Teams | Collaboration | Customer Service | Project Management

30-60-90 day sales plan for managers, reps, and sales territories

A new sales rep isn’t going to magically outsell the top performers the first day on the job. Before a new rep can begin to hit and exceed quotas, they need time and a well-defined plan. One of the most popular plans for success in a new environment is the 30-60-90 day plan. In this guide, we’ll show you how to create a useful three-month plan for managers, sales reps, and new territories.

8 ways to adopt and grow a customer service mindset

Customer service is a vital part of not only the customer experience but also the success of a business. It doesn’t matter through which channel customers ask for help, it needs to be executed well. Get it wrong and a lot of other pieces of the customer experience and the customer relationship with your brand will fall apart. Ninety-six percent of consumers around the globe believe customer service is an important factor when it comes to brand loyalty, according to a Microsoft study.

Sales promotion: Definition, examples, ideas, and types

No matter how successful a business is, every company is going to find moments where they need a sales boost. It might be towards the beginning to build a customer base, or somewhere down the line when sales are slow. This is the time for a sales promotion. In this piece, we’re going to discuss what a sales promotion is, the types of sales promotions, the pros and cons of using them, and the best strategies for your company.

What is B2B sales? Business-to-business meaning and strategy

Even though most of us hear "sales" and jump to the image of an individual buyer in a store, it turns out that the majority of sales money doesn’t come from customers but from other businesses. In fact, B2B sales are projected to bring in approximately three times the revenue of B2C sales by 2023.

What are KPIs for sales? Sales KPIs definition and examples

Measuring sales success isn’t as simple as it sounds. There are many ways to assess sales numbers and customer growth, so the task can quickly become overwhelming. Before you know it, you have contradicting statements and you’re forced to start all over again. This is where KPIs, or Key Performance Indicators, are essential. In this piece, we’ll discuss what KPIs are, which KPIs to use in certain situations, and how to implement KPIs in your sales team.

Top ways to drive collaboration between support and development teams

Customer support agents are your business’ eyes and ears. They know what your customers need, what they expect, and what they think about your product. Meanwhile, if your organization is in the tech or software industry, developers are its backbone. That means collaboration between these teams is inevitable. But few businesses have clean, clear workflows for this kind of teamwork. Usually, it depends on an ad-hoc system of emails, hidden documentation, and in-person meetings.

Percentage of sales method: What it is and how to calculate it

Most businesses think they have a good sense of whether sales are up or down, but how are they gauging accuracy? With shifting budgets and different departments needing more or less from the company every month, having a precise account of every expense and how it relates to future sales is a must. That’s where the percentage of sales method comes in handy.

Aligning sales and customer service: How and why

Sales and customer service should be a natural fit. Both teams work to create successful customer interactions and move the company forward. It stands to reason that they should easily support one another—unfortunately, that’s rarely the case. Because sales and customer service (CS) teams are focused on different metrics, they rarely interact with each other. Sales teams, for instance, key in on sales metrics like win rates, while CS keeps an eye on tickets closed and CSAT.