5 Habits for Success in Sales

Maximizing your time by visiting multiple offices within a day, starting early and ending late.

A sales strategy that emphasizes building relationships over immediate sales.

In-person meetings with potential clients.

The initial contact with a prospect, aiming to establish interest and gather information.

A meeting focused on securing a commitment from the prospect, like a purchase or partnership.

Meetings designed to maintain relationships and understand the prospect's ongoing needs.

Meetings to discuss expanding the business relationship, like new products or services.

A structured plan for scheduling meetings and appointments within a territory.

Activities that contribute to building relationships and generating leads.

The minimum number of sales activities required per day to ensure success.

Preparing your daily Salesforce Maps route before you leave your home, allowing you to quickly document details on the go.

Creating placeholder events in your Salesforce calendar, ensuring they appear at the top of your daily schedule.

Planning your next 30-60 days in your Salesforce calendar, providing visibility and structure.

Closing and reopening specific apps on your phone every morning to clear cache and prevent timeout issues.

Reading the daily sales links provided, staying updated on industry news and information.

Having essential resources readily available to help you succeed in your sales endeavors.

Adding value to your account interactions by providing valuable information or insights.

Ensuring you have something to talk about with an account, even if it's simply learning more about their business.

Understanding that each group has different needs and requires your presence strategically, not too frequently.

Choosing the right way to spend money on clients, avoiding unnecessary spending that might be perceived as buying business.

Dedicating significant time and effort to fully understand a topic or system, going beyond regular work hours and actively seeking knowledge.

Treating each client or office individually, understanding their unique needs and goals, and using tools like Salesforce to gather information for better service.

Proactively preparing for interactions by identifying knowledge gaps and planning questions or discussions to better understand clients' needs and preferences.

Documenting activities and interactions in real-time, including notes on meetings and conversations, to ensure accurate records and track progress over time.

Before engaging with a client, reviewing past interactions and notes to refresh knowledge and ensure the conversation builds upon previous understanding.

Always having readily available materials like referral pieces and client forms to share with clients without interrupting the flow of the meeting.

Creating separate contacts within Salesforce for each office a person is affiliated with, ensuring accurate data and communication.

Capturing contact information like email and cell phone numbers to enable quick and efficient communication with the client.

Utilizing tools like SF Maps to document face-to-face meetings and track travel routes, simplifying the process and ensuring accurate records.

Using Salesforce to efficiently manage contacts, activities, and client interactions, streamlining workflow and improving service efficiency.