Time is money in sales, and how you plan your days, weeks and months can have a serious impact on your pipeline.
Have you ever inadvertently squashed six hours of back-to-back meetings into a Monday when the rest of your week is free? This will quite often happen when you’re in a hurry and don’t have a system in place in which gives you a good overview of your week.
The team here at SET understand how important time management is for sales professionals and live by the rule of working smarter not harder.
Any growing business should ask themselves, what do successful sales professionals do everyday without fail? It’s no shock to learn that the best professionals in the business are incredibly focused, orgainsed and clearly plan out each day with access to the right tools and a set goal in mind.
You can view your calendar directly from your dashboard and have the option to view by day, week or month.
When scheduling an activity against a contact it will automatically add the activity into your personal calendar, you will also have the option to attach any opportunities you may have with this prospect or client to get a full 360 view of your week ahead so you can prioritise your what you need to do in between meetings and calls.
Perhaps you like sending clients emails at certain times and find that a Tuesday afternoon is perfect to get your head down and do just that. Using the activity calendar will give you a clear view of how much work you’re scheduling in for yourself. This allows you to block out periods in your calendar to ensure you give yourself enough time allocate and complete important activties.
Are you a Sales Manager?
As a Sales Manager, you of all people will understand how busy your team members are and easily spot where there are mutual free times for sales meetings or 1-2-1’s by comparing individual calendars. You can also check their calendars before tasking specific team members with any activities.
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