson is credited with the movement to Consultative Selling and is the author of ten books on selling and sales management, including Sales Coaching — Making the Great Leap from Sales Manager to Sales Coach, and Stop Telling, Start Selling. She teaches sales and management at the Wharton Graduate School of the University of Pennsylvania and the Wharton Executive Development Center. Linda is a frequent speaker at industry and client conferences, has been published extensively in industry and training journals, and has been featured in numerous publications, including The Wall Street Journal, Forbes, Nation’s Business, Selling Power, Success, and The Conference Board Magazine. Learn more about Richardson's sales training and performance improvement solutions at http://www.richardson.com web - Visit Linda Richardson's Website |
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Dr. John OdaJohn Oda Ph.D NLP is a business peak performance expert, an author, and speaker frequently called upon to provide corporate training, workshops and seminars for many companies in the United States. He is an expert in coaching sales and business professionals in overcoming the behaviors and obstacles that may impede their sales results and affect their bottom line. Since 1995, John has created a speaking bureau such topics, which include: time management, sales training, human diversity, leadership programs and etc. He provides companies with a strategic plan to increase their bottom line by over 25 percent yearly. - Visit Dr. John Oda's Website |
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George LudwigGeorge Ludwig is a recognized authority on sales strategy and peak performance psychology. An international speaker, trainer, and corporate consultant, he helps clients like Johnson & Johnson, Abbott Laboratories, Northwestern Mutual, CIGNA, and numerous others improve sales force effectiveness and performance. Though it's George's strategies and processes that help corporations increase productivity and performance, it's his tremendous energy and dynamism that spark the transformation. Again and again, clients remark on his amazing ability to unleash human capacity and inspire men and women to break out of their comfort zones. The result is a whole new type of salesperson. His customized presentations teach achievers to make stunning advances in their lives. From helping salespeople realize cherished dreams to helping corporations exponentially accelerate revenue streams, George Ludwig leaves audiences and individuals empowered, emboldened, and clamoring for more. George is the best-selling author of Power Selling: Seven Strategies for Cracking the Sales Code and Wise Moves: 60 Quick Tips to Improve Your Position in Life & Business. - Visit George Ludwig's Website |
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![]() Russ Lombardo (Visit Russ's Website) Russ Lombardo, President & Founder of PEAK Sales Consulting, LLC, is a nationally recognized Sales and CRM consultant, speaker, trainer, author and radio show host. Russ works with business owners, sales executives and professionals who want to increase their sales results by acquiring new customers and retaining existing ones. He consults with large and small businesses in a broad range of industries. As a speaker, Russ presents sales training seminars and customer retention workshops as well as keynote and conference speeches to dozens of audiences every year. He is the author of CyberSelling, CRM For The Common Man and Smart Marketing. Russ’ goal is to help organizations increase revenue and success by developing world-class sales organizations and outrageously loyal customers. He can be reached at 702-655-5652 and russ@PeakSalesConsulting.com. Also visit his site at www.Pe akSalesConsulting.com
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| Sales Guru Online - A collection of articles, links, tips, opinions, etc about sales and selling techniques from the Sales Guru himself, Russ Lombardo. |
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| Listening Skills by Russ Lombardo - Sample from a training course on Listening Skills from the Sales Snippets collection of Sales Training Courses. Presented by EvanCarmichael.com expert Russ Lombardo. |
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