You excel at communicating with people and building relationships. You can juggle multiple leads, opportunities, and accounts, making each one feel valued. Does it ring a bell? Review the skills needed in the next section to see if you are interested. The first step is becoming a Sales Representative and then progressing to a Sales Manager role.
As CRMs are the top tools used by Sales representatives and effective Sales organizations are 81% more likely to be using a CRM, learning CRMs can give you an edge over competition. Not only will you find it easier to land a Sales job, but you are likely to outperform your peers as well.
This guide will cover what skills are required by a Sales Manager and how you can learn them. We will also help you decide if this career is the right fit for you.
Check the CRM to see which leads and accounts need a follow-up
Based on lead priority, consult notes, set up meetings
Follow the sales playbook steps suggested by the CRM to convince leads
Create quotes, follow up with leads and answer questions
Update lead statuses on the CRM, marking which ones have been sent a quote, which ones are in progress, and which ones are lost
You just closed a lead! An automatic alert goes to the entire team and your boss congratulates you
Check the CRM to see the performace of all sales representatives
Mentor the sales reps to improve their strategies and convert more leads
Work with the internal team to create customized products and services for potential clients
Deep dive into data to see which leads have a higher chance of conversion, the best means of contacting them, and which strategies work
Update the sales playbook and inform the team
Create reports to show the effectiveness of the sales playbook to upper management
Acquire CRM skills that lead to high-paying jobs at your own pace or with the help of an instructor.
Train to excel in your chosen profession, with CRMBase support for a lucrative career trajectory.
Practice what you learn on the CRM platform and learn in a fun way with quizzes and practice exams.