spaceman

Sales

How do you organize all the chaos?

Ok, so it seems like at any given moment there's a million things happening around me.

Prospects opening emails. Or visiting our site. Or a new lead inbound. Or an email from someone that I'd want to get back to super quick.

We get a lot of alerts through slack/email from our SF admin, some of them I care about, most of them I don't. I could go build a bunch of SF reports but I'm just wondering how everyone else is doing it.

How do you organize it all? Do you just camp your slack/email/phone messages? Or do you have some good reports built out?

I've talked to other reps at my company and it seems like the ones who do the best are super organized, always get back to the right stuff and are extremely quick at getting back to the stuff that matters most.

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So I'm trying to get better that way but it just feels like there's a lot going on and I'm always missing something.

🔎 Prospecting

👑 Sales Strategy

😎 Sales Skills

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22 comments

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Kosta_Konfucius

Politicker

6

Sales Rep

I think a big think is owning your calendar. Block off time for activities and I use it for reminders. **Updated CRM** **Call X client for follow up** **Send report to manager** are some examples.

Honestly the big thing for me working from home is not getting too distracted with doing stuff around the house or watching tv.

Ask the organized reps on your team what they do keep organized too, they might have a template to go off of

GDO

Politicker

1

BDM

Exactly! Control your own time.
And keep to your own plan. It’s very difficult to not quickly do something else. Don’t!

activity

Politicker

2

VP, Business Development

I agree with @Kosta_Konfucius. Blocking off time on the calendar for specific tasks is essential. Also, if you’re in leadership or have a voice in your org, I would be advocating for streamlining and getting lean. The more software/systems, the more overwhelming it is for the team.

spaceman

Contributor

1

Sales

Makes sense. We're running SF/Outreach. Marketing has Hubspot but we don't really see that, although I'd love to see some of the stuff it has (i.e. it tracks clients viewing pages on our website that I can't really see anywhere else).

And then most of the notifications from those systems feed in through email or slack. So like a new inbound lead, for example, would come in through Slack. If an SDR sets on my calendar, it goes to my email—I always try and shoot them a little email beforehand to help the no-show rate.

Curious how you guys do it from a systems side or if you have any ideas?

activity

Politicker

0

VP, Business Development

I would streamline an use HubSpot for pretty much everything. I've been very impressed with everything they have to offer and most companies are not utilizing the platform to its full potential.

SaaSsy

Politicker

2

AE

Ok well first I am jealous of how busy you are EOY - crickets over here for me. Prioritize and find what works best for you. For example, I hate mornings so Friday afternoon I always hand write my to do list for Monday so then I can roll out of bed, and slowly wake up doing mundane admin BS with coffee. Are you getting an insane amount of leads? Or can you check those and website visits at the beginning of a week/day? Then move on. Also, type up your follow ups as soon as a call is done so it’s fresh and you aren’t ever playing catch up (and then don’t do it…). Also don’t do the tasks that aren’t important - save it for a boring day. If you don’t know what’s important, ask yourself “will this directly translate to me making money?”

spaceman

Contributor

0

Sales

Haha, yea, I guess I totally take that for granted. We have a product that is super useful to implement EOY and all of our clients run Jan-Jan fiscal years so we get a nice little end of year/Q4 rush.

TennisandSales

Politicker

2

Head Of Sales

glad you talked to how other ppl are managing it.

what i would do is try to implement what the most organized person does.

there is a GOOD chance i wont like how they do it, but it will give me a chance to understand how their process works

then from there, ill make tweaks so its easier for me to use and still stay organized.

braintank

Politicker

2

Enterprise Account Executive

camp your slack/email is the worst approach

spaceman

Contributor

1

Sales

Yea, agreed. I'm thinking maybe some email filters/prioritizing certain slack channels that need my attention first.

Because I've found if you have a hot prospect and you can get back to them super quick, it can really help move things along faster. So i want those emails to cut through the noise.

But then there's some emails that I really don't want to see early in the day so that they don't throw off my whole mood. Rather save those for later 😂

braintank

Politicker

3

Enterprise Account Executive

best practices are to check email every few hours. that still allows you to be johnny on the spot without becoming a time suck

Sunbunny31

Politicker

1

Sr Sales Executive 🐰

Agreed, it sounds like the biggest issue is getting distracted.

ChumpChange

Politicker

2

Channel Manager

It sounds like you're having issues with prioritization and organization. Everything can't be an emergency. There has to be some form of triage you have to do in order to structure your day-to-day activities. I use the Eisenhower principle.

Important and urgent
Important but not urgent
Not important but urgent
Not important and not urgent

Also, as the other suggested, protect your time and don't feel like blocking off an hour a day to do deep admin work.

CadenceCombat

Tycoon

2

Account Executive

Live by the calendar

Diablo

Politicker

1

Sr. AE

I like using Salesforce and calendar blocks with color codes

spaceman

Contributor

0

Sales

Yea, love that. Do you have any recurring time blocks that have been useful?

TechSalesQueen

Executive

1

Sr. Enterprise Account Executive

I have specific blocks for various prospecting activities. Time for updating sfdc. Time for doing my expenses. Time for follow up emails on open opps. Time for prepping before and following up after customer meetings. Time to literally check my email. Time to close my week out and organize my shit for the following week. And a major non-negotiatiable of mine is time blocked for lunch and micro breaks throughout the day that I refuse to give anyone permission to schedule over.

TechSalesQueen

Executive

0

Sr. Enterprise Account Executive

Also everything is color coded so I can take one look at my week and know if I’m spending too much or too little time in any area. Gluck!

coletrain

Politicker

1

Account Executive

Block off time on your calendar and use the Eisenhower Matrix to figure out what needs to be done by urgency and importance.

punishedlad

Tycoon

1

Business Development Team Lead

I basically just live and breathe in Outreach. I'm a bit obsessive about setting tasks for myself and scheduling them throughout the day, so I get alerted when I'm supposed to get something done.

TechSalesQueen

Executive

1

Sr. Enterprise Account Executive

Planning for the week ahead and blocking my time is important. Much more important though is learning to say no to non rev generating meeting requests. Or insisting on combining meetings or shortening them. People will fill your calendar until the company burns to the ground for stuff that doesn’t matter as much as you making the time needed to do your sales activities. Once you get good at saying no you’ll have the space to properly block off and manage your time.

FinanceEngineer

Politicker

0

Sr Director, sales and partnerships

You have to set up processes so you can weed out the noise. Create specific dashboards for what you care about and alerts for when things need to be done. Sales is: People, process, product in that order.

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