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Building an Effective and Efficient Sales Workforce in the New Normal

NL

Nana Luz

6 mins
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TL;DR

The pandemic has resulted in a seismic shift in the buying processes of companies. The customer experience across multiple touch points for various digital channels has replaced the in-person sales interactions. Every salesforce needs a variety of tools to connect with prospects digitally.

The pandemic has resulted in a seismic shift in the buying processes of companies. The customer experience across multiple touch points for various digital channels has replaced the in-person sales interactions. Sales professionals have to transform themselves and learn new skill sets to be effective and efficient in this scenario.

Also, the digital way of selling is here to stay and is more of a permanent change. Therefore, it would be better for businesses to take the steps listed below to ensure that you remain relevant in the post-pandemic scenario.

1. Have the right set of tools

A remote sales team needs video conferencing, round-the-clock access to sales documents, and tools that let them reach prospects digitally.

Every salesforce needs a variety of tools to connect with prospects digitally. They need video conferencing platforms, 24*7 accesses to critical sales documents, tools to collaborate with internal team members, etc. The company will have to invest in providing these digital tools to sales professionals to ensure that they are able to sell digitally without any hindrances or obstacles.

Also, sales personnel need understand that customers are also trying hard to navigate a challenging post-pandemic period. They all are in the same boat. Showing empathy towards your customers will be a great way to connect with them.

2. Up skill your Salesforce

Buying the tools is not enough. The team has to be trained to use them, or the investment sits idle.

Building an Effective and Efficient Sales Workforce in the New Normal

Once the tools are available, the company should ensure that the sales team members can use these tools effectively. If they are not comfortable using them, arrange training sessions for them.

In-person interactions provide an opportunity for sales personnel to build rapport with different stakeholders. They will have to work out ways to keep customers engaged and build a rapport with them through digital channels.

Research conducted by McKinsey & Company reported that traditional interactions between the sales personnel and buyers have reduced by 52%. It also mentions that interactions through video conferencing have increased by 41%, live chat interactions have increased by 23% post-pandemic.

Sales personnel have to now learn to connect digitally with clients in order to be more effective and efficient. They will have to learn new-age sales skills like selling through social media, CRMs, online research skills, sales automation, etc.

Companies should provide adequate support to help the sales team master these skills. If required, hire experts to train for the same.

3. Use ERP

Many businesses still track customer data in spreadsheets when an ERP or CRM would hold it properly.

It is surprising that even today, many businesses use excel sheets to capture and monitor customer data. There are far better options available like ERPs and CRMs. In fact, new-age cloud-based ERPs / CRMs like Oracle NetSuite are designed to allow sales personnel to access customer data anywhere, anytime, and from any device. This helps reduce human errors. The system is highly secure preventing lead leakages.

Also, in case of a distributed workforce, sales leaders can easily track their team’s activities through these platforms and provide guidance when necessary.

In case you are using legacy systems, or finding it difficult to track huge volumes of data, leads and sales activities digitally, consider migrating to new-age platforms like Oracle NetSuite. They have numerous benefits to offer. Investing in such platforms will go a long way in helping companies provide a better customer experience at multiple touch-points, especially if they have an Omnichannel presence across different locations.

4. Use modern technology-based platforms

Platforms built on artificial intelligence and machine learning add capability that manual processes cannot match.

Another critical aspect is to adopt advanced platforms available in the market. These platforms use modern technologies like artificial intelligence, machine learning, and business automation. These tools also allow users to automate repetitive tasks.

Business automation platforms help improve employee productivity, focus on innovation and create a positive impact on the overall functioning of the business. Automation enables employees work on more important business aspects and hence improves their overall efficiency and productivity.

5. Data-driven approach

Digital selling generates data, and tracking that activity turns it into decisions rather than noise.

The reliance on digital selling processes will result in data generation. There are various platforms that can track user activities online, provide social media insights about user segments; analyze customer behavior online, etc. 

These platforms help provide real-time data to users and provide actionable insights that help them sell effectively. They also assist sales personnel to conduct predictive analysis, prioritize customer communications and manage their funnel more efficiently.

Sales personnel have to learn to utilize this data to their advantage and make better-informed, data-based decisions to be more productive in their work.

If you, as a business, want to adopt the best technology solutions to support your salesforce and boost your revenue, get in touch with our experts at Softype. Our team will help you identify the solution that best fits your needs. You can also view a demo of the same.

Softype is a global provider of cloud business automation solutions and an experienced enterprise consulting provider to medium and large enterprises. With offices in the US, Philippines, India, and Kenya and remote delivery and support capabilities, our friendly experts provide Softype clients with the help they need, no matter their geography.

Softype combines practical solutions with expert service, thus maximizing our clients’ investments in their business automation solutions. We have friendly experts who can help guide your team through its digital transformation. From mutual discovery to understanding your requirements and implementing the solution, we will support you every step of the way.

For further information, please contact us here. You can also reach out to us at info@softype.com or call us at +1 650 488 4412 (Global), +63 967 429 9575 (Philippines), +91 22 4616 3839 (India), +254 720 940 174 (Africa), and +61 452 183 613 (Australia).

Key Takeaways

  • Every salesforce needs a variety of tools to connect with prospects digitally.

  • Once the tools are available, the company should ensure that the sales team members can use these tools effectively.

  • It is surprising that even today, many businesses use excel sheets to capture and monitor customer data.

  • Another critical aspect is to adopt advanced platforms available in the market.

  • The reliance on digital selling processes will result in data generation.

Frequently Asked Questions

What is up skill your Salesforce?

Once the tools are available, the company should ensure that the sales team members can use these tools effectively. If they are not comfortable using them, arrange training sessions for them. In-person interactions provide an opportunity for sales personnel to build rapport with different stakeholders.

What is use ERP?

It is surprising that even today, many businesses use excel sheets to capture and monitor customer data. There are far better options available like ERPs and CRMs. In fact, new-age cloud-based ERPs / CRMs like Oracle NetSuite are designed to allow sales personnel to access customer data anywhere, anytime, and from any device.

What are use modern technology-based platforms?

Another critical aspect is to adopt advanced platforms available in the market. These platforms use modern technologies like artificial intelligence, machine learning, and business automation. These tools also allow users to automate repetitive tasks.

What is data-driven approach?

The reliance on digital selling processes will result in data generation. There are various platforms that can track user activities online, provide social media insights about user segments; analyze customer behavior online, etc. These platforms help provide real-time data to users and provide actionable insights that help them sell effectively.

Further Reading

These published sources cover the detail behind the points above:

  • Oracle NetSuite CRM and SFA documentation

  • Oracle NetSuite ERP documentation

Related Posts

  • NetSuite vs Salesforce: When You Need ERP Beyond CRM

  • NetSuite CRM: Features, Integration & How It Differs from Salesforce

  • NetSuite Demo Checklist: What to Ask Your Sales Rep

How Softype Helps

Softype is an Oracle NetSuite solution provider with more than 25 years of experience and over 600 implementations. Our team sets NetSuite up around how your business already runs, then stays on to tune it as you grow. To see what that looks like for your own numbers, book a meeting with our team.

Profile photo of Nana Luz

Nana Luz

Nana co-founded Softype in Palo Alto more than 25 years ago and has since helped shape ERP programs for 500+ companies across North America, Southeast Asia, South Asia, and Sub-Sah…
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