Everyone wants success, and your salespeople desire success more than most. Salespeople were born with ambition in their soul and the desire to go out there and make things happen. However, not everyone is born with the innate ability to turn that desire into sales. That’s where tools like BuddyCRM come into play.
Using the attributes, habits, and practices of your best salesperson, you can develop a sales process that becomes a part of your business. Sure, there will always be people with more charisma than others, and selling comes naturally easier to them, but by following the general principles set by your leading salespeople and defining a sales process, you can enforce those actions in your CRM. Then, everyone becomes as good as the leading seller.
Start the Cloning Process
- Define your salesperson’s successful sales techniques.
i.e. What are the core customers, how do they prospect for leads, how do they contact those leads, how do they obtain an appointment, and what method do they use to follow up? - Define a sales process.
Based on the information in step 1, set out how you will develop your sale, from lead to prospect to customer, and maintain a business relationship.
A sample sales process is displayed below:
- Define the BuddyCRM inputs.
At each stage of the sales process, define how you will use your CRM (BuddyCRM) to assist.
For example, unqualified leads can be entered into BuddyCRM, where they can be scheduled for telephone appointments. Following the telephone call, the lead can be updated with the correct information and possibly progress to become an active prospect. Active prospects will be called more often, and we can use BuddyCRM to schedule a regular marketing email for them. If the prospect indicates they are in the market for our products, an appointment can be generated in BuddyCRM. The prospect can be visited by a sales person to discuss the opportunity and a Deal will be initiated in BuddyCRM.
The example sales process below indicates the actions to be taken in BuddyCRM at the first stage. The actions at each stage would be built up from discussions with the team and sales manager.
- Introduce the sales process into the sales team.
With the sales process completed and BuddyCRM introduced to the team, now is the time to show your team how you expect sales to be conducted. In effect, you’ve cloned your best team member by introducing a series of actions in BuddyCRM that everyone should implement in their interactions with prospects and customers. - Monitor your sales team’s actions.
Use BuddyCRM’s activity monitors to track your team’s performance against key performance indicators (KPIs). These KPIs will show what activity they are conducting to achieve sales targets. In conjunction with the sales pipeline, the sales team manager can use this information to ensure team members stay on the right path to success.
A sample kpi activity screen is shown below:
Your cloning is complete. Now, every team member has the tools to be as successful as the best performer.