How to get organized with your sales

Yoman Team
Stories by Yoman.io
3 min readAug 28, 2017

The prime objective of the business, profit, is associated with sales. The more sales you make, the more profit you earn. Getting organized with anything is productive and same applies to sales. Here we will discuss some ways using which you can get organized with your sales.

Keep Everything in One Place

Information regarding the customers should be kept at a single place rather having it scattered. All the information about the customers including contact information, accounts, amounts due, emails and other information that relates to sales. This will save you costs as well as time.

Set Priorities

When it comes to sales, it is important to set your priorities right. You have to make decisions on which deals you have to follow up, which are more important and which are less important (although closing deals is always important). You can set your priorities on the basis of your customers. If the customers you are dealing with are loyal and have been one of the most prestigious customers of the company, you should give them more value in terms of services and discounts, if applicable. If you are not organized, it will not be possible to identify such customers.

Use CRM Software

CRM (Customer Relationship Management) software provides a bunch of benefits to the business persons. This software, if used the right way, can help your entire business operations get organized, in more than one way:

  1. Organize Your Contacts

CRM software acts as a business-wide database of all your customer files. You get a convenient solution to store all the records of your potential, existing as well as past customers.

2. Organizes Information

CRM does not only keep the contacts but allows every relevant authority in your organization to add, remove or modify the information about each contact in order to better conduct business.

3. Organizes Communication

It is important to have the conversation with the customers organized so that just in the case of any dispute, it could be presented as an evidence. A CRM Software helps you keep all the relevant conversation with the customers safe at the same place. Besides this, you can communicate with the customers from one central location.

4. Organize Business Tasks

Last but not least, CRM software enables you and your organization to set up a comprehensive task list. This is one of the major features of this software. In getting your sales organized, setting the tasks is important. A good CRM offers a calendar that has all the tasks which the employees can access and keep everyone on the same page.

These are some ways in which you can get your sales organized. The use of a CRM is highly advisable as it offers a plethora of features and options to help you get organized with your sales. Using this software, you can follow up with leads as well and increase your sales as well.

Yoman allows you to organize your sales using a simple spreadsheet. Instead of a complicated interface, get all the benefits in a spreadsheet. It is not really a CRM. It’s a spreadsheet.

Published originally at Yoman

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Yoman Team
Yoman Team

Written by Yoman Team

Sales, marketing, pricing, branding, investors and other anecdotal stories. We’re the team behind Yoman.io