Sales strategy tools

There was a time when offering your prospects a free trial of your product was a value-add and a nice-to-have. But now, it has become an absolute necessity.

Unlike a demo video, a trial allows the prospects to actually use and interact with the product. They get to know the product better, feel its functionalities, and understand its advantages on a much deeper level. Free trials also give your salespeople an opportunity to see how prospects use your product and understand their use cases and requirements to provide them with a personalized experience.

This will help keep your brand on top of their minds. Your sales will only be as good as your salespeople. To see a steady uptick in your sales revenue, you need to invest in sales development and team building.

You can measure the benefits of sales training by comparing how productive your sales reps have become over a period of time. You need to see if your sales strategy delivers the expected return on your investment. After all, it must be a repeatable process that gets you results. So look at the various areas of your sales strategy and identify which sales tactics and channels help you close more business.

For example, for small business owner Stephen, perhaps free webinar invitations get more business than free blog posts. Then a possible alternative strategy here would be to use Facebook ads for marketing the webinars. Formulate new approaches to replace the ones that perform poorly. This way, you are able to get the most out of your sales strategy.

To qualify the right leads, a CRM scores them by assigning a particular value to each lead based on the likeliness of making a sale. The higher the score, the higher the chances of closing the deal. This enables your sales team to prioritize the readiest buyers. Freshsales allows you to score leads using a combination of factors that assess the quality of fit and the level of interest. In other words, leads that match your customer profile and engage with your company are given high scores and labeled as hot leads.

For example, the score increases when a lead opens emails, views a web page, clicks on links to your site, or chats with your salesperson or customer support team. These elements are usually found in a sales strategy template that you can get online. By the end, your sales team and you would be able to generate clear priorities, strong guidelines, and measurable outcomes that everyone understands and are fully-equipped to implement.

With your sales documents organized, you can launch sales campaigns with ease. Using a CRM software, you can design a workflow that lets you execute certain steps based on predetermined conditions. For example, you can put together a series of emails that you want to send to a prospect according to a predefined timeline or customer behavior.

Then, you can create steps such as email reminders or call reminders at an interval of three or four days, so you will never miss a follow-up with a prospect.

You can program these instructions ahead of time and watch your CRM take you one step closer to making a sale or closing a deal. It is in human nature to set goals and sprint towards them.

The same applies for sales as well. Without a clear goal in mind, sales teams are likely to lose momentum and motivation. A CRM software, being the single source of truth regarding all your prospects and sales activities, allows you to set goals for individuals and sales teams. You can set a deals goal, revenue goal, or both, and watch your sales teams grow your business like never before. Tracking the performance of your sales strategy is no easy feat, especially if this is something that you have to do manually.

It consumes time that could have been spent nurturing or closing a lead. You can easily automate this part of your operations with the help of a CRM software.

With a wealth of data at your fingertips, you can identify problem areas and make adjustments in your sales strategy. You can create custom reports on key sales metrics such as conversion rate, email open rate, and time to contact a lead. The CRM also generates sales cycle and velocity reports. This feature enables business owners and sales managers to determine the sales stage where you struggle the most so you can come up with an informed action plan. With the help of a CRM system , you can put your efforts and resources into leads who are very likely to buy from your business.

Get lead information from web forms, emails, and chat sans the manual work. Your sales scripts, email messages, and objection management templates should be accessible to your sales team. Even better if these documents are stored in one place and can be retrieved on mobile devices. The best CRMs in the market offer these features. They enable you to create, save, and access sales templates using desktop and mobile devices.

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Read about how we use cookies in our Privacy Notice. Our Cookie Policy provides information about managing cookie settings. Creating a Winning Sales Strategy - What, Why, and How with Examples A sales strategy is a concrete, step-by-step plan formulated to position and sell a product or service to generate on-going and incremental revenue. Free Sales Strategy Template. In this page, we explore everything you need to know about a sales strategy, including: What is a sales strategy Why do you need a sales strategy Types of sales strategy Keys to developing a sales strategy.

How to build a sales strategy Best practices for a sturdy sales strategy Optimizing sales strategies with CRM. What is a sales strategy? Why is it important to have a sales strategy?

Types of sales strategies An organization may adopt two types of sales strategies—inbound sales, and outbound sales. Inbound sales strategies Inbound methods involve attracting prospects to your website. Outbound sales strategies While inbound sales strategies attract the right customers interested in your product, these might not always bring enough to increase your revenue.

Read on as we discuss how to build a sales strategy in detail. Related Article: Lead Generation Learn what lead generation is all about, how you can apply it, and where lead management fits in Learn more. Keys to developing a sales strategy plan Every business is unique.

Revenue goals Your revenue goals must be aligned with your company vision. Ideal customer profile Gone are the days when you can identify your customers through demographics, interests, associations, and so on. Budget Sales strategy involves various activities such as the tools and software for salespeople and the training they would need to be able to sell more and efficiently.

Here is a 7-step process to build a successful sales strategy: 1. Highlight risks and opportunities Next, analyze the situation of your current position. Download our sales strategy template With a sales strategy in place, you are now ready to break down your plan into bite-size steps.

This enables you and your sales team to execute and move forward every single day. It helps businesses grow their sales by tapping into a cloud-based, virtual sales force. Salesfolks enables businesses to bolt on additional sales help completely risk-free. The model is pay-for-performance, so you only invest when your on-demand sales team delivers new leads, referrals and signed sales.

Skype has been around since and remains a dependable and easy-to-use service for reaching and communicating with your prospects. Operating under a freemium model, Skype offers instant messaging, video conferencing, screen sharing, and voice call services over the Internet.

Users have the ability to exchange digital documents such as contracts, brochures, images and videos. Sometimes communicating effectively and communicating efficiently are one and the same. When reps can quickly get valuable face time with prospects using video conferences, their ability to build rapport and close deals increases dramatically. Zoom has evolved to offer more than just video conferencing, though. The platform is also effective for online meetings with remote or distributed teams, chat, mobile communications for reps who are on the road, and even webinars.

While marketed as a partner sales acceleration platform, Allbound offers a lot more in many areas. You can use it to organize and manage all your sales and marketing content — from campaigns to training modules — in just one lively place. Your reseller reps can use it to create hyper-personalized landing pages for each prospect, hiking the quality and outcome of each engagement.

Bit is a modern-day collaboration tool that empowers sales teams to make marketing and advertising materials while collaborating in a common workplace. The sales team can create, customize, collaborate and share sales proposals, sales decks, and client-facing material. A great feature of Bit is the ability to receive notifications whenever a client or prospect views your sales proposal.

You get engagement metrics like how much time did they spend on your document, how far they scrolled and how often they returned to the documents you shared. Keep your sales team sharp with top-notch training and coaching resources to hike productivity and outsell competition. Use BrainShark to create on-demand training tracks that quicken their learning journey every step of the way — from onboarding to leadership. ClearSlide is a full-stack sales engagement service covering content management, analytics and smart messaging.

Use ClearSlide to ramp up the quality and impact of your emails, conferences, presentations, and other engagements. Persuade your customers and prospects with the most compelling content. Motivate and train your team with the most effective and inspirational learning modules.

Conga streamlines your contract management process, freeing up more valuable time for direct customer engagement. Re-imagine the way your team handles reports, contracts, and other documents. The way you communicate your brand and articulate the benefits of your product matter. But so does the behavioral state of your target audience at the moment of engagement.

Consensus provides insight on how your prospect perceives or responds to your messaging so you can align the conversation appropriately even before you engage a lead. More than this, Consensus lets you deliver personalized videos and documents that are highly relevant to your audience. Equip your sales team with a centralized content management, tracking, and presentation solution designed specifically for sales professionals. Providing an on-demand and always up-to-date content library, DocSend enables your team to engage clients more effectively.

By initiating the right conversation at the right time with the right prospects, DocSend helps your team to close more deals faster. Deliver the impact of account-based content marketing to your sales operations. Enable your sales team to deploy account-specific content and execute campaigns designed for maximum conversion rate for the targeted account. Leverage native analytics and behavioral triggers to nurture leads across the buyer journey.

Knowledge is power, but only if you have the right one at the right time. Guru makes everyone on the team smarter by equipping them with relevant knowledge and resources they need at any point of the sales process. Prezi is a formidable alternative to presentation titans PowerPoint and Keynote. Its enterprise variant, Prezi Business uses HTML5 technology and robust collaboration features to compel your audience with adept visual storytelling across multiple devices. It also comes with live leaderboard analytics, commenting support, and powerful design customization features.

The best pitch you have is the long list of satisfied customers in your corner. RO Innovation helps your team tap the power of customer feedback and other sales enablement assets to propel win rates and hike revenue. Integrate RO Innovation with your CRM and other inside sales tools to give prospects quick access to relevant customer reference and success stories of existing clients. When words and static images prove inadequate, use videos to get prospects focused on your message. Purpose-built for selling, Videolicious enables marketers and sales professionals to quickly and easily create, edit and share compelling videos with customers at any point in the pipeline.

Unlock new opportunities by igniting interest among existing accounts. Images can sometimes drive the message home a lot better than words. Use Vidyard to strategically deploy videos in your sales process. When you get to inform, educate and delight leads better, you also get a better shot at closing deals and increasing revenue.

Few things can beat the sense of accomplishment at getting a big and challenging prospect to buy your product. In most cases though, verbal confirmation hardly counts until the new client actually signs a contract. Good thing contract management services like Adobe Sign are there to facilitate the binding agreement between your business and a new customer. Use Adobe Sign to create, transmit, sign, and manage forms, agreements and contracts anytime, anywhere and on any device.

Better Proposals lets you easily create, manage and send beautiful business proposals. Using their intuitive editor, you can create web-based proposals that look great on any device. The tool integrates with all major payment processors and it has electronic signatures, allowing clients to sign and pay directly from the proposal. A free and easy-to-use cloud-based contract management service, Concord helps individuals and companies create, negotiate, sign and manage contracts.

Concord offers unlimited online contract storage and has decent collaboration and document tracking features. DealHub brings B2B buyers and sellers together in a single on-brand digital DealRoom which incorporates CPQ, CLM, subscription management, eSign technology, and everything else needed to close new and existing business. Generate a personalized quote and DealRoom within minutes after asking a specific set of questions during the beginning of the sales cycle and continue to get real-time buyer insights throughout.

Contracts evolve over time. Signatories from different parties typically would want to mutually modify the terms of agreement amid changes in their relationships or in conditions relevant to the contract. DocuSign makes this back and forth collaboration easier and faster to conduct and complete. The service also integrates well with most CRMs and other business solutions.

GetAccept automates your deal signing process by combining document tracking, e-signing, and automated email follow-ups into a single platform. Similar to marketing automation tools, the service comes with a clean dashboard that lets you see how deals are progressing across your business and which actions you need to take to accelerate the process.

The service is free for individuals and comes at comparatively affordable prices for small to enterprise-scale businesses. HelloSign takes all your paperwork into the cloud via a simple, clean and intuitive UI.

You can get it customized based on your workflow and integrated with your CRM, email platform and other business software for sales. Proposify makes it easy to manage sales documents of all kinds: proposals, quotes, and contracts. Reps can build documents using templates, easily dropping in customized images, snippets of text, and numbers.

Proposify also lets salespeople communicate with buyers on the details of each item directly within the documents, to make review and revisions a breeze. Qvidian is a proposal automation solution that significantly cuts the time it takes for customers to create an RFP, for your team to submit a winning proposal, and for everyone to sign an agreement.

Organize all your content in a single accessible library. Get legally-binding online signatures on any document, from anywhere, using any device. Just upload your documents or create new ones with free templates, place online signing fields and send them to your signees. SpringCM automates your document cycle, establishing a high degree of control, visibility, and security for your contracts, presentations, and other content.

Simplify your documentation process creation, review, tracking, sign-off, storage, compliance, etc. Agile CRM is a powerful tool for any small business struggling to manage the time and resources necessary to build effective sales and marketing processes. Featuring easy integration with the most popular email platforms, support and customer service software, phone and conference bridges, billing plugins, social media networks, and more Agile leverages the tools you need on one easy-to-use platform.

Built specifically for small businesses, Agile offers effective solutions for sales, marketing, and process automation, as well as customer support, contact management, and even project management.

Airtable is a CRM, and a lot more. But even for businesses that need an out of the box solution, Airtable works: they offer many pre-built Airtable templates, including one for a sales CRM. Apptivo is a cloud-based enterprise resource planning solution that has earned accolades and won awards for its comparative flexibility and affordability. In addition to its CRM feature, Apptivo also provides invoicing, sales reporting and project management services. It runs on a freemium model.

Inside sales teams can increase productivity by uniting all their sales communications in one place. This CRM comes with built-in calling, emailing, and SMS, plus powerful search and filter functions that make it easy for your reps to follow up with the right leads at the right time.

The reporting features give you a glance of both the activity and performance of individual reps and your overall sales team, while enabling you to dig deep into the data to find insights that matter. A powerful API enables you to automate and connect Close. Copper is just right for avid users of G Suite, since it integrates directly with all your most beloved Google Apps.

That means you have the power of a full-featured CRM right in the familiar environment of Gmail, and a simple deal workflow management view. Unlike complex CRMs, Copper can easily be learned and optimized by anyone who uses email. Copper has the automation, analytics, and machine learning capabilities of other CRMs in the market.

Contactually is a solution purpose-built for the real estate industry. Agents and brokerages get features that address their specific needs. For instance, it offers agents the ability to identify and stay connected with contacts in their network, to drive referrals. Link your customer data with your email platform to quicken and enhance interactions. Organize your contacts to establish lead priorities and maintain long-lasting relationships with clients.

Stay motivated and accountable to your own priorities with a dashboard that keeps the biggest, most pressing opportunities front-and-center. It picks up from where traditional CRMs left off by taking down artificial barriers between human and digital channels, enabling omni-channel customer interactions within a unified platform.

Unlike traditional CRMs being perceived as mindless data-entry by your sales team, Membrain converts your sales strategy into visual workflows that are easy to understand.

As a sales enablement CRM, Membrain helps salespeople to focus on the right prospects and opportunities and sell more confidently, from the first contact to close. If your organization operates in a complex B2B selling environment, with longer sales cycles and multiple stakeholders, Membrain is the CRM for you.

Streamline your operations with a CRM purpose-built to ramp up performance and accelerate the sales process. Freshsales uses AI, automation, and other features to make it easier for your team to refresh pipelines, communicate with prospects, prioritize leads, make meaningful conversations, analyze customer behavior, and close maximum-value deals.

Use Freshsales to upgrade your contact management, lead scoring, email tracking, and territory management process. HubSpot CRM was built from the ground up to be ready for the modern world. Intuitive and automatic where other systems are complicated and manual, HubSpot CRM takes care of all the little details — logging emails, recording calls, and managing your data — freeing up valuable selling time in the process.

It regularly ranks as one of the best CRM software products for small businesses. Infusionsoft is the flexible but powerful CRM for small businesses. This sales and marketing platform enables teams to grow pipelines, qualify leads, deploy email marketing campaigns, automate tedious tasks such as follow-ups and invoicing, manage selling activities and centralize customer interactions.

Use Infusionsoft to get everyone on the same page, achieve higher performance, and improve win rates. Available via a freemium model, Insightly is an affordable CRM option for solopreneurs and very small teams. For its pricing, ease of use, decent feature set and platform integrations, Insightly earned awards from channels such as Business News Daily.

In addition to core CRM functions, Insightly has a native project management support as well as a mobile and social media component. Messagely is a powerful, all-in-one customer support solution that helps you take care of all of your customer communication needs from just one platform.

It comes with a powerful live chat that lets you connect with your users as they browse your website, as well as creating tickets, sending targeted messages, and collecting customer information.

This enterprise-scale application is available on the cloud, on-premises, or a combination of both. Combining enterprise resource planning ERP , accounting and CRM functionalities, NetSuite enables managers to extract data-driven insights for strategy formulation while equipping sales teams with tools that improve productivity.

You can use NetSuite to make forecasts, upsell and manage compensation and incentives systems. As its name suggests, this CRM solution visualizes your pipeline and shows you which activities you need to perform to move leads forward and get more deals closed.

Pipedrive is highly customizable and can be integrated with many other tools in your sales stack. Pipeliner is a visually intuitive CRM solution that provides instant visibility and intelligence on key metrics and data.

Designed with a drag-and-drop pipeline UI, this graphical CRM can generate one-click reports, comprehensive charts, and a quick view of your sales performance featuring metrics such as deals created, deals lost, deals converted, and the respective values of lost and won deals. Salesforce is great but it takes a while to keep it always up-to-date. Saves a ton of time, propels team productivity, and helps you focus on closing more deals. Salesflare is the perfect CRM for any small B2B business that wants to make more sales with less work.

The CRM fills out itself, by synchronizing with your email, calendar, phone, social media, … and organizes all this data for you. Its email integration is unrivaled. Start making sales simpler.

Setting it up only takes minutes. The dominant player in the space, Salesforce basically sets the standard for all things CRM. Salesforce has a robust range of functionalities, allows a high degree of customization, and supports collaboration. It integrates well with other apps and services and inspires a thriving third-party ecosystem.

The Salesforce dashboard is among the most useful tools among sales and marketing professionals. The only drawback is its relatively steep pricing. For even more helpful tips, head to the Salesforce article here. Sellsy is a full-featured CRM that eliminates the need for multiple sales prospecting tools to cover different aspects of your sales operations. From prospecting to invoicing, Sellsy helps you manage every element in your workflow, including email campaigns, e-commerce, and project management.

The platform also provides sales and marketing intelligence to help you make smarter business decisions and achieve higher conversion rates.

Built on AWS, Sunshine is an open platform with enough flexibility to accept customer information regardless of the source. Zoho offers a ton of features at a very affordable price. It has goodies for email marketing, customer service, lead generation, and reporting. It also offers intelligent daily forecasting and collaboration tools all infused with data enriched insights about buyers, opportunity odds, and useful connectors to accelerate sales cycles.

Underlying all of the functionality Collective[i] offers is one of the largest networks of B2B transactional data.

Autoklose is a sales engagement platform that offers email automation and B2B data all-in-one. It helps you target the right prospects by utilizing a huge database packed with clean, verified B2B leads. You can then engage your prospects by sending out sequences of highly personalized emails at scale, fine-tuning your campaigns in real-time, and automating your outreach and sales process.

However, it does more than just find their email address. It also finds their phone numbers and social media profiles. EmailAnalytics is an email productivity analytics tool that connects to your Gmail or G Suite account and visualizes your email activity — or that of your employees.

This enables sales teams, customer service teams, and small business owners to measure essential KPIs like average email response time, email traffic by hour of the day, email traffic volume by day of the week, and much more. Based on Gmail, Mixmax is a productivity app for any customer-facing team. Focused on finding efficiency in repetitive email tasks, Mixmax lets reps see who viewed each email and when, schedule meetings right from messages, schedule messages to send later, and add templated messages with one click.

Previously known as SenderGen, Opensense helps sellers use build pipeline, stay memorable and keep prospects informed using customized email signatures.

Sales teams can insert hyper-personalized banners into their emails to ensure the entire message even the signature does the job of selling.

Get all the content, data, and insight from your CRM right inside the convenience and familiarity of your inbox.

ZynBit is a powerful add-on for Gmail and Outlook that channels critical information from Salesforce. That means you can organize and plan all your customer engagement in the comfort of your email, simplifying your workflow and raising your productivity.

Turbo-charge your lead management process. Apollo enables your team to scientifically determine your ideal customer persona and find real-world decision-makers who fit the profile.

Once the platform infuses your pipeline with new qualified leads, Apollo immediately toggles your team to full engagement mode, accelerating your topline performance. ClickPoint is a lead management software purpose-built for sales managers. Use ClickPoint to instantly prioritize and route leads, reduce closing times and generate sales activity reports.

Match your best salespeople with the most challenging and valuable leads. Your sales performance depends heavily on how your lead pipeline grows and flows. Increase revenue by accelerating your prospecting activities. Adopt smart practices that go beyond contact information and into deep analytics to sift through oceans of data and identify buyer personas most likely to engage your brand.

Cognism uses automation and machine learning to get you to the right customers faster. Harness the link between conversation and conversion rates. Conversica is an AI-driven sales tool that automates, streamlines and upscales your lead contact and qualification process. Deploying Conversica is like hiring a group of sales reps — at a fraction of the cost — who will tirelessly chase and nurture leads The Conversica sales assistant will relentlessly but smartly continue to engage customers using natural language until they are ready for human sales professionals to come in and close the deal.

Not all companies in the market fit your ideal customer profile. Using machine learning to sift through thousands of data sources, DataFox identifies new prospects who are likely to respond positively to your message. Enable your reps to accelerate their pipelines, initiate meaningful conversations, and unlock new opportunities.

Drive revenue growth by managing your opportunities better. DealSheet extends the capabilities of your CRM, helping your team qualify, manage and close leads better. DealSheet also tracks the metrics sales leaders need to train and coach their team more effectively.

Prospecting can be a tedious process. Worse, doing it manually can take up an entire day and still leave you with a trickle of low-quality leads whose likelihood of opting in is not very bright. Fortunately, DealSignal automatically generates a list of prospects, leads and relevant intel on demand so you can focus on scheduling meetups, polishing your pitch and closing deals. Dooly brings your most important sales and marketing content to your reps when they need it most—during their sales meetings.

You started a conversation with your prospect in email. Continue that conversation via chat when the prospect visits your site. Drift gives sales teams the ability to link email and on-site chat, sending personalized messages and sequences across platforms. Drift also uses bots to quickly qualify website visitors, and route them to the right person to begin a sales conversation — all on the website. Fileboard enables sales teams to improve performance by tracking engagement activities such as presentations, email campaigns, and live meetings.

Use Fileboard to accelerate your workflow, ramp up the pipeline with new qualified leads, and drive sales activities with more customer meetings. Growbots automates the entire outbound sales process to help you generate and tap new sales opportunities from a database of more than million decision makers.

Use Growbots to create an ideal customer profile and automatically get a list of screened prospects that fit your criteria. You can then automate and execute an email campaign for warm leads and get closer to your sales goals. Growbot is intuitive and customizable. Growlabs combines B2B lead generation with outbound sales communication to identify, engage and convert leads, at scale. Growlabs machine-learning algorithms determine when to send emails and follow-ups and pass new qualified leads directly to sales reps.

Hubspot offers an array of services ranging from free online analytics tools to a full-featured CRM. However, the company is best known for its set of inbound marketing tools that help brands hike customer reach and engagement. Use Hubspot to glean data-driven insight on how to build and optimize your lead generation campaigns. Having a powerful tool stack for your sales team is a valuable strategic advantage.

How to overcome this challenge: Good communication between the sales and marketing team is the key towards getting quality leads. Ask your management to set up meetings between the two departments and share your concerns with them, try to make them understand your requirement and work along.

Unlike outside sales, which generally consists of a change of scenery and work environment very often, inside sales job can be a bit monotonous, since you have to work in the same office, with the same people every day. In such a situation, it often happens that inside sales reps may lose motivation and get distracted by certain factors mentioned in the second point. This way, you will have something new to do every day and can adapt accordingly. Okay, accept that the clients have already become immune to the ordinary, so-called personalized emails, that only include their first names for the personalization.

Many inside sales reps fail to come up with new ideas to implement personalization in their client interactions. How to overcome this challenge: Get automation to your aid and optimize your emails and texts. From marketing to support, email has been an enormous tool.

The marketing team drives various campaigns to find possible customers, and the inside sales team connects with them to make sure they fit their product. Rather, their product fits these prospects. In outside sales, customers prefer to meet in office hours only.

While emails have no boundaries. Inside sales professionals can reach prospects at any time. Now that emails are on mobile too, it has become extremely convenient to reach prospects. I mean, back then, people used to cold call to ask if prospects are available in the office so then can chat face-to-face.

Ever since business VoIPs are introduced, businesses are becoming global without leaving their offices. You can make business calls from native to any country you like by simply having virtual phone numbers. Virtual phone systems offer great comfort to businesses to reach overseas customers and expand their business.

With CRM like Salesmate, you can have an entire virtual phone system built-into your system. Calls and emails are certainly missing an important element — visuals. In the last few years, video conferencing has become an enormous hit. As I said, businesses have grown to be global, the tools have also been modernized.

For inside sales representatives, video conferencing tools like Zoom, GoToMeeting, or Adobe Connect have been a great help. Reps can virtually give demos to their prospects and explain how their product works with screen sharing.

This is the easiest way to make sure your prospects understand the products thoroughly. Before taking those phone client calls, you MUST make sure you know the product very well. Big deal! The prospect is not going to come back to understand your product again.

To save yourself from this massacre, you must take a solid training. Use every single feature of your system to understand how everything works. Ask questions to your superior about various scenarios and how your product can help. By simply designing personas, you can assign prospects with an imaginary figure.

You must understand these personas before you assign them with real prospects. Personas are imaginary customers with a specific set of problems. And your product features must be able to solve these problems. The biggest benefit of creating such personas is to help yourself pitch the right features.

For example, Salesmate offers a lot of cool features to small businesses. In some cases, businesses are in need of a phone system and want to manage their customer data. Once we identify that, our prime focus is to show them how they can use built-in calling and manage data inside the same system.

In other cases, businesses want to manage multiple pipelines, or manage contacts, or use email sequences. We have made a set of personas for ourselves that help us showcase the right set of features and help them pick the right plan.

The better approach is to create templates that can be used multiple times. The idea is to create personalized templates for the initial conversation to save time and energy. Besides just names, give some time in designing a catchy subject line and meaningful content. You might want to check out this short guide on the best sales email templates. Rather than feeding data manually in CRM, use smart integrations that bring your data to the system. This will save you a lot of time and you can focus on the right things.

Recently, Salesmate conducted a study on the best day and time to make a sales call.