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For those who sell AND do account management – best strategies/hacks for time management?

I have a foot in both camps – selling and managing a few enterprise accounts (onboarding, etc) – and I'm not the best at keeping organized.


What are your best strategies for keeping things straight and optimizing your time?

👑 Sales Strategy
😎 Sales Skills
☕️ Workflow and Daily Habits
5
goose
Politicker
+12
Sales Executive
Delegate as much non-revenue producing activities as you can.  Getting lost in the weeds on something that a "Manager of Technical Details or whatever" can handle in a few minutes is a waste of time and energy.  Make sure you get information back to the client in a "we were able to determine..." type of message so you get the credit.

Successful sales / service people know how to get shit done... even if they don't always do it.
popepius
OG Sales Savage
+7
Enterprise Sales Lead
Excellent advice, thanks!
goose
Politicker
+12
Sales Executive
Focus on return. If one thing brings more revenue then do that. Sometimes you can spend days prospecting and be more productive answering emails.
CuriousFox
WR Officer
+13
Senior Account Executive
Solid advice 🥂
Hornberger1
Good Citizen
Manager Demand Generation
The Eisenhower chart is a big thing for my team - but moreso for what the expectation is that they GET DONE with in any given week. If it isn't important and isn't urgent I try to outsource it for them. May not provide the level of detail you need (try kanban board instead?).

As the other poster said - delegate non-core work. If you aren't good at something why try it, well if there is a process in place why are you the one doing it. Same vein. If there isn't a process, document what you are doing and run it by mgmt. Forces them to sign off on it and makes them aware you're wasting hours doing non-important work - better resource planning can be achieved then.

If you want more info let me know, or just google those terms.
popepius
OG Sales Savage
+7
Enterprise Sales Lead
Really great info, thanks. Hadn't heard of the Eisenhower chart before, so I'll be looking into that for sure. 
Justatitle
Politicker
+11
Mid Market AE
I hated when I was in this type of role because it is so tough to switch mindsets so I feel you there. My best advice is to block off time on your calendar to ensure you dedicate your resources and allocate them to what is important for both houses you operate for. what is more important to the business if you don't mind me asking?
popepius
OG Sales Savage
+7
Enterprise Sales Lead
Considering we run with a smaller team, both are still important for the moment, and thankfully my AM time is fixed anyway. So sales is more important of a role for me for sure. 
Justatitle
Politicker
+11
Mid Market AE
Got it so when it was more important for me, I’d dedicate 70% to sales and 30% to the am side
GDO
Politicker
+7
BDM
For me it comes down to calenderising everything! Everything that has an impact on revenue comes first. 
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