There is so much to cover in Sales Pipeline Management I've decided to make it into a little series. In the last video, I covered what is sales pipeline management was and why it was important. In the coming videos, I'll be covering all the other components that make up a healthy sales pipeline so that you can have a healthy business as an entrepreneur and sales professional. Today we look at sales forecasting and how it fits into your sales pipeline. - Is there a difference between your sales forecast and your sales pipeline? Let's talk about it. #sales #salesadvice #salesforecasting #salespipeline #salesmanagement

If you have been in sales you or new to it this term is one of the major components if your sales success. Why? Because it showcases a lot about you and your business. Over the years I have met sales professionals that live and die by their pipeline. Did you know that as an #entrepreneur if you are looking at getting funding from a bank or investors one of the questions they will ask is "what's in the pipeline?" or "what is your deal forecast?". In this video, I give a breakdown of: 1) What is the sales pipeline? 2) Why is it important for sales professionals and entrepreneurs? 3) How to ho about managing and developing one. Do you use a pipeline for your business? If yes, what/s your management approach? If no, why not?

One of the key features with HubSpot CRM is how well it works with the user’s email inbox. It’s one of the most important steps in setting up the CRM as that’s how all of the customer’s history will be captured as email is the main form of communication between client and company. In this video, we will be covering how to get your HubSpot’s Sales Hub extension connected to your Gmail account. Note: This step is also applicable to persons using Microsoft Office 365. User with Outlook there is a desktop ads-in you can use but your version of Outlook has to be from 2010 onwards. If this video was helpful please drop a like below and of course share it anyone that may need the assistance. Lastly don’t forget to subscribe as we will be going deeper into the HubSpot CRM and also showing how it aligns you your business strategies.

There are a lot of really cool productivity tools within the Hubspot platform for sales teams but the one that most teams and professionals seem to like a lot is the creation of email templates which helps eliminate the repetition if creating the same email over and over. In this example, you’ll learn how to create an email template in HubSpot through your Hubspot Sales extension. Requirements: - Gmail Account - HubSpot Sales Extension Installed - HubSpot Account (Free Version) If you found this helpful please hit the like button, feel free to share it with anyone that it would be of value to and of course please subscribe for more HubSpot tips and information.

To all of my HubSpot users those specifically using Gmail or G-Suite as their mail email driver. There has been a recent update in the HubSpot Sales Extension for Gmail. This update allows you to manage your tasks without having to leave or switch between HubSpot and the Gmail interface. As always the communication between both platforms is excellent so your work is updated. For me, this is pretty cool and big from the standpoint of functionality and productivity. In the coming week, I’ll be doing an update to indicate as to whether the Outlook or Office 365 sales extensions have the same update. If you are a HubSpot User let me know what you think about this update. #crm #HubSpot #sales #gmail #gsuite

In this episode, we are discussing the unsexy but important side of entrepreneurship. The deep administrative side of your business is vital to your business and it's growth. Topics & Timestamps - About ATR Business Solutions & Andrea Ragoo: 2 min 43 sec - Why should entrepreneurs and small business practice good bookkeeping? : 5 min 36 sec - Proper documents support bringing new items to market on the finance: 8 min 40 sec - How not filing your annual returns affects your business: 9 min 58 sec - Who needs to file an annual return? 13 min 15 sec - What's the process for Sole Traders & Partnerships? 15 min 23 sec - The different types of company you can register in Trinidad & Tobago: 16 min 40 sec - What are you entitled to from the government within your for 3 years? 24 min 20 sec - Being compliant for larger business opportunities (Government & Private) - The Gov't of Trinidad & Tobago is developing a pre-registered list of vendors: 29 min 07 sec - Staying Compliant for Sales Opportunities: 31 min 35 sec - Don't be scared by the work compliance: m4 min 27 sec - There is also an amnesty on for entrepreneurs and small business: 36 min 21 sec If you found this conversation valuable, please like and share with others. Also, if you are an entrepreneur or a sales or marketing professional and you're looking for a good resource for information to how your business, then hit the subscribe button. Thanks for viewing guys, we'll catch you again next week.

Over the many months I’ve noticed a discrepancy between posted vacancies for sales positions where the title does not match the job description. In this example I’m looking at a vacancy for a Sales Team Leader, however, only 12% of the job description has team leadership responsibilities. The role is actually beat suited for a sales coordinator which is a totally different ask. Also, there have been instances where companies aren’t sure how to identify the type of sales person they are looking for based on what they sell, their sales cycle, price per transaction, compensation, etc. some of the requirements or qualifications being asked for are actually unnecessary. Sales is consistently changing and so to should the skill sets of the sales professional and this should be shown in the job description. It’s my recommendation that recruitment agencies support their clients with guiding them in building the right JD for the different sales roles. If you are having a challenge with that, reach out to folks like myself or other sales pros like Jarrod and Adrian for support. Let’s get it right so so you can grow.

Every sales professional at some point in his or her career would have experienced that feeling anxiety leading up to making a phone call to a client. This happens often to many sales professionals to the point where it has a negative impact on their sales careers. This anxiety leads to procrastination and in sales procrastination leads to lost sales or a dissatisfaction customer. So how do you address it? While there are many reasons contributing to anxiety in sales. Here are just two approaches that I use to help deal with the anxiety. Have you had that experience in sales? How have you dealt with it? Please like, share and subscribe for more videos like these. ✌🏽

Grouping your customers into segments/filters is extremely important for account-based sales and marketing. Why? Because you get the ability to be specific to each segment/persona based on their needs, values, goals, etc. For B2B sales professionals, we would know that the goals of the CEO are different from that of the HR, IT, and other departments. So, why approach everyone the same way? In this episode, we show how to create those filters within your CRM and discuss how it should be applied in your sales and marketing strategies. - If enjoyed this episode, please feel give us a like via the like button like. - Do you think it would be valuable to others? Then, feel free to share. - Want to stay up to date with new videos, the make sure and subscribe. We appreciate your feedback so reach out to us at any time if you want questions on sales, marketing and HubSpot CRM answered. Have a wonderful week guys...peace