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CRITICAL PATHWAYS
                                                                                                                                                                                                            by Jeanne Buchanan




                                                                                                                         Keeping the Focus on Selling

 Top 10 Time Sinks for Salespeople                                                       Salespeople face all sorts of distractions. Factors ranging from internal corporate demands

 These sap time, energy and limit high-value                                             to ramifications from a reeling economy and shifting competitive landscape all take a toll on

 interactions with customers.                                                            their customer-facing time. So how do you keep them focused on their primary task at hand?

    1. Estimating/proposals
                                                                                         Too often “time sinks” require a disproportionate amount of salespeople and sales managers’ time compared to the value
    2. Contract management                                                               delivered to their customers for those activities. In a recent sales productivity study we conducted for one of our clients,
    3. Installation coordination                                                         we learned that while their sales reps spend more time on selling activities compared to the external benchmark, they
                                                                                         spend a small amount of time actually meeting with customers. Significant national account time was also being spent in
    4. Pricing/billing
                                                                                         post-sales activities that were time sinks. For example, their star salespeople were spending twice the amount of time
    5. Scheduling
                                                                                         constructing estimates as they were meeting with customers. Issue resolution required almost a day a week.
    6. Service delivery
    7. Issue/problem resolution                                                          In the same previously mentioned sales productivity study, we learned that star and on-quota sales leaders spend more
                                                                                         time managing their teams, including one-on-one coaching. The best understand the systems and processes that their
    8. Internal and customer
                                                                                         teams are using—both those that make them successful and those that impede their productivity.
            communication
    9. Internal processes/systems
    10. Daily “emergencies”



A CPS sales resource article. © by Critical Path Strategies, Inc. All Rights Reserved.
CRITICAL PATHWAYS

            Maximize selling time.                                                  How much time are your salespeople spending doing paperwork or following up to see that orders are processed and deliv-
                                                                                    ered? Can you remove those tasks from their to-do list if you improve your processes? Functional reassignments or outside
                                                                                    resources can provide many of these support functions as long as your salespeople remain in the loop. In general, be at-
                                                                                    tuned to removing obstacles to their selling success.


            Keep them focused on the prize.                                         One of the most powerful ways to keep momentum in the sales organization and drive consistent results is to establish a
                                                                                    pattern of accountability through regular reviews. Visit account strategies and action plans once a quarter with your sales-
                                                                                    people. Clearly framing your expectations and identifying milestones and planned near-term actions for the next 90 days
                                                                                    keeps their focus on activities that lead to accomplishments versus things that are urgent. A 15-minute review of each plan
                                                                                    keeps them moving forward with consistent targeted actions, resulting in a tight cycle of value with key customers.


            Coach around sales calls.                                               A well-written call plan and strategy for each call is a best practice. Coach your salespeople to cut through the clutter and be
                                                                                    heard by articulating value that is personal, relevant, and time-sensitive. Spending five minutes to develop a thoughtful call
                                                                                    plan brings more value to their customers, improves their odds of getting back in front of the decision makers, and ensures
                                                                                    that they are efficient and effective each time they meet.


            Make sales calls with your folks.                                       There is no better way for you to learn about your salespeople’s sales challenges and performance than by seeing them in
                                                                                    front of their customers. And by watching what happens in between sales calls, you’ll gain a fairly accurate picture of where
                                                                                    they need time and territory management improvement. Spending time in the field allows you to observe, analyze, and coach
                                                                                    your salespeople, a highly productive use of time for all of you. Some studies suggest that on-site coaching can increase
                                                                                    performance by as much as 20 percent.




A CPS sales resource article. © by Critical Path Strategies, Inc. All Rights Reserved.
CRITICAL PATHWAYS

            Provide just-in-time market-ready Customer-facing time is valuable. But too often, salespeople don’t formulate how they want to talk to a customer or what
            plays with sales playbooks.       message they want to convey until they’re standing in front of the customer. Sales playbooks capture and document what
                                                                                    your best salespeople do to qualify, advance, and win deals. Brief and easy-to-reference, they deliver sales stage-
                                                                                    appropriate content to your salespeople within the context of their current deal.



            Provide a consistent rhythm for                                         Footprints (brief weekly activity reports) and as-needed, agenda-driven conference calls or meetings keep your sales teams
            sales process.                                                          accountable and give you an opportunity to shine the spotlight on their successes. Crisp, tight pipeline and forecast reviews
                                                                                    define expectations and reveal a lot about your salespeople’s abilities and how they spend their time and effort.


            Improving sales productivity is a common goal among sales organizations seeking ways to improve the top line of their business. As a sales leader, you must identify key
            factors to improve selling time—specifically customer-facing time—and generate better results from the selling time spent.




            ABOUT CPS. Critical Path Strategies helps clients improve the effectiveness of their sales organization. Our portfolio of services addresses the strategic, organizational, and relationship issues that impact selling per-
            formance. Our powerful processes enable clients to transform their sales culture, enhance their competitive position, and accomplish strategic business initiatives. Our clients—emerging companies and members of the
            Fortune 500 alike—typically measure 100 to 500 times their CPS investment in revenue growth.

A CPS sales resource article. © by Critical Path Strategies, Inc. All Rights Reserved.
                                                                        www.criticalpathstrategies.com  LinkedIn Group: The Best Best Practices in Sales Effectiveness

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Top 10 Time Sinks for Salespeople

  • 1. CRITICAL PATHWAYS by Jeanne Buchanan Keeping the Focus on Selling Top 10 Time Sinks for Salespeople Salespeople face all sorts of distractions. Factors ranging from internal corporate demands These sap time, energy and limit high-value to ramifications from a reeling economy and shifting competitive landscape all take a toll on interactions with customers. their customer-facing time. So how do you keep them focused on their primary task at hand? 1. Estimating/proposals Too often “time sinks” require a disproportionate amount of salespeople and sales managers’ time compared to the value 2. Contract management delivered to their customers for those activities. In a recent sales productivity study we conducted for one of our clients, 3. Installation coordination we learned that while their sales reps spend more time on selling activities compared to the external benchmark, they spend a small amount of time actually meeting with customers. Significant national account time was also being spent in 4. Pricing/billing post-sales activities that were time sinks. For example, their star salespeople were spending twice the amount of time 5. Scheduling constructing estimates as they were meeting with customers. Issue resolution required almost a day a week. 6. Service delivery 7. Issue/problem resolution In the same previously mentioned sales productivity study, we learned that star and on-quota sales leaders spend more time managing their teams, including one-on-one coaching. The best understand the systems and processes that their 8. Internal and customer teams are using—both those that make them successful and those that impede their productivity. communication 9. Internal processes/systems 10. Daily “emergencies” A CPS sales resource article. © by Critical Path Strategies, Inc. All Rights Reserved.
  • 2. CRITICAL PATHWAYS Maximize selling time. How much time are your salespeople spending doing paperwork or following up to see that orders are processed and deliv- ered? Can you remove those tasks from their to-do list if you improve your processes? Functional reassignments or outside resources can provide many of these support functions as long as your salespeople remain in the loop. In general, be at- tuned to removing obstacles to their selling success. Keep them focused on the prize. One of the most powerful ways to keep momentum in the sales organization and drive consistent results is to establish a pattern of accountability through regular reviews. Visit account strategies and action plans once a quarter with your sales- people. Clearly framing your expectations and identifying milestones and planned near-term actions for the next 90 days keeps their focus on activities that lead to accomplishments versus things that are urgent. A 15-minute review of each plan keeps them moving forward with consistent targeted actions, resulting in a tight cycle of value with key customers. Coach around sales calls. A well-written call plan and strategy for each call is a best practice. Coach your salespeople to cut through the clutter and be heard by articulating value that is personal, relevant, and time-sensitive. Spending five minutes to develop a thoughtful call plan brings more value to their customers, improves their odds of getting back in front of the decision makers, and ensures that they are efficient and effective each time they meet. Make sales calls with your folks. There is no better way for you to learn about your salespeople’s sales challenges and performance than by seeing them in front of their customers. And by watching what happens in between sales calls, you’ll gain a fairly accurate picture of where they need time and territory management improvement. Spending time in the field allows you to observe, analyze, and coach your salespeople, a highly productive use of time for all of you. Some studies suggest that on-site coaching can increase performance by as much as 20 percent. A CPS sales resource article. © by Critical Path Strategies, Inc. All Rights Reserved.
  • 3. CRITICAL PATHWAYS Provide just-in-time market-ready Customer-facing time is valuable. But too often, salespeople don’t formulate how they want to talk to a customer or what plays with sales playbooks. message they want to convey until they’re standing in front of the customer. Sales playbooks capture and document what your best salespeople do to qualify, advance, and win deals. Brief and easy-to-reference, they deliver sales stage- appropriate content to your salespeople within the context of their current deal. Provide a consistent rhythm for Footprints (brief weekly activity reports) and as-needed, agenda-driven conference calls or meetings keep your sales teams sales process. accountable and give you an opportunity to shine the spotlight on their successes. Crisp, tight pipeline and forecast reviews define expectations and reveal a lot about your salespeople’s abilities and how they spend their time and effort. Improving sales productivity is a common goal among sales organizations seeking ways to improve the top line of their business. As a sales leader, you must identify key factors to improve selling time—specifically customer-facing time—and generate better results from the selling time spent. ABOUT CPS. Critical Path Strategies helps clients improve the effectiveness of their sales organization. Our portfolio of services addresses the strategic, organizational, and relationship issues that impact selling per- formance. Our powerful processes enable clients to transform their sales culture, enhance their competitive position, and accomplish strategic business initiatives. Our clients—emerging companies and members of the Fortune 500 alike—typically measure 100 to 500 times their CPS investment in revenue growth. A CPS sales resource article. © by Critical Path Strategies, Inc. All Rights Reserved. www.criticalpathstrategies.com  LinkedIn Group: The Best Best Practices in Sales Effectiveness