Align with marketing
Posted: Thu Mar 27, 2025 6:42 am
Here are some proven strategies.
Improve your onboarding process: if your reps are struggling to move opportunities through the sales process, adjusting your day-one training can help. For instance, if your data shows that many reps aren’t hooking leads in the discovery call phase, you can focus on successful tactics in that onboarding session and provide additional coaching so that more of their deals advance past that initial phase.
talk about closed-lost outcomes with your marketing team. If you determine that opportunities from a particular channel are lower quality because they haven’t produced any closed-won deals, share this data with your team. This provides transparency and helps to motivate your team.
Make it automatic: set up your crm to automate workflows and sales processes. With this new free time, your team can focus on building relationships and perfecting sales techniques.
Get analytical: accurately forecast and understand deal trends with student data sales analytics. Once you understand these pipeline insights, you’ll predict business outcomes with confidence, close faster, and grow revenue.
Identify coachable moments: boost individual or group performance to fill skill gaps that are highlighted by data analysis. For example, if a rep’s opportunities are flagged as closed-lost at the same stage of the sales process, conversation intelligence insights might reveal a weak closing strategy. Once identified, you can tailor a coaching plan to help the rep improve and close more deals in the future.
Switch up your strategy: when all else fails, try a new sales strategy. Use ai-gathered data to determine where adjustments are needed, zero in on a specific stage underperforming in the sales cycle, and try a different approach.
Improve your onboarding process: if your reps are struggling to move opportunities through the sales process, adjusting your day-one training can help. For instance, if your data shows that many reps aren’t hooking leads in the discovery call phase, you can focus on successful tactics in that onboarding session and provide additional coaching so that more of their deals advance past that initial phase.
talk about closed-lost outcomes with your marketing team. If you determine that opportunities from a particular channel are lower quality because they haven’t produced any closed-won deals, share this data with your team. This provides transparency and helps to motivate your team.
Make it automatic: set up your crm to automate workflows and sales processes. With this new free time, your team can focus on building relationships and perfecting sales techniques.
Get analytical: accurately forecast and understand deal trends with student data sales analytics. Once you understand these pipeline insights, you’ll predict business outcomes with confidence, close faster, and grow revenue.
Identify coachable moments: boost individual or group performance to fill skill gaps that are highlighted by data analysis. For example, if a rep’s opportunities are flagged as closed-lost at the same stage of the sales process, conversation intelligence insights might reveal a weak closing strategy. Once identified, you can tailor a coaching plan to help the rep improve and close more deals in the future.
Switch up your strategy: when all else fails, try a new sales strategy. Use ai-gathered data to determine where adjustments are needed, zero in on a specific stage underperforming in the sales cycle, and try a different approach.