Close is a sales team-focused CRM tool with features designed specifically to meet the needs of growing agencies. Its costs are low, and it has numerous integration options.
Automated workflows and follow-ups using voicemail and text messages; plus, it provides powerful pipeline management features to keep track of opportunities.
Tracking Calls
Establishing an effective sales process is critical to your business’s financial health. New customers are between five and 25 times more expensive than existing ones, so your sales team must perform at its peak. One effective way of tracking calls and emails of sales team members will help identify which strategies work well and which don’t, giving you insight into subsequent decisions that should be made. Using call logging software with a clear dashboard that displays metrics related to call activities metrics can provide insight into team progress.
Sales closers use the telephone as an essential sales tool, often speaking directly with clients to close deals over the phone. While this can be daunting for some people, mainly if selling to high-ticket clients, great sales closers don’t fear picking up the phone and calling cold prospects, confident that they can overcome any objections raised and explain their product or service in a way that is easy and clear for customers to comprehend.
Sales closers must always strive to avoid sounding pushy when making phone calls to create an environment where clients feel at ease and are more likely to buy from them. They should also record conversations and set follow-up reminders to meet sales targets without missing opportunities.
Establish a sales pipeline to track every step in the sales process and increase your closing rate by creating a sales activity report with detailed call and email analytics, giving managers a complete picture of their team’s progress and helping identify best practices to implement. Furthermore, tools like Gong can allow managers to monitor individual reps during 1v1 meetings and coach them individually to improve their performance.
Tracking Emails
Sales tracking can be like piecing together an intricate puzzle. To be successful at it, one needs a solid attention to detail and clear vision from both macro and micro perspectives; reps should have a firm grip on their current deals, while managers and leaders need an overall picture of team performance.
Accurate metrics that are immediately visualized provide sales closers with the insight necessary to make decisions that will bring their sales goals within reach. That is why sales trackers such as Close provide all these functions – lead tracker, call tracker, pipeline health monitor, and email sequence automation. With Close’s flexible offering for inside sales teams – including workflows specifically designed for inside sales agents and an integrated power dialer and in-depth sequence reporting – sales teams have access to accurate metrics they need to make decisions that bring their goals closer.
Are you ready to upgrade your sales tracking? Start using Close today to experience its advantages – take advantage of its free 14-day trial; no credit card is required or strings attached, just an uncluttered view of your entire sales process from top to bottom!
Tracking Appointments
Understanding sales closers’ progress through their process is essential to maintaining healthy pipelines. One effective way of doing this is looking at new quality appointments; that is, meetings are scheduled with decision-makers to discover needs or propose solutions.
Record how many of these quality appointments have turned into opportunities and proposals, which is a critical measure of the sales team’s effectiveness. Here, you can assess their opportunity-to-win ratio and ascertain their progress toward meeting their sales quota.
An effective sales tracking tool combining data from multiple sources is critical to providing insights into sales performance. A visual dashboard of real-time metrics lets you quickly spot issues or areas for improvement while sharing insights with other teams within your organization, such as marketing, customer service, and product development, which can improve the entire customer journey.
