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10 daily to-do’s for salespeople to improve their performance

By March 4, 2015June 11th, 2024No Comments

While salespeople have their tricks of the trade, how they start and structure their day could determine their success. Here are 10 things salespeople can do every day to improve their performance:

1. Create a to-do list
When workers begin their work day, they should have a game plan for what needs to get done and how they’ll do it to avoid falling behind on the job. Writing a to-do list of tasks, meetings and other events is crucial to starting the day off right.

2. Review key performance indicators
Although workers most likely know how well they’re performing, it doesn’t hurt to review key performance indicators. By evaluating their current sales numbers and metrics, salespeople are more likely to understand what they need to do to increase their performance or maintain a good pace of sales.

3. Visualize their goals for the day
Whether salespeople have monthly, quarterly or yearly sales targets, they should break down these quotas by what they have to do each day. This makes lofty goals more doable because they are not as daunting when they are divided into smaller, daily objectives. Visualizing the goals for the day helps drive workers’ motivation for getting through the day and achieving business objectives. These goals could include checking off 40 calls before lunch, according to Eye on Sales, or spending one hour to work on a personal project.

4. Stay flexible
Even the most prepared salespeople could have their plans for the day completely changed by one unscheduled meeting. Salespeople should leave some room in their schedules to prepare for the unexpected, whether calls from clients, meetings or other events. Workers could make themselves a promise to remain flexible when things are not going as they had hoped, according to Inc. magazine.

5. Build relationships
To help enhance their productivity and satisfaction at work, salespeople should focus on building relationships with both customers and their co-workers. Whether salespeople are contacting a new lead or want to get to know their colleagues, they should build relationships that could increase their engagement at work.

6. Dress to impress
Although salespeople might primarily work over the phones, it’s important to have the appearance of professionalism when on the job. Sales representatives should look presentable at all times because it positively affects how they conduct themselves at work and when working with clients.

7. Check their calendars
Before picking up the phone or sending emails, some salespeople prefer to check their calendars in the morning to make sure their schedules look in order and to never miss an important call or meeting.

8. Set priorities
When salespeople have limited time to do everything they have on their to-do lists and are under pressure, they should prioritize their tasks. Prioritizing is critical to making sure they do the most important things before moving on to less significant times. For example, workers could decide to cut their number of follow-up calls with leads to contact bigger, high-risk clients.

9. Leave time for breaks
While salespeople feel they often do not have enough time for all of their responsibilities, they should leave time to take breaks away from their desks. They could get up to have a drink of water or walk around the office to stretch their legs. Not only is this a healthy way to get away from the glare of the computer to reduce eye strain, but it’s also a great method for reducing stress and refocusing.

10. Have a list of questions prepared
Salespeople often have plenty of questions they want to ask supervisors or colleagues. Before any pressing items escape their memory, salespeople should write down any questions they think up before they go about their day.

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Ballast Point Ventures is a later-stage venture capital fund established to provide expansion capital for rapidly growing, privately owned companies in diverse industries, with a particular emphasis on companies located in Florida, the Southeast, and Texas. The BPV partners have more than 70 years of combined experience investing in and building high-growth companies in a number of industries, including healthcare, business services, communications, technology, financial services, and consumer goods. BPV has $200 million under management and seeks to make equity investments ranging from $3 million to $10 million.

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Harbert Management Corporation

Harbert Management Corporation seeks to generate superior returns for their investors by identifying and investing in the most promising early growth stage companies in the Southeastern U.S. HMC seeks to capitalize on what it believes are compelling regional dynamics, such as a strong and fast-growing economy, significant research and development activities, and an established entrepreneurial community. The HMC team combines substantial investment, advisory, and operating experience with capital and networking contacts to support great entrepreneurial teams in successfully executing their growth plans. With offices in Birmingham, Alabama; Richmond, Virginia; and Gainesville, Florida, it’s well positioned to partner with entrepreneurs throughout the Southeast.

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KBH Ventures

KBH Ventures was an early investor in Iconixx Software. KBH's investment philosophy plays a significant role in the firm's successful track record. KBH believes in running businesses to be cashflow positive and profitable every month. Startups and companies in a startup mode, such as one that has been purchased in distress, are expected to generate revenue within the first six months and reach profitability within the first 12 to 18 months. KBH also only invests in or acquires companies that are in the startup phase or have less than $20 million in revenues. KBH targets technology companies that offer business-to-business services.

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S3 Ventures

S3 Ventures is an early expansion and growth stage venture firm with $200 million under management. It’s focused on information technology solutions that solve large business problems. S3 also invests in medical devices that improve the human condition. S3 invests in category-defining opportunities. It partners with the team and help focus methodically on what it takes to build a successful company. S3 today helps talented entrepreneurs take their technology and market knowledge and form valuable businesses in a repeatable fashion. Investment sizes start at several million or more for Series A, B, and C financing.