Sales Training: Integrating CRM-SFA into the sales team Part 2 – Making good habits into great sales numbers

While I am a complete convert of Web 2.0, and will not longer do anything for myself that I do not have to. Wait, let me explain. Through Jott, I can contact Sandy, my automated virtual assistant, and get things into me outlook calendar, or my todo list. Jott myself and I get an e-mail or text for whatever I want written down. I can also tweet Sandy from my cell and have my calendar updated that way. Sandy can also text me reminders, and now with Salestwit…forget it.

If you have no idea what I am talking about, it is time to check out some emerging Web 2.0 sites. Everything I just mentioned is free:

http://jott.com

http://iwantsandy.com

http://twitter.com

Now I also use Landslide, so the VIP assistant does all of my data entry for me there. What does all of this mean? It means I spend most of my time typing, writing blog posts, or newsletter articles, or proposals for prospects. I use the modernization of communication for all of my other activities, and frankly it gives me a competitive advantage.

So that aside, as a coach you should always be thinking of how you can help make things easier for your team. Does this mean they need to tweet and jott, no, but think of little things that can cut down time.

1. A clear and divisive sales process that is easy to follow and listed in your sales tools and manuals
2. A code for stages and ratings of prospects, preferably 2 letters so it is easy to type and see
3. Check boxes and drop down fields for all information that is constant from lead to lead and account to account
4. Simple ways to move leads through your process in the CRM or SFA or Workstyle tool
5. Quick and easy ways to get data in and out of your tools

If you cover these bases, your team can spend time on selling activities and not non selling activities. It would also help to teach them how to Jott, Tweet, and of course get them a Landslide VIP assistant. Call me or tweet Sandy and we can talk.

Ask the Coach: A question from a B2B marketing expert »« Sales Training: Integrating CRM-SFA into the sales team Part 1 – A cry for Web 2.0 and now Sales 2.0!