Are You Managing Your Sales Team Efficiently?

 

Whether you’re in sales, marketing, or administration, when arrive at work in the morning chances are you’ve got a long list of “to do’s” for the day. Unfortunately that list sometimes resides solely inside your mind, leaving other people in the dark when it comes to accessing important information. In fact, 44% of sales executives think their organization is ineffective at managing the sales pipeline, yet companies with effective pipeline management grow 15% faster (Vantage Point Performance).

Lead by example with specifics

Manually assigning leads is a tedious administrative process which takes time away from other more important tasks which will actually grow a business. And, manual processes are always subject to errors. So, manually assigned leads will likely be mis-assigned, not assigned at all, or assigned when the lead has already gone cold.

With Insightly you can build out and maximize an efficient workflow by creating lead-flow processes that are both logical and repeatable. If your sales team is generating solid leads, for example, you can use Insightly to help qualify their potential. Likewise, if you’re collecting prospect information through a web form, you can flow that information right into Insightly using the Leads tab.

We’ve recently added a new feature to lead management with the release of Lead assignment rules. Lead assignment rules automate the process of assigning leads as they are added to Insightly. If you’re a sales manager, this makes it faster and easier to distribute leads evenly or according to specific criteria, including:

By automating the lead assignment process, your sales reps stay informed in real time which helps them to more accurately schedule their daily sales activities.

To create a more comprehensive picture, Insightly Lead Forms are now also supported by custom fields.  Custom fields give you the flexibility to create fields for non-standard information such as billing ID numbers, birth dates, contract renewal dates, project types, and referral information.

When used correctly, one of the many benefits of a CRM solution like Insightly is that it takes the burden off of your brain by minding the details for you. You have to meet in the middle, however, by taking the time to input information consistently. If you remain consistent, at the end of a busy day, you can stop worrying about the “herding cats” aspect of managing your team’s activities, knowing that you’ve got the end-to-end support you need to take a hot lead and turn it into a sale.