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4 Steps to Master Your Territory

SBI Growth

One of the most dreaded can be a change to your territory. Where should my focus be in my new territory? Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Take time to update your CRM.

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20 Sales Planning Tools to Boost Sales Productivity and Close More Deals

Hubspot Sales

With the CRM and Sales combo, you can track contacts, deals, companies, and tasks; schedule meetings easily; learn more about your prospects; and monitor your team's progress with intuitive reporting. It also integrates with the HubSpot CRM. You can also monitor call performance and integrate with your CRM. Pricing: Free.

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Doing The Whole Job

Partners in Excellence

For example, as sales people, we may look at territory or account management, prospecting, managing opportunities through the buying cycle, call planning/meeting management, pipeline management/forecasting, administrative functions, time management, training/learning and so forth. Many avoid prospecting.

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5 Considerations When Deploying a Sales Engagement Platform

SalesLoft

Buying a Sales Engagement solution is uncharted territory for many organizations. So you can realize the full value of your investment, whiteboard your CRM lead management process and formally document it for all involved departments to review. Identify your ideal customers and their buying questions.

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The Sales Jigsaw Puzzle

Partners in Excellence

Ongoing prospecting, finding/qualifying deals, moving them through the buying/selling process, building healthy funnels/pipelines, forecasting, account/territory planning, call planning, creating value for our customers, developing competitive strategies, and on and on. We engage with customers in meetings/calls.

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What’s Next?

Partners in Excellence

We have meetings on deal, pipeline, prospecting, account, and territory reviews. If we are meeting with customers, it could be agreeing on actions and next steps they, we, or together we might make in moving them through their buying cycle. In your CRM system, it might be an event or task. We have one on ones.

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What’s Next? How Do We Win?

Partners in Excellence

It seems I spend half my life in reviews–territory reviews, pipeline reviews, deal reviews. The first is to get a snapshot or status updated of the “state of the business,” whether it’s a deal, territory, pipeline, account–whatever. How do we compress the buying cycle?