How to Nail your Sales Presentation using EzTask?

When it comes to building an effective sales presentation, no one-size-fits-all sales deck exists.Every sales presentation you deliver to a prospect should be personalized and tailored just for them. Successful selling today is about establishing yourself as a trusted advisor. High-performing sellers close more deals by focusing on their prospects, rather than their products. 

Step 1: Research the company and your contact 

First, consult your EzTask CRM platform. Find other accounts from the prospect’s industry and see what their customer journeys looked like. Their client information and case history will help you learn what products and services they use most. The information in your CRM platform can give you very good insights and tips that will help you win deals. Also,have a look  at the sales pipeline for that particular industry. EzTask CRM is a tool specifically used by sales people to sell effectively and bag more number of deals. 

Step 2: Prepare for your sales presentation 

A Sales person should present himself as a trusted advisor, not just a company representative. Look for ways to create a communication with the customer and share how you can help their company work more efficiently and solve the challenges holding them back.   

Step 3: Prioritize the follow-up just as much as the presentation

The final piece of your sales presentation is a well-planned follow-up, and it’s just as important as the presentation itself. The most effective follow-up format will depend on your prospect, their needs, and how they best retain information. You may follow up by:

  • Emailing your slide deck and asking to schedule a follow-up call. 
  • Scheduling follow-up emails to reiterate key points in your presentation.
  • Preparing personalized content that highlights the main points from your sales presentation and includes videos of products in action, testimonials, or other helpful collateral. 
  • Sending an additional resource about a topic they mentioned during your meeting, whether it pertained to your presentation or not. 

 The heart of a great sales presentation is the relationship between you and your customer, and that’s built on unique insights focused on your potential customer’s challenges and needs.

What are the essential Skills A Sales Head MUST have?

As a sales person of an organization, your job is to provide your team with the tools and support they need to close deals and grow revenue. A Sales Head must hone these skills, which will make your team better understand how to build strong customer relationships and close deals. Every sales person needs to be able to:

  • Hire and retain the right sales team – For sales managers, recruiting is the most important thing you do. The best sales person can be an asset for your company, but they can be hard to find. Here are some tips to get going on hiring the right sales team member –
    • Create an ideal candidate profile before you hire
    • Remember that degrees and experience are only part of the package
    • Highlight your business as a desirable employer.
  • Focus on performance management – The Sales Head is responsible for supporting his sales team with goals, coaching, and resources while maintaining an authentic interest in their personal growth. Performance management is what makes this growth happen. And for sure is a person that help to create environmentally-friendly. You should follow a 3 pronged approach for the same –
    • Plan with your salespeople to create expectations around performance and tailor individual growth
    • Check in – Schedule conversations with your salespeople to discuss what steps have been taken and how performance has been affected. 
    • Review the progress made by the sales tea, regularly
  • Learn how to coach effectively – Sales training focuses on sales methodologies and product knowledge. Whereas, sales coaching is encouraging behaviors that drive long-term success among your team members. It is imperative to understand each person’s needs and potential, and then create a dynamic coaching plan designed for their individual strengths and weaknesses.
  • Rethink their approach to leadership – Being an effective sales team leader means understanding your true role as a leader. The Sales Head’s role is to empower his team and provide them with the tools and resources they need to succeed. This means ensuring he understands where their strengths lie and helping them improve their areas of weakness.

Why CRM? What is it’s importance for Small & Medium Enterprises?

Increase your sales using ezTask.io

In today’s challenging times, every small business entity is looking to increase sales with the limited staff they have, and the main challenges they face in doing so in these testing times are:

  • Get more leads online
  • Know which leads are good
  • Keep a measure of what salespeople are doing.
  • Know why the leads do not buy
  • How to get old leads to come in picture again.
  • Forecast the quarterly sales.

Till date, many businesses are working with excel sheets and it works ok as per them. Many SME’s have this ideology of not buying a CRM, because the term itself is confusing because it does so many other things than managing customer relationships. But it was not invented to do multiple things, considering the modern-day business challenges, it evolved to do so many things that the definition is changing constantly.

The biggest problem small business face is the lack of resources (time, money and staff), the best CRM would be the one which still helps you win and retain customers with the limited resources by –

  • Easy to operate to compensate for lack of time.
  • Less training duration.
  • Cost effective to compensate for lack of money
  • Supports multi functionality to compensate for lack of staff
  • Data-driven decision making to plan take necessary measures

EzTask is the next-gen Intelligent Sales Lead Assistant to address all the challenges SMEs are facing in terms of increasing their revenue, managing their sales team members.

Email us at sales@eztask.io now to get a glimpse of EzTask that can help grow your business rapidly.

Why you should avoid excel sheet for sales activities

Hand pick red man of Social Network

Its a common practice among sales team to use excel sheet to manage all sales related activities. Excel is a very nice tool, it provides lots of inbuilt features and powerful macro to help in complex and frequent calculations. Early days, there was no alternative to excel for doing sales activities. But it was made for one purpose: managing numbers. Using it to do anything beyond this capacity like as a sales automation tool for managing sales well, with all the other options out there, Excel just isn’t the answer, and it can brings a lot of problems with new businesses.

If you are using excel as a Customer Relationship management tool then I would request to look at following points, please ensure its not hurting you and your business than the help you are getting by using excel as sales automation tool.

Excel is not secure: First of all excel is not secure. If you are a sales leader then you must be knowing how important it is to keep your estimation secret and not to share with your team. A company’s financial information shouldn’t be visible to just anyone who works there—there needs to be measures in place to secure this data to only a select few employees to prevent it from getting leaked. You can though password protect an excel sheet, but you cant share with anybody and all it takes is your password to get insight of your sensitive sales data.

At the same time also you need to share portion of your sales data with your team, that means you cannot password protect your whole excel document. You need to maintain multiple excel sheet.

And imagine how much work it needs for a medium sized team.

Excel is not scalable: Your customer base keeps increasing day by day, so it’s important they’re well taken care of. If your company’s just starting out, then sure, you may be able to get away with using Excel to organize lead and customer details and sales data. Once you start adding more customers and salespeople to the equation, however, your Excel tracking system will get messy, fast. Messy data means it’ll be harder to effectively take care your prospects, inevitably leading to lost sales.

Excel can’t contain all your data: Your data is spread out throughout your emails, your computer (which you’ve been meaning to organize), physical sheets of paper scattered around the office. Wouldn’t it be nice if all this data was in one place?

You could try consolidating it all into a spreadsheet but you need to do all manual data entry to keep all data, then maintenance is a nightmare.

Excel isn’t mobile-friendly: You need your data to be ready, at your fingertips, for whenever you may need it. So, having it sit on your computer’s desktop or in a shared folder only accessible via VPN isn’t going to help you much when you’re working remotely or anywhere besides sitting at your desk.

Difficult to collaborate: The same spreadsheet has been emailed back and forth so many times, it’s hard to know which one is the most up-to-date version.

UX and Intuitiveness: You need to view all your data in a proper format, some time generate report on demand.

This is not how collaboration should be done.

Excel doesn’t let multiple people work on the same file at once. If the spreadsheet is located in a shared folder, multiple people may open it, but only one person can make edits at a time.

Passing a spreadsheet on from one person to another to make edits is a slow way of doing things. Plus, there’s no version control, so you can’t tell who made what changes when edits are made.

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Be rest assured of your Sales numbers with myBUSINESS SIMPLIFIED, an intelligent Sales Management and Team Collaboration CRM

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ONLY DATA YOU NEED

It gives you and your team the right data and the only data that you need to run your business successfully. We mean to say that we are ready to customise this solution to the extent where you feel it is designed specially for you

NO (MORE) TIME TO WASTE IN PREPARING REPORTS

It saves enormous amount of time that sales people usually spend in preparing reports. There is no need of report. Our solution gives the real time updated data on your dashboard and updates your managers dashboard real time. It keeps you and your Manager updated every time there is a transaction.

MISSED YOUR REVIEW MEETINGS?

No worries!!!. All the required data you would have wanted to get at the end of review meetings is already available on your dashboard. All you have to do is Act Act and Act!!!

WANT TO REPLACE/ RESIZE YOUR TEAM?

Get suitable advice from myBUSINESS SIMPLIFIED and take the right decision on right people

KNOW YOUR MAXIMUM CAPACITY UTILISATION

myBUSINESS SIMPLIFIED not only tells you on a daily basis about your team’s productivity, it also gives you complete diagnostics about your capacity utilisation and productivity of each team member with recommended actions to take

Be a Successful Businessman by using our smart application from ezTask.io

myBUSINESS SIMPLIFIED – an AI application for Direct Selling Agencies of Banks to run a successful business

Dearth of a right App

There is dearth of a right, complete application specially designed to suit this particular industry. Some of the reputed DSA a of leading banks in India have tried and used many CRM solutions and found that it doesn’t fit into their business. Either these solutions are not customised to their needs or they lack the characters this sector needs

Market Validation

This problem, the industry is facing now has forced some DSA s to invest and employ in-house technical team to develop a suitable app for their business. Focus on the primary business is most important for any organisation to meet their desired goals. Thus Organisations deviating from their core business clearly explain how handicapped they are without an appropriate solution

AI embedded Web & Mobile application on cloud, Dedicated dashboard with real time performance reports, Relevant, ready-made data to act, Business Forecasting, Location based attendance, GPS tracking of Field executives, Invoice Management, this app can be a excellent way for proving your income or business income.

Features include Web and Mobile apps, AI based business forecasting, Automated workflow, Dedicated dashboard, Real time performance reports, Real time Performance reports, GPS based territory management, Seamless invoice management, Task prioritisation, Lead and Account Management, Team Collaboration, Data Security, 24/7 Customer Service, Web forms, Intra chats, Location based Attendance

Seam less work flow and Intelligent Sales app – Success is guaranteed

AI in email automation – Marketing and Sales

A Carleton University study surveyed 1,500 people across six organizations and found some interesting data points regarding emails:

Employees are spending 33% of their time on email in the workplace.

When they work from home, they spend 50% reading and answering emails.

Moore says the most surprising thing the team learned is that responses drop-off significantly for emails that use language above about a sixth grade reading level, but emails that are too simple tend to be ignored as well. A 3rd grade reading level is optimal. He was also surprised that neutral emails tend to receive fewer responses than positive or negative emails. In short, being too negative is bad, but being slightly negative is better than being boring.

The probability of closing a sale increases dramatically when a salesperson is able to (a) reach the decision maker and (b) be able to set up a meeting.

The study says, salespeople today spend anywhere from 30% to 50% on activities that have nothing to do with the actual act of selling (i.e., answering emails, meeting with clients, calling them up, doing demos, etc.).

If AI can knock that number down by 20 or 30%, total sales and the company’s revenue will be significantly impacted. I have come across apps like Respondable or Phrasee to help in snoozing mail, subject checker, sentiment analysis and reading level checkers.

The mundane, time-consuming, but still necessary task of managing email communications will largely be relegated to the machine. The upshot is that the derived benefit of just this AI tool alone is huge!

Email marketing, not just sales, will go through an AI transformation. These applications can also be used to construct newsletters, press releases, annual reports, and so on. The future of Language Processing, Predictive Analysis, and Sentiment Analysis are already converging.

Ads and impact on consumer

Ads And Public

Companies spent huge amount of resources to showcase products in audio visual ads, and the more creative the ads are, the more audience it will have. All the audiences might not be the consumer but it definitely impacts publicity of the product. However, some time too much ads also irritate public and in return public switch of the device or move to other channels to get rid of such ads. Recently I have observed how ads are perceived by public, here is my experience

During rush hour, most of the FM radio channels in Bangalore put more ads and less songs. But there is a new FM mirchi 95, which has very less ads and I generally don’t change the channel while listening. I am sure the value of such ads would be more compare to the other FM channels. Radio mirchi would selectively put ads with higher value to get more revenue and it makes sense to public too. This is called win-win for both, fm and public. However, in some other channels, its like playing music in ads and some time I switch off my car audio system because its so irritating. In this case, the relative value of the ads would be much lesser irrespective of how much creative these ads are. But with competition and publicity, the two topmost priority, companies tend to pay for ads.

And then some times, ads are so factual that I wish to have a central authority to monitor the ads. E.g. there was a fairness cream ad and your skin color with be fairer within 2 weeks. This also reminded me a movie(Traffic Signal), a dark skinned kid saved all his money and bought a fairness cream based on the ad. After 15 days, no change in skin color and the kid got so much angry, that he tried to throw stones to a nearby hoarding with this cream. Quite funny though.

But some time, ads are quite realistic too and shows the important features of the product. Irrespective of how the ads are perceived by public, the companies will keep on spending more and more on this.