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The Center for Sales Strategy Blog

Best Tips and Tricks for Pipeline Tracking

Best Tips and Tricks for Pipeline Tracking

Pipeline tracking is essential for any sales team that wants to stay on top of their customer relationships and close more deals.

It helps to ensure your sales process is as efficient, effective, and streamlined as possible. By tracking every step of your sales process, from lead generation to customer onboarding, you can ensure nothing falls through the cracks.

With that in mind, here are some best practices for pipeline tracking that will help you make the most of your sales process and achieve the best results. With these tips and tricks, you'll be able to maximize your sales process and close more deals with ease.

Topics: IMPACT sales pipeline

How to Train a Sales Manager

How to Train a Sales Manager

Assuming a sales manager does need a training plan can be a costly mistake. Too often this element is overlooked, and revenue suffers. Creating a training plan that includes specific elements to be completed in the first 30-60 days on the job is a great way to avoid this.

Here are four areas that should be included in a sales manager training plan:

  • People
  • Process
  • Planning
  • Performance

Keep reading for information on each to add focus to the area of creating and using training for a manager.

Topics: IMPACT leadership development

Improving Sales Performance — Impact Your Sales Performance: Performance Tracking

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How many performance metrics are you currently tracking? How many should you track?

We can all agree that measurement improves performance, and it’s essential to success. But you can’t keep changing the rules of the game. Performance improvement comes only when we focus on the same metrics over time. We need to follow the right measurements and stay focused.

In this episode, Matt Kiger, Regional Vice President at Townsquare Media, discusses how sales leaders can make an impact on their sales performance through performance tracking.

Tune in now or keep reading for a brief overview!

Topics: sales performance IMPACT sales metrics

Improving Sales Performance — Impact Your Sales Performance: Pipeline Management

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As a sales manager, how much better would your life be if you had access to better forecast accuracy and improved sales performance?

In this episode of the Improving Sales Performance series, Trey Morris, VP / Senior Consultant at The Center for Sales Strategy, discussed how sales leaders can make an impact on their sales performance through effective pipeline management.

Topics: sales performance IMPACT sales pipeline pipeline management

Improving Sales Performance - Impact Your Sales Planning: Sales Calendar

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The Improving Sales Performance Series focuses on helping sales leaders make an impact on their sales performance through insight on four key areas: people, process, planning, and performance.

Each week, host Matt Sunshine speaks with guests on essential resources and tools that sales leaders should use to improve sales performance. In this episode, Victor Giacomelli, Managing Director, Ads + Research at SoCast Digital, discusses how sales leaders can make an impact on their sales planning with sales calendars.

Tune in now or keep reading for a brief overview.

Topics: sales performance IMPACT sales calendars

Improving Sales Performance - Impact Your Sales Planning: Target Drives

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To set your organization up for long-term success, you need more than just a goal. You need a strategic plan, and that’s where target drives come in.

How do you do a target drive? Why do you need help with them? And a question many sales leaders want to know, what does "good" look like?

In this episode, Alina McComas, VP / Senior Consultant at The Center for Sales Strategy, discusses how sales leaders can make an impact on their sales planning through Target Drives. Plus, she gives brand-new data related to top-performers!

Tune in now or keep reading for a brief overview.

Topics: sales performance IMPACT target drive

Improving Sales Performance - Impact Your Sales Process: Sales Structure

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To establish the foundation for sustainable business growth, a solid sales structure must be built layer by layer. People, resources, and processes must align and work together to produce the best results for your organization.

Is your current sales structure designed for the results you want?

In Episode 26, Mike Paterson, President / General Manager at Mid-West Family Illinois, discusses how sales leaders can make an impact on their sales process through sales structure.

Tune in now to hear the Live broadcast or keep reading for a brief overview.

Topics: sales structure IMPACT

Improving Sales Performance - Impact Your Sales Process: IFM

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1-on-1 meetings play a large role on your team’s sales performance.

In this episode, Stephanie Downs, VP and Senior Consultant, discusses how sales leaders can make an impact on their sales process with 1-on-1 meetings, or what we call the IFM. Plus, she covers the fundamentals of IFMs and how you can turn this dreaded weekly task into productive meeting.

Tune in now to hear the Live broadcast or keep reading for a brief overview.

Topics: sales process IMPACT Individual Focus Meeting

Improving Sales Performance - Impact Your People: Recruitment & Selection

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Season 3 of the Improving Sales Performance Series is focused on helping sales leaders make an impact on their sales performance through insight on 4 key areas: people, process, planning, and performance.

In Episode 24, Jaleigh Long, Vice President and Market Manager, Atlanta Radio at Cox Media Group, discusses how sales leaders can make an impact on their sales performance through recruitment and selection.

Tune in now to hear the Live broadcast or keep reading for a brief overview.

Topics: hiring salespeople recruitment IMPACT selection

Improving Sales Performance — Impact Your People: Engagement

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Season 3 of the Improving Sales Performance Series is focused on helping sales leaders make an impact on their sales performance through insight on 4 key areas: people, process, planning, and performance.

In this episode, Beth Sunshine, Partner and VP of Talent Services at The Center for Sales Strategy, discusses how sales leaders can make an impact on their people and teams through employee engagement.

Tune in now to hear the Live broadcast or keep reading for a brief overview.

Topics: employee engagement IMPACT