Are you finding it challenging to meet your monthly/quarterly sales target? Well, maybe you need to improve your productivity. The best performing sales teams always focus on enhancing efficiency continuously. In this blog, we will discuss 8 inside sales tools that can help you meet your sales targets.

1. CRM for Enhancing Efficiency

For every efficient sales team, well-developed CRM software is essential. All the leads and prospects for the sales are stored as well as can be managed in this system. That CRM should be responsive design as well so they can have access on mobile also. Some of the benefits of CRM that can help the inside sales organization are:

Follow-up actions and reminders can be set for salespeople. Multiple team members can coordinate actions in a central platform. Sales managers can inspect deals and the entire to-do list of the sales team. Helps with reporting of the conversion rates for the management, it can offer an instant forecast of the sales.

You can consider integrating other tools for sales reps in CRMs to extend its functionality, which in return can increase the sales productivity.

2. Collaborative Approach via Document Sharing

We are living in a time where sharing has become the norm, and with technologies like Google Docs, real-time sharing is easy. Whether it is a sales email template, confidential information, update about sales from the company or any new proposal, sharing them with the team can be achieved with few clicks.

Software like Google Suit or Quip by Salesforce allows the user to create a template and can be shared instantly with the entire sales team. This can be edited and reviewed by multiple users that make collaboration simpler and easier. It increases the efficiency of the team, as everyone is up-to-date with the changes, progress, and the sales target.

3. Internal Message Boards

To achieve the target and increase the productivity it is crucial that the inside sales team knows everything about the sales process all the time and be on the same page. They need to remain connected all the time regardless of the issues, be it policy changes, updates on products, sales targets, etc. Internal message boards for sales teams are thus essential as they boost productivity by streamlining the communication channels and document sharing. There are several tools like Slack that can be easily integrated with CRM software. Some leading CRMs, like Salesforce, also provide standalone internal messaging app solutions like Salesforce Chatter.

4. Digitizing to Saves Time

One of the most significant issues that often lead to less productivity is time mismanagement. Sales reps often have to manually draft proposals and then pursue the clients relentlessly to sign them. This causes quite a hindrance for the sales reps to meet their target and decrease productivity unconsciously. These processes can be automated and digitized with the help of software solutions.

Tools like Adobe are one of the most used e-signature tools. Other such tools that can be used by the inside sales are Sertifi and DocuSign by Salesforce. They help the inside sales reps to utilize their time better and offers better customer experiences. This software has replaced the lengthy process of printing, signing, and scanning of documents with just a few clicks.

5. Screen Sharing to Get Your Point Across Quickly

With tools like Google Hangout, Skype Business, TeamShare, GoToMeeting, and more, sales reps can maximize their productivity by sharing the screen in real time. They can demonstrate a feature of the product to the client, or share a case study with the other team members efficiently.

These features allow the sales reps to have an interactive session with both staff and clients, thereby achieving multiple objectives. SinceSoftware like Google Suit or Quip by Salesforce allows the user to create a template and can be shared instantly with the entire sales team. This can be edited and reviewed by multiple users that make collaboration simpler and easier. It increases the efficiency of the team, as every some software enables more than 20 users to be added, they can be utilized for conference calls and webinars.

6. Email Tracking: Perfecting the Follow-Ups

Zenit is an email tracking software that can be easily integrated with the CRM software. It helps sales reps to track when a prospect is opening up and interacting with emails, and sync their calendar automatically so they can schedule the follow-ups. It also updates milestones based on the actions taken by the sales rep.

7. Slide Decks: Share and Track

More than often prospects prefer to see slide deck and they are always better than loose Powerpoints. The software like ClearSlide, integrate with CRM platforms and allow the sales reps to get insights. This is possible because after sharing the slide deck, the rep can track the prospect’s interaction with each part of the presentation. Thus, giving the rep a scope to pitch the right ideas to the right customers, thereby increasing productivity.

8. Sales Intelligence Tools

It is essential that your inside sales reps have enough leads to follow up and for this, data is required. Any good sales team depends on the data to find prospects and new leads. One such software that provides the sales intelligence to the inside sales reps is LinkedIn Navigator. It allows the inside sales reps to contact people, send messages without being part of their network. It also allows advanced search and can be easily integrated with the CRM.

Conclusion:

By spending less time on non-productive and administrative tasks that are not directly connected to revenue generation, sales reps can dedicate more time in pitching and closing sales deals. Adoption of CRM system that integrates productivity tools has the power to boost the potential of the sales reps. Most of these tools are even free to use, and all you require is a little effort to implement them in your daily work routines.

Even the paid version doesn’t cost much, and the benefit they bring are far greater than the money spent on them. As technology advances, it will become imperative for your sales reps to adopt these tools in order to sell smart and stay competitive in the market. Otherwise, they may lose out to their competitors. Thus, it is not an option but a necessity to make these tool a part of your sales process.

The meaning of the term business process and the advancement of this definition since its origination by Adam Smith in 1776 has prompted such territories of study as Operations Development, Operations Management and to the improvement of different Business Management Systems.

These frameworks have made an industry for BPM Software which tries to mechanize process management by interfacing different process actors by means of innovation.

A business procedure is an accumulation of connected errands which discover their end in the conveyance of an administration or item to a customer.

A business procedure has likewise been characterized as a lot of exercises and assignments that, when finished, will achieve a hierarchical objective. The procedure must include unmistakably characterized information sources and a single output.

These sources of information are comprised of the majority of the variables which contribute (either specifically or in a roundabout way) to the additional estimation of an administration or item. These elements can be arranged into the board forms, operational procedures and supporting business forms.

Inevitably as the companies consult with their customers, they end up encouraging discourses around business procedures. There are many places in Salesforce that help business processes, to be specific:

you have most likely figured out by now that every one of these fields is picklists. The value that you select from those picklists indicates how far you have advanced in that specific business process. A picklist value is basically a stage simultaneously.

Cautiously characterizing these picklist values is the key as they drive detailing, as well as whenever done inadequately, will drive your clients crazy. All in all, what should your procedures resemble?

Here are a few good ways to define business processes in Salesforce.

Good labels are key

When you work with customers to characterize the picklist values for Lead Status you should urge them to make themselves an extremely “self-evident,” quick and painless (i.e. a few words tops) and activity expressed. This way there’s less uncertainty to the end client about what picklist value they should utilize.

Below is a sample list for Lead Status — do not follow this blindly! If it doesn’t fit for your business model, don’t use them. They are simply illustrative examples on how to create a structured business process inside Salesforce.com. At the end of the day, in the context to leads, you should be able to use this field to know as a System Administrator or Manager:

Open or New — i.e. new to the database, no action has been logged, a virgin record in the framework.

Attempting to Contact or Contacting — exercises are being logged (messages sent, voice messages being left), yet they have not reached or have not discovered the correct contact.

Contacted — discussion has happened or the objective individual has been locked in, yet at the same time endeavoring to decide “fit” to know whether they are qualified.

Exercises logged Qualified or Convert — the individual is either keen on getting estimating or a proposition, they have a need in the near future (30-60 days?), and you need to begin following this on your business pipeline. That’s right, you got it — time to tap the “Convert” catch and make an Account, Contact, and Opportunity.

Long-Term Follow-up or Drip Marketing — these are for people that are the correct target group of onlookers or demographic, however, there is no prompt chance to pursue today (perhaps they are secured up a current contractor don’t have assets in this spending cycle). On the off chance that a Lead is in this status you might want to see an action made for a future follow-up. This group ought to be members in any long haul dribble advertising or supporting efforts to keep your administrations with best of brain

Unqualified or Not Qualified — not a fit, not the correct target demographic, or they don’t purchase or utilize your items or administrations. No further exercises ought to be logged

Bad Information(i.e. bad phone number or bad email address) — you can’t reach them so avoid these records from any future outbound movement

Dead or No Response — the contact went radio silent on you. You ought to have some inner rules on what number of contacts endeavors ought to be logged before utilizing this statusPlay Gatekeeper

Utilizing the recommended rundown above would influence you to have eight (8) picklist values — that is a great deal! As an advisor, supervisor or System Administrator, you should play watchman on your business forms.

They can get raucous rapidly, particularly on the off chance that you are utilizing numerous record types to follow varieties of a business procedure (for instance the first occasion when you pitch to somebody you may have 8 arrange deals process that incorporates an agreement or legitimate survey step, yet when you pitch a recharging to a leaving client you may have a 6 stage process since you don’t need to experience contracts once more).

As a standard guideline, for a solitary business process, a warning ought to go up if the number of ventures in your procedure begins getting into the twofold digits.

Ask Questions and Communicate

It is good to solicit a group of clients (and a few supervisors) when they should utilize each value in a procedure pick list. You’ll be stunned in the assortment of reactions you’ll get to that question.

An aspect of your responsibilities as a System Administrator (or a Salesforce Consultant amid end-client preparing) is to ensure that the clients know the expectation and meanings of these picklist values. Notice for the labels above there is a corresponding definition. Try not to expect that the clients can read your psyche — convey it to them!

Conclusion

Salesforce is like a genie of CRM. All you have to do is to do a little research and you can do a lot with it. If you have a problem, there are Salesforce solutions available. In case they don’t have it right now, they will come up with one in their following updates. So sit learn and enjoy Salesforce.