Visibility for the Homestretch

The End of Year Homestretch: How to Stay In-the-Know

It’s the last quarter of the year and like most leaders in a sales organization, you’re probably reflecting on the past year’s numbers while simultaneously devising a plan and setting projections for the new year to come. There are a number of systems, tools, and technology you may select to complete these tasks. However, the reality is the best way to plan, execute, and achieve your numbers this year and next is to have full visibility. In fact, 50% of professionals say transparency would assist them in reporting and predicting revenue. 39% of sales professionals also believe transparency would help them to reach their quota (SpringCM).

On Productivity

By now you might be thinking, “Sure, transparency sounds all well and good. But, what we really need is better productivity so that my sales team can make their numbers.”

Too often, sales professionals feel bogged down by the monotonous and time-consuming CRM manual data-entry. And, likely as a result, 40% of salespeople still use informal means to store their lead and customer data such as Microsoft Excel or Outlook (HubSpot). The truth is you may be reviewing your CRM system for sales figures and data; however, the majority of sales and, indeed, relationship data is housed in a number of other channels including email contacts and messages, calendar meetings, shared documents, and more!

According to the American Psychological Association, switching back and forth between tools can cost you up to 40% in lost productivity. With so many channels, it’s essential to streamline the data-collection and review process on both the team and managerial side. At SalesWise, we do this through our innovative Card design. When you simply #ChecktheCard, you’ll gain a real-time 360°-view of aggregated, intelligent customer relationship data that will not only help you to manage, predict, and plan more effectively; but, also to ensure maximum productivity with a single, comprehensive view.

On Transparency

As a sales leader, you’re in a unique position to not only manage your sales team but also to provide analytics and reporting on current and projected revenue. Visibility into the sales process is key and will allow you go beyond just knowing how your sales team is selling. Visibility of your sales team will enable you to respond and lead with confidence.

Per CSO Insights, only 60% of sales representatives meet quota each year. This may be due to the fact that, on average, sales professionals spend 33% of their time actually selling (Toutapp). Easy access to critical relationship intelligence data is not only important for you as a sales leader but also to your sales team.

Here at SalesWise, our customers recognize visibility provides insights that aligns their sales organizations while driving stronger, more efficient collaboration across the rest of the enterprise. Reporting shouldn’t be an end-of-year, quarterly, or even monthly event. Relationships and sales are happening real-time and so should your insights.

Greater visibility increases productivity. Greater visibility helps optimize your sales process. SalesWise provides this visibility to help leaders lead with confidence. Learn more about how SalesWise can help you at www.saleswise.com/the-platform.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply