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08 Actionable Remote Sales
Hacks
(+ Round-up of Tips From Sales
Experts and Leaders)
01
Use Business VPN for Secure, Remote
Internet Access
Provide access to business VPN for
remote sales reps.
Ensure all sensitive prospects'
information and other business data is
safe from hackers.
02
Have Fixed Working Hours &
Encourage Team Communications
Hold regular team check-ins.
Set fixed working hours for your sales
team.
Hold multiple Zoom huddles per day- start of the day, focused on the
plan, motivation, check-ins and getting the energy going. Next one
right after lunch, getting people back together, getting ready for the
afternoon. End of day – Share the wins. We also do zoom power hours
and training where every one zoomed in and did all the same thing at
the same time. Shouting people out publicly via slack for things they are
doing that’s winning.
-Kevin Dorsey
VP of Inside Sales, Patient Pop
Make sure your sales reps have a constant flow of communication to you
and to each other. Apps like Slack are easy to set up and integrate with
other apps you may use. Create channels for specific conversations to
organize information. My teams have a 911 channel which is where they
ask questions they need an answer to while on a call or in a meeting.
We don’t ever want them to have to hang up the phone because they don’t
have the answers they need, so we have a commitment to all have our
notifications on for that channel and make sure it’s not overused. The
celebrations channel is there to celebrate wins, big and small to keep the
morale up even when working remotely!
-Jessica Magoch
CEO, JPM Sales Partners
03
Invest in and Encourage Remote Sales
Training and Learning
Encourage remote sales reps to enroll in online
courses for sales training.
Provide sales reps with access to important
resources for sales education and training.
The  first thing is to provide sales training. If your sales team
doesn’t know your product like the back of their hand, they’ll fall
short when closing a sale. Make sure that sales reps understand
product details and features so that they can effectively answer
questions and solve client problems. Taking your sales reps through
a structured on-boarding program will really go a long way to help
them understand product details. Also, goal setting, scripting and a
focus on relevant sales metrics is important. Be transparent and
provide open data so that reps can unleash the full potential of sales
analytics.
- Manny Hernandez,
Founder and CEO of Wealth Growth Wisdom
04
Set S.M.A.R.T. Sales Targets
Make your sales goals specific,
measurable, attainable, realistics and
time-bound.
For example: "Increase sales revenue
by around 25% in the next quarter.”
05
Get a Cloud Phone System for Remote
Communications
Ensure continuity of sales
communications with cloud phone
system.
Communicate anytime, anywhere and
on any device.
Leverage cloud phone features such as
'Auto Dialer' and 'Call Monitoring' to
train and guide remote sales reps.
06
Use Mere Exposure Effect for More
Conversions
Mere Exposure Effect: Basic human
tendency to build preference for familiar
things.
Use the mere exposure effect by building
brand awareness through your digital
content.
Nurture leads through your website and
social media handles.
07
Leverage Automated Integrations
for Smoother Workflows
Increase remote sales productivity and
capacity with automated integrations.
Build smooth workflows through
integrations between sales, CRM, helpdesk
and marketing automation software.
To stay connected within the team, you need a good CRM,
and everybody needs to be on the same page on how to use
it. Having regular online meetings about this (to start with
once a week is good) ensures that every sales person uses
the CRM in the same way, so everyone always understands
what’s going on. At Click A Tree, we’re using Streak CRM,
since it integrates seamlessly with Gmail, and we can work
from within Gmail.
-Chris Kaiser,
CEO and Founder, Click a Tree
You need to have tools or technology that help you sell your products. 
Utilize calendar scheduling services like Calendly,  screen-share with
websites like join.me, write notes with a digital notepad or have clients
sign  documents with DocuSign.  The right approach means that you
have a process in place to make the sale so we incorporate a contact
cadence that is a combination of calls, texts, and emails.  Our CRM
manages this process for us.
-Raymer Malone
Owner, High Income Protection Insurance Agency
As a small remote team, we rely heavily on automation. We use the online
automation tool, Zapier, to automate many of our sales tasks. The goal of
using Zapier isn’t to replace people with automation, it’s to use
automation to augment our small team’s talents and productivity.
For example, we taught our sales rep how to automate lead qualification
and other repetitive tasks which resulted in about 10 hours per week of
time savings. With this extra time, this rep can now spend more time on
the phone with potential clients, which is a win for us and also a win for
them as they are commission-based. In total, we automate about 14,000
tasks per month which has proved to be an incredible time-saver and
allows us to compete with companies with ten times the number of
employees.
-Michael Alexis,
CEO of Team Building
08
Track Relevant Sales Metrics and KPIs
Hold remote sales teams accountable by
measuring relevant sales metrics and KPIs.
We track how many cold calls they make, how many
meaningful conversations they have -this is subjective; and
how many offers they make.  The reason we track these is
because we know how many phone calls it takes to get a
lead, we know how many leads it takes to get a deal, and
we know how many offers we need to make to get a
deal.  So, instead of tracking how many deals we got
(lagging indicators), we track how much action we are
taking, which is our set of leading indicators.
-Shawn Breyer,
Owner of Atlanta House Buyers
Create awareness on the sales team. One way we do this is
using a self-scoring system of sales calls. After prospecting
and discovery calls, the sales reps score themselves on a
scale of 1-10. That score is then sent to management and
we can compare the two and address discrepancies.
-Michael Tuso
Director of Revenue Performance at Chili Piper
We implemented a key performance indicator (KPI) system in
accordance to each team and its workflows with the following color
system:
Green: Exceptional! Blue: Great
Yellow: Room for improvement
Red: Terrible
This color determines the performance of each team on a daily basis. The
KPIs range from project duration, to ad revenue increase to client or
candidate leads. The KPI per team is the most important quantifiable
measure of the whole team’s performance. The green KPI range is the
best score and the red KPI range is the worst. If the team hits yellow they
must discuss internally how to improve the KPI score and if it’s red they
have to urgently make changes to improve the score for the next day.
-Kean Graham
Director of Revenue Performance at Chili Piper
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08 Actionable Remote Sales Hacks

  • 1. 08 Actionable Remote Sales Hacks (+ Round-up of Tips From Sales Experts and Leaders)
  • 2. 01 Use Business VPN for Secure, Remote Internet Access Provide access to business VPN for remote sales reps. Ensure all sensitive prospects' information and other business data is safe from hackers.
  • 3. 02 Have Fixed Working Hours & Encourage Team Communications Hold regular team check-ins. Set fixed working hours for your sales team.
  • 4. Hold multiple Zoom huddles per day- start of the day, focused on the plan, motivation, check-ins and getting the energy going. Next one right after lunch, getting people back together, getting ready for the afternoon. End of day – Share the wins. We also do zoom power hours and training where every one zoomed in and did all the same thing at the same time. Shouting people out publicly via slack for things they are doing that’s winning. -Kevin Dorsey VP of Inside Sales, Patient Pop
  • 5. Make sure your sales reps have a constant flow of communication to you and to each other. Apps like Slack are easy to set up and integrate with other apps you may use. Create channels for specific conversations to organize information. My teams have a 911 channel which is where they ask questions they need an answer to while on a call or in a meeting. We don’t ever want them to have to hang up the phone because they don’t have the answers they need, so we have a commitment to all have our notifications on for that channel and make sure it’s not overused. The celebrations channel is there to celebrate wins, big and small to keep the morale up even when working remotely! -Jessica Magoch CEO, JPM Sales Partners
  • 6. 03 Invest in and Encourage Remote Sales Training and Learning Encourage remote sales reps to enroll in online courses for sales training. Provide sales reps with access to important resources for sales education and training.
  • 7. The  first thing is to provide sales training. If your sales team doesn’t know your product like the back of their hand, they’ll fall short when closing a sale. Make sure that sales reps understand product details and features so that they can effectively answer questions and solve client problems. Taking your sales reps through a structured on-boarding program will really go a long way to help them understand product details. Also, goal setting, scripting and a focus on relevant sales metrics is important. Be transparent and provide open data so that reps can unleash the full potential of sales analytics. - Manny Hernandez, Founder and CEO of Wealth Growth Wisdom
  • 8. 04 Set S.M.A.R.T. Sales Targets Make your sales goals specific, measurable, attainable, realistics and time-bound. For example: "Increase sales revenue by around 25% in the next quarter.”
  • 9. 05 Get a Cloud Phone System for Remote Communications Ensure continuity of sales communications with cloud phone system. Communicate anytime, anywhere and on any device. Leverage cloud phone features such as 'Auto Dialer' and 'Call Monitoring' to train and guide remote sales reps.
  • 10. 06 Use Mere Exposure Effect for More Conversions Mere Exposure Effect: Basic human tendency to build preference for familiar things. Use the mere exposure effect by building brand awareness through your digital content. Nurture leads through your website and social media handles.
  • 11. 07 Leverage Automated Integrations for Smoother Workflows Increase remote sales productivity and capacity with automated integrations. Build smooth workflows through integrations between sales, CRM, helpdesk and marketing automation software.
  • 12. To stay connected within the team, you need a good CRM, and everybody needs to be on the same page on how to use it. Having regular online meetings about this (to start with once a week is good) ensures that every sales person uses the CRM in the same way, so everyone always understands what’s going on. At Click A Tree, we’re using Streak CRM, since it integrates seamlessly with Gmail, and we can work from within Gmail. -Chris Kaiser, CEO and Founder, Click a Tree
  • 13. You need to have tools or technology that help you sell your products.  Utilize calendar scheduling services like Calendly,  screen-share with websites like join.me, write notes with a digital notepad or have clients sign  documents with DocuSign.  The right approach means that you have a process in place to make the sale so we incorporate a contact cadence that is a combination of calls, texts, and emails.  Our CRM manages this process for us. -Raymer Malone Owner, High Income Protection Insurance Agency
  • 14. As a small remote team, we rely heavily on automation. We use the online automation tool, Zapier, to automate many of our sales tasks. The goal of using Zapier isn’t to replace people with automation, it’s to use automation to augment our small team’s talents and productivity. For example, we taught our sales rep how to automate lead qualification and other repetitive tasks which resulted in about 10 hours per week of time savings. With this extra time, this rep can now spend more time on the phone with potential clients, which is a win for us and also a win for them as they are commission-based. In total, we automate about 14,000 tasks per month which has proved to be an incredible time-saver and allows us to compete with companies with ten times the number of employees. -Michael Alexis, CEO of Team Building
  • 15. 08 Track Relevant Sales Metrics and KPIs Hold remote sales teams accountable by measuring relevant sales metrics and KPIs.
  • 16. We track how many cold calls they make, how many meaningful conversations they have -this is subjective; and how many offers they make.  The reason we track these is because we know how many phone calls it takes to get a lead, we know how many leads it takes to get a deal, and we know how many offers we need to make to get a deal.  So, instead of tracking how many deals we got (lagging indicators), we track how much action we are taking, which is our set of leading indicators. -Shawn Breyer, Owner of Atlanta House Buyers
  • 17. Create awareness on the sales team. One way we do this is using a self-scoring system of sales calls. After prospecting and discovery calls, the sales reps score themselves on a scale of 1-10. That score is then sent to management and we can compare the two and address discrepancies. -Michael Tuso Director of Revenue Performance at Chili Piper
  • 18. We implemented a key performance indicator (KPI) system in accordance to each team and its workflows with the following color system: Green: Exceptional! Blue: Great Yellow: Room for improvement Red: Terrible This color determines the performance of each team on a daily basis. The KPIs range from project duration, to ad revenue increase to client or candidate leads. The KPI per team is the most important quantifiable measure of the whole team’s performance. The green KPI range is the best score and the red KPI range is the worst. If the team hits yellow they must discuss internally how to improve the KPI score and if it’s red they have to urgently make changes to improve the score for the next day. -Kean Graham Director of Revenue Performance at Chili Piper
  • 19. Did you find these tips resourceful? To explore 10+ more such actionable remote sales tips and hacks Follow the link in the first comment