Sales POP - Purveyors of Propserity
Take a Sales Management Audit

Take a Sales Management Audit

Review and score your overall sales ecosystem with Ken Thoreson’s revealing audit.

Tune Your Sales Tactics with Ken Thoreson’s Sales Audit

Your sales ecosystem is supposed to be a finely-tuned set of activities working together to move sales from lead to close. But do you have unseen stumbling blocks that are preventing the system from operating at full efficiency? Many sales managers find themselves frequently in the dark about what is clogging their pipeline, throttling their salespeople, and preventing them from reaching their sales goals.

It’s time for a tune-up!

The health and effectiveness of your sales ecosystem is a balance of tasks like coaching, forecasting, hiring practices, and managing key accounts. It involves tactics of both style and substance.

Ken Thoreson of Acumen Management Group is a master at helping organizations uncover these bottlenecks and missed opportunities. His sales audit will help you reveal areas of challenge, so you can keep your sales pipeline humming along.

The audit will help you understand:

  • How well you understand your pipeline
  • The trustworthiness of your data
  • Whether the information in your sales stages reflects your projected revenues
  • Whether your key accounts have a valid plan of attack
  • The efficacy of your hiring, training, and coaching practices
  • Take and self-score Ken Thoreson’s free downloadable sales management audit!
Sales Force Education

Sales Force Education

Perhaps more than any other vocation, salespeople generally get their educations on the job. There is no university degree for a “Bachelor of Sales.” Any veteran sales rep will tell you that the only real way to learn how to sell is to get out there and do it, fall on your butt, and get back up and keep at it until you succeed.

It isn’t all trial and error, though. While a salesperson is making their way through that (sometimes painful) learning curve, there is oftentimes mentoring involved. This invaluable mentoring can come from an experienced sales rep within the same organization, or from attending seminars or training given by proven sales leaders. It can even come from books or videos of sales techniques. In all cases, intelligent sales reps will take what they can apply from the instruction and run with it, leaving behind anything they feel won’t work for them.

What happens, though, when a sales rep has embraced sales as a career? In almost all cases, what usually occurs is that education – at least in sales technique itself – ceases entirely. The person “already knows it.” It’s usually not just the salesperson who feels this way, either; it’s their sales manager and coworkers, too. The people around a salesperson expect the rep to know all there is to know about sales technique.

Download this free ebook and learn how to give your salespeople a continuing education so that they’re constantly improving.

Chapter 1: Sales Strategies and the Limits of Technology

It is absolutely true that sales strategies (and, therefore, salespeople) require the aid of technology. But even the best of intuitive, usable technology can only take a sales rep so far. Given a state-of-the art technical solution, what other sales tools contribute directly to a sales rep’s survival and further success?

Chapter 2: Continuous Sales Force Skill Improvement: Impact on Company

From the top of a company’s executive structure, the view is all about the future. It of course takes every department in a company pulling its weight in order for that company to succeed. But after PR has spread the news and marketing has generated leads, and the remainder of the company has put in a satisfactory performance, it is always down to the sales force to make or break that company’s bottom line.

Chapter 3: The Role of Continuing Education in the Sales Force

Throughout history, the importance of an education has always been stressed. The general agreement is the better one’s education, the better one’s prospects. There are probably as many arguments in support of or against the standard college education as there are fields to which it could be applied. But one profession that should be of particular educational interest is that of the sales force – and, like salespeople themselves, this does not take a conventional approach.

Chapter 4: Sales Force Education: 4 Specific Target Areas

A continuing education to improve sales force skills can mean the difference between relatively unchanging closing ratios and those that are consistently improving. But looking deeper than a general concept of “sales skills,” here are four key areas that if competently addressed with proper skill enhancement will achieve ongoing sales force improvement.

Chapter 5: Continuing Sales Force Education: The Customer

Learning everything possible about a prospect company and their issues beforehand means that when that contact is made, a level of trust will be established; the prospect can at least appreciate that the sales rep did his or her homework. That trust will be strengthened as the rep learns more by interaction with the prospect, and by following social media and news items about the target company.

Chapter 6: A Sales Force of Experts

When you contact a company to inquire about their product or service, who do you expect to get on the other end of a phone, chat or email line? It’s a simple answer: an expert whom you can trust.

Download Sales Force Education now.

Coevera Proactive Support

Coevera Proactive Support

Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity.

The Coevera tool is designed to be user-friendly, so many users need little to no support.

We’re Behind You All the Way

Coevera is a simple yet powerful product. It can be onboarded in hours instead of days or weeks. It is intuitive, visual, and logical. Users actually take to it because they love using it.

Coevera is meant to be almost self-educating—and, in fact, we actually build learning into the program. This is in contrast to conventional CRM solutions, which, over the years, have been complex and have not led to user learning or, often, adoption.

In line with our belief in the power of education, we also educate our users. While we offer the standard type of tech support—reactive to situations and issues—we also offer proactive support as well.

In this white paper, we’ll show you how we have embedded education right into Coevera with these tools:

  • Context-Sensitive Help—access help from any view in Coevera, for that feature or set of features
  • Knowledge Base—A vast array of information is available in the Knowledge Base, useful for salespeople, sales leaders, or any Coevera user–accessible right from Coevera.
  • Contact Support—Right from Coevera, directly contact Support by email with any question or issue you may have, at no extra charge.
  • What’s New—From the Coevera Help menu, click on What’s New to see brief descriptions and videos of each of the latest Coevera features.
  • Getting Started—a quick-start guide that will rapidly get any user up and running with Coevera.
  • About Coevera—this section offers an introductory video, a sign-up screen for a free demo webinar, and more.

Try Coevera Proactive Support now!

Customizable CRM: Coevera Intelligent Fields

Customizable CRM: Coevera Intelligent Fields

Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity.

Exploiting Your Company’s Uniquenesses: Coevera Intelligent Fields

Part of a customizable CRM, an Intelligent Field is a field which displays data in a read-only fashion, data which has been automatically calculated using other data obtained elsewhere.

Coevera has been, from the beginning, designed from the standpoint that no 2 companies are alike. Coevera is totally customizable from many standpoints, including a company’s sales processes. Tasks and activities are also customizable; the many and varied tasks, and their order, will be different for each company. Overall, Coevera is a rapidly adaptable framework for your organization.

One of Coevera’s customizable elements are its forms–available with the leads, opportunities, accounts and contacts functions. Forms can be designed for a wide variety of operations, completely dependent on the company, its products and its processes. One key component of these forms is Coevera’s Intelligent Fields.

We currently have 4 different types of Intelligent Fields, and new ones are added on an average of every other release. In this white paper we will cover those that are currently available in Coevera, and how you can use them.

1. Calculated Fields

A Calculated Field is a field that calculates and displays data, based on other data automatically acquired from another field or fields.

2. Custom Validation Rules

When a user enters data into a CRM form, it can often happen that the data needs to meet a certain standard before it is accepted. That is what a validation rule is–it is a fixed rule that confirms that entered data meets a specified standard before that data can be saved. Hence, the data cannot be saved unless correct data is entered.

3. Web Resource Fields

A web resource field is one which imports specific data from the web, into a customized field.

4. Dynamic Dropdowns

A feature recently added to Coevera, Dynamic Dropdowns are dropdown menus that relate to one another, and make their choices dependent on one another.

Self-Assessment Test: Managing Leads and Opportunities

Self-Assessment Test: Managing Leads and Opportunities

Our self-gradable test will show you where you can improve the management of Leads and Opportunities to Increase Sales Velocity and Close Rates

From a Lead to a Closed Sale

As a Lead moves along the sales pipeline, at some point it becomes an Opportunity. This means it has the real potential of becoming what everyone in the sales force is after: a closed sale.

Whereas qualifying a Lead might be relatively simple, Opportunity management is a bit more complex. This is because the stakes are higher. A salesperson is now going to invest valuable time into working the Opportunity, engaging key people at the target company, making presentations, and using any sales technique to move the Opportunity along. Other departments will likely become involved also.

Tech support might be standing by if the prospect company is testing a trial version. Marketing might be armed to provide specific materials to help the sale along. Executives in the company could be standing by as tags on the sale. Everyone is betting that this Opportunity will pay off, but there is always that risk factor. Not all sales close. Will this one turn to profit, or become expensively wasted effort?

Learn How to Handle Leads and Opportunities

As Leads become Opportunities and move through your sales process, are they getting the right kind of attention, or are you still operating without a process? Are Leads just thrown over to a sales rep, and left to the vagaries of chance?

There’s a right and a wrong way to handle Leads and Opportunities, and our self-assessment test is a fun way to find out if you can improve your tactics.

You’ll learn more about:

  • Defining and tracking Leads
  • Defining your Lead Management Process
  • The importance of recycling Leads
  • Revealing problems or bottlenecks in your sales processes
  • Sharing best practices within your sales team
  • Download this self-assessment test and improve sales velocity and closing rates!
Sales Forecasting, Analytics & CRM

Sales Forecasting, Analytics & CRM

With the right tools, your sales forecast can be effective and accurate. The right CRM solution helps you get your bearings within the tangled web of sales metrics, and see the clear picture of the story your numbers are telling.

Download this free ebook and learn how to properly analyze your sales pipeline, and create an accurate and cost-effective sales forecast.

Chapter 1: CRM Solutions: Reliable and Accurate Sales Forecasting?

Sales forecasts are often done with considerable guesswork, sent along to company management, and everyone crosses their fingers and silently prays that these forecasts are somewhere near correct. If two key issues were solved – accuracy being one of them – everyone from sales reps on up to the chairman of the board could sleep a lot better at night, having far more confidence in those sales forecasts.

Chapter 2: Sales Forecasting: An Organizational Shift

Traditionally, sales forecasting has been done by the sales manager after lengthy consultation with sales reps. While it may be “how it’s always been done,” this methodology is risky at best. There is actually a way to make this a much more winning game – from the salespeople on up.

Chapter 3: 6 Key Factors for Accurate Sales Analytics and Forecasting

By actual statistic, sales forecasts – along with closing rates – are generally off by a considerable margin. Here are 6 key factors that, if implemented, will go a long way to greatly improving the accuracy of your sales analytics and forecasting.

Chapter 4: Benefits of Truly Accurate Sales Analytics

There is of course the basic benefit of accurate sales analytics: accurate sales forecasts. But there are numerous other benefits which should also be taken into account, and act as further motivations for companies to move beyond the considerable degree of speculation that commonly dominates today’s sales forecasting.

Chapter 5: Sales Analytics and CRM Solutions

The most consistent and positive way to work out a sales forecast is with a CRM solution that includes accurate sales analytics that will show you the facts of the matter, every time.

Chapter 6: Sales Analytics: Changing Role of the Sales Manager

Here we will take a closer look at how precise and usable sales analytics change the role of the person normally held accountable for overall sales and the forecasting of those sales: the sales manager.

Download Sales Forecasting, Analytics and CRM now.

Pipeline Measurement and Sales Success

Pipeline Measurement and Sales Success

A well-defined, smooth-running, and carefully measured sales pipeline is one of the most powerful sales tools you use. Our ebook shows you how to make the most of it.

Understanding the Power of Metrics

You know that your pipeline is the foundation of a successful sales process and the root of all revenue.

When you understand the power of its metrics, you have all the information you need to create more opportunities, generate more leads (from the right kind of customer), and encourage existing customers to buy more. Within this book you’ll find the answers:

  • How to properly measure your sales pipeline
  • The KPIs that you need to track
  • How to predict your sales with accurate and insightful pipeline measurement

Quantify the performance of your pipeline and you’ll be able to identify gaps, proactively tackle the challenges that kill your conversion rates, and close more sales.

Download this free ebook and learn more.

If you understand the metrics within your pipeline, you will have access to the information you need to create more opportunities, generate more leads (from the right kind of customer) and encourage existing customers to buy more.

Salespeople and Sales Managers: Lessons from the World Cup

Salespeople and Sales Managers: Lessons from the World Cup

Managing your sales force can be a lot like managing a soccer team towards a World Cup victory.

Be the Best Team!

Germany stunned the world with one of the youngest teams ever to take the field at the World Cup 2014 — and a considerable lack of star players in the traditional sense. It is very evident that something in championship soccer has radically changed.

So, too, has the world of sales changed. There has been a lot of buzz in the last few years about the change in buyer habits. Approximately 70% of a B2B buying decision is made before a salesperson is ever contacted. There are different strategies that support this new approach, such as insight selling and social selling. But there´s bigger lesson to be learned.

In this ebook you learn:

  • What do the drastic changes within the buyer-seller relationship mean for the world of sales?
  • How do you go about creating a truly effective sales team?
  • What is the role of technology and IT in this new sales landscape?

Being a True Team Player

One fact about Germany’s performance in the World Cup is that they played as a team.

Salespeople need to learn this same lesson. They are, by nature, loners; setting their own goals, being responsible for their own incomes, and following their own instincts. In one respect that’s a great thing—it’s what makes them great salespeople. But today the sales landscape has become far too competitive and, more importantly, too complex for a salesperson to go it alone.

How can you win your ultimate sales challenge with as much elegance and ferocity as German team did at the 2014 World Cup? Download our free ebook to make an unforgettable kick-off for your business.

While we’re learning, there are other factors that have entered into the sales landscape in the last few years that substantially aid the needed changes both for sales and sales management—and interestingly can be likened to the German victory in the World Cup.

This website uses cookies. By continuing to use this website you are giving consent to cookies being used. For information on cookies and how you can disable them, visit our privacy and cookie policy.