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Making sales KPIs easier to manage In HubSpot CRM
Building & Managing Sales KPIs In HubSpot CRM The above line is one that I learned in my days as a sales professional, more so when I moved up through the ranks as a Manager/Team Lead, etc. Knowing your numbers is an integral part of your sales performance. However, it's not always the most well-managed part of sales between both the sales professional and management. Also, while there are some companies that have systems in place, some of these systems are more finance-based or support management more than the sales professional. In this video, I give the example of how you can take your written KPIs and bring them into a CRM (in this case HubSpot) and I explain how much it helps the team, management, HR, etc. - How are you KPI's Managed? - Are you using a CRM? Let me know in the comments.
Being Creative & Strategic In Prospecting
Let's face it, prospecting is sometimes not the first or most consistent sales activity to get done by sales professionals. Why? Because it's seen as a laborious task. This was a challenge I and many other sales managers have with their teams. However, as sales managers, our role is to support the team so there are ways we can be creative & resourceful in our thinking to help the team identify opportunities/leads for our team. Here is an example of how I got my guys to identify 700 leads and how it gave us the ability to be more focused in our prospecting in the months that came. P.S. There were some additional benefits that happened as well, but I'll share that in another video or blog. Question: What have been some of your strategies in identifying new leads or to get your team going?
Episode #8: Digital Entrepreneurship w/ Keron Rose
In this episode of Sales a& Entrepreneurship, I'm super excited to have had the opportunity to chat with the champion of educating the public about taking their business Keron Rose. Keron shared his journey as an entrepreneur and also son really strong insight on the importance of taking your business online in 2020 and beyond. This episode is loaded with nuggets of experience and strategy and why some of these things are important. Conversation Topics & Timestamps - Where is entrepreneurship now in the Caribbean - 4min 28sec - Digital Entrepreneurship - 5min 14sec - The mIndset Shift for Entrepreneurs & Startups - 6min 33sec - Adjusting the business model - 9min 35sec - Looking deeper at your business model - 11min 19 sec - Using Social Media (Instagram) to find partners - - Instagram in your Portfolio 15min 20sec - B2B Companies need to change their culture - 18min 30sec - How businesses should really use Social Media - 19min 52 sec - Corporate Marketer's generic approach to marketing - 20min 43sec - Marketers not being good salespeople - 23min 27sec - Owning your platform - 26min 30sec - Advice to entrepreneurs & Startups - 30min 30sec - Content is a revenue-generating activity - 35min - Mike Tyson's quote on planning - 36min 38sec - Listening to your audience - 37min 46sec - Think Digital First - 38min 55sec You can follow Keron Rose via the following channels: - YouTube Channel https://www.youtube.com/channel/UClQSyKoWyU8NrqUYogl0nsw - LinkedIn Page: https://www.linkedin.com/in/keron-rose-88215a100/ If you like this episode, please hit the like button also if you found information that would be helpful to others feel free to share it. Lastly, if you'll like to stay up to date with all the new episodes, then subscribe to stay in the loop. Catch you guys on the next episode. Peace
What's in the PIPE? - Part 5 (Pipeline Management Tools)
Like everything else, the key to achieving anything starts with proper management. While there may be many ways to managing your sales pipeline it's my strongest recommendation to look into a CRM. The age of using an excel spreadsheet has come and gone. - What platforms are you using? Would love to get your feedback in the comments.
What's in the PIPE Pt 4: Sales Activities
As we continue this series on Sales Pipeline Management we take some time to discuss Sales Activities. What are Sales Activities? Simply put, sales activities are the things you do on a day-to-day basis that helps put opportunities into or move them down the pipeline/sales funnel. These activities are the most important part of your sales process and also a key way to measure the performance of sales professionals. The challenge, however, is that sales professionals are not always clear on how much or what exactly are right activities needed at the different stages of the sales cycle. Here are some activities to consider; - Sales Calls (Dials and Connections) - Email - Demos - Presentations - Sales Meetings - Deliveries - Implementations & onboarding sessions - Following up on quotes/proposals - Marketing Activities (Social Selling) In many organisations, sales professional's KPIs are built around their sales activities because ut's understood that the activities are needed to help acquire, nurture and close the opportunity. - What are some of your sales activities? - Do you have challenges keeping up? Or, - How do you stay on top of it? Catch you guys, later....peace.
What's In The PIPE? - Part 3 - Sales Stages/Cycles
Just over a year ago while conducting a sales meeting with a client I asked to see the sales pipeline. While looking at some of the opportunities listed in the pipeline I noticed a common trend, all of the customers were at one stage of the process "quotation submitted". When I asked what does it take to move the customer to the next stage, no one could give me a solid answer. More importantly, they did not know what stage the customer was at in their buying process. Understanding the sales stages is important as it helps you understand what sales activities are required in moving the opportunity down the sales funnel. This helps sales professionals and managers in making better or much more accurate sales forecasts. In this video, I give a breakdown of my sales cycle and share some tips on managing it.
What's in the PIPE? - Part 2 (Sales Forecasting)
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
What's in the PIPE? - Part 1 - Sales Pipeline Management
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?
Connect HubSpot Sales Extension to Gmail
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.