5 Hacks to Improve Your Sales Efficiency

As a sales professional, you know that there is no one specific approach that works for all sales reps or for all clients.

You need to make your sales team competent enough to always make an optimal use of your Salesforce platform to drive more sales and revenue.

In order to increase your overall sales productivity and efficiency you should continuously make minor changes to the way you handle your Salesforce system.

You will be amazed by the significant results that a few tweaks to your sales process can bring to your business.

This way you will keep your objective to improve your sales efficiency and you will keep evolving as a high performing sales team.

In this article, we look at some popular hacks that will help you improve your sales efficiency.

Focus on Quality Rather than Just on Quantity

Anyone would agree that part of sales and marketing strategy has always been to focus on sources that supply the largest amount of leads.

However, have you wondered whether there may be sources that give you fewer leads, but are converted at higher rates and at a faster pace?

If that is the case, you need to focus your strategy more on such sources which would yield better conversion rates.

That doesn’t mean that you shouldn’t target the sources giving you a massive amount of leads with perhaps a lower conversion rate.

However, by focusing more on quality sources that give you high value leads, you are bound to achieve more profit to your business.

Go Mobile with Salesforce1

Another good way to boost your sales performance is to give every member of your sales team the flexibility to stay connected and in sync with the collective work being done, even when they are on the move.

This can be done by using the Salesforce1 platform which offers APIs to create and deploy different applications. You can connect all your devices and apps with your customers data by using the Salesforce1 platform.

At the same time, you can also use the Salesforce1 mobile app to manage your opportunities, leads, Salesforce accounts, and more directly from your mobile device.

This can save a lot of time for your sales reps and, hence, you need to make it a mandatory app for your sales team.

Stay in Touch with Your Existing or Past Customers

While you are focusing more on getting new leads and converting them, there may be a tendency to forget the strong customer base that you already have. You need to maintain cordial relationships with all your existing customers as well as any past customers.

However, you must avoid a scenario where you try to call or email a past customer who is no longer using the same phone number or email address.

For this purpose, you can make use of the “Stay-In-Touch” feature of Salesforce. This feature enables you to send emails to all your customers with their contact information as stored in Salesforce.

It then asks the customers to confirm whether the contact details are correct and to make changes to them if any. Once changes are done, you can easily update the contact information in Salesforce.

Make It Convenient for Your Customers to Contact You

Use the Salesforce web forms to allow your customers to request information related to any products or services you offer. Once the request is received in Salesforce as a lead, the relevant sales representative can get in touch with the customer.

The main aim is to make the customers feel comfortable to contact you about any doubts or queries as and when they have them.

Requesting information by filling out a form is one of the easiest ways to do so. This goes a long way in retaining past customers as well as winning over new ones.

Use Highly Productive AppExchange Apps

Your sales team may have a standard approach to carry out various tasks during any sales process. However, you need to evolve these continuously by making smart use of productive Salesforce business apps available on the AppExchange marketplace.

Some innovative applications that can help you improve your sales efficiency are Conga Composer, FunnelSource, ClickTools, Apsona, and so on.

We hope that the above informative tips on how to improve your sales efficiency will prove as useful to you. Do you have any questions? Please feel free to leave your comments below. Thanks for reading!


Originally published at blog.ondigo.me on January 24, 2016.