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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David AchesonDavid Acheson is the founder of DCJA Consultancy. DCJA Consultancy is a management consultancy business specialising in B2B sales consultancy. They offer bespoke and packaged sales consultancy including Sales Optimisation Review, Interim Sales Management, Sales & Marketing Review, 1:1 Sales & Management Staff Analysis, Management Training, Solution Sales Training, Creation of New Pay Plan, KPI's, run Customer Feedback Campaigns, assist with Recruitment, Coaching, Appraisals and set up Strategic Marketing Campaigns. David spent his early career in accountancy and then moved into sales in 1982, working in Office Equipment, IT, Advertising, Training, Outsourcing and Consultancy. He has held many Senior Positions in SMBs and Global Organisations including Head of Sales Operations & Head of Business Development. His knowledge, skills and great experience of the Sales Industry has led to David making keynote speeches and running educational sessions to key businesses through organisations including The Chamber of Commerce and Business Link. - Visit David Acheson's Website |
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Dave KurlanDave Kurlan is the founder and CEO of Objective Management Group, Inc., the industry leader in sales assessments and sales force evaluations, and the CEO of David Kurlan & Associates, Inc., a consulting firm specializing in sales force development. Dave has been a top rated speaker at Inc. Magazine's Conference on Growing the Company, the Sales & Marketing Management Conference and the Gazelles Sales & Marketing Summit. He has been featured on radio and TV, including World Business Review with General Norman Schwarzkopf, in Inc. Magazine, Selling Power Magazine, Sales & Marketing Management Magazine and Incentive Magazine. He is the author of Mindless Selling and Baseline Selling – How to Become a Sales Superstar by Using What You Already Know about the Game of Baseball. He created and wrote STAR, a proprietary recruiting process for hiring great salespeople, and he writes Understanding the Sales Force, a popular business Blog and is a contributing author to The Death of 20th Century Selling and 101 Great Ways to Improve Your Life, Volume 2. - Visit Dave Kurlan's Website |
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Leanne Hoagland-SmithAre your sales where you want them to be? Will you be one of the few who achieves sales or business success or one of the many who have failed to change? Are you tired of being told you are like everyone else? Then you may find my first book on sales of interest. Be the Red Jacket in the Sea of Gray Suits, The Keys to Unlocking Sales available at Amazon or at http://www.processspecialist.com/red-jacket.htm. This book is a reflection of my no-nonsense approach to improving sales to overall business results. If you are truly committed to making sustainable changes, then I can help you secure a positive return on your investment because I focus on executable solutions not telling you the problems you already know you have. From training to corporate (group) coaching to executive one on one coaching, my approach is to assess, create awareness, build a goal driven action plan and then execute. The bottom line question is "Not do you or your employees know it, but do you or they want to do it?" Please call for a free strategy session at 219.759.5601. - Visit Leanne Hoagland-Smith'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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John BrennanJohn Brennan Ed.D. Dr. Brennan is President of Interpersonal Development, LLC, a training and development firm. Interpersonal Development has provided sales training and coaching to more than 3,000 sales reps from over 100 companies. A native of Australia, Dr. Brennan received his doctorate from the University of Rochester. His dissertation researched the effectiveness of Behavioral Modeling Technology in training people in interpersonal skills. While he has spent most of his career designing or delivering training, he was also a Vice-President of Sales of a training and development franchise with operations in 25 markets. Dr. Brennan has designed and delivered sales training in North America, Asia, Europe, Australia and the Middle East. He has been a guest speaker at numerous national and regional professional conferences. When Microsoft wanted Best Practices articles on sales for their web site, they called Dr. Brennan. The results are at http://office.microsoft.com/en-us/FX011387391033.aspx His firm’s clients have included Volvo, The Prudential, Merrill Lynch, Eastman Kodak, Gannett, Equifax Europe, the Economist Group and countless small businesses. - Visit John Brennan'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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Anne BarrAnne Barr has over 26 years experience in sales and marketing, six years as a franchisee. She has assisted over 367 business owners and purchasers to achieve their goals in career change, transition and exit strategy. She holds the designation of Certified Franchise Executive from the International Franchise Association, Certified Business Intermediary from the International Business Brokers Association and Board Certified Broker from the Texas Association of Business Brokers. Anne is active in professional organizations, networking groups and volunteers for non-profit entities. As owner/operator of four successful businesses, Anne has proven people skills and enjoys helping clients find the right "fit" in business ownership. Visit www.FranchiseOpportunitySpecialist.com for more information about me and my company. - Visit Anne Barr's Website |
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