How much time do you spend setting up meetings, answering emails or planning and allocating work in the sales team? Using tools for salespeople will cut it down considerably. They allow you to generate leads and market them efficiently, organize work, schedule meetings, communicate more easily and build relationships with clients. Learn which tools make your job easier.
1. Planning and project management
The tools help you allocate tasks and record the progress of projects. This will automate the project management process and facilitate team communication and work planning.
They will help you manage projects and plan tasks for example:
2. Time recording for increased productivity
Use time tracking tools to keep track of how many hours you and your colleagues spend on each task. Some business tools also reduce distractions - blocking different apps so you can focus on your work and not get sidetracked.
Tools for traders to record time worked include:
3. Lead generation and client intelligence
Getting clients is often the most difficult part of the business process. It's made easier with tools for marketers that find and collect data on new leads, sorting them into a database so you don't have to process the data manually. You can spend your time generating more leads and closing new deals.
To find new customers, use for example:
- LinkedIn Sales Navigator,
4. Communication with clients and within the team
Everyone uses the phone and email. Collaboration on projects will speed up online calls and meetings with colleagues, while automatic emailing will make communication with clients easier.
Use tools like:
- Microsoft Teams.
5. Lead Closing
Once the deal is closed, it's time to sign and exchange contracts. Simplify this part of the sale and use electronic signatures to eliminate the need to print, manually sign, scan and send documents.
Try one of these:
- Adobe Sign,
- Secured Signing,
- RAYNET CRM.
6. Invoicing and accounting
Once the contract is signed, all that remains is to deliver the products and issue the invoices. The merchant tools can help you with that too. In addition to invoicing and bookkeeping, they'll give you an instant overview of your current income and expenses so you can see how your business is doing.
Try for example:
- ABRA Flexi,
7. Customer Relationship Management
To keep all your business data, information and client contacts together, use a CRM. You can clearly see what stage the deal is at and what milestones you still need to pass to successfully market the client.
Try our RAYNET CRM, and through integrations connect with all the other tools you want to use.