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Opportunity Management

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3 Steps to Better Opportunity Management

Brian Gardner No Comments

Last week, I hosted an online CRM best practices roundtable in partnership with the Measurement, Control and Automation Association (MCAA). We covered a variety of topics, but tracking opportunities on the front end of the sales cycle was a dominant theme. Below, I’ve compiled a few opportunity management tips from the session for those who weren’t able to attend this members-only roundtable.

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CRM Survey Now Open – Deadline Nov. 3

Brian Gardner No Comments

Some industrial sales organizations are getting great ROI on their CRM investments, while others continue to struggle. What factors separate these two groups?

To find the answer, SalesProcess360 has partnered with Modern Distribution Management to administer a short survey to distributors, manufacturers and manufacturers’ reps.

Dust Off Those Binders: How CRM Can Translate Training Into Action

Brian Gardner No Comments

Have you ever noticed how easy it is to get excited about sales concepts, and how hard it is to turn them into a reality? We’ve all been there. We send our sales teams to a one- or two-day class and they come home with a head full of ideas and a three-ring binder.

Go Deeper with 4-Dimensional Account Profiling

Brian Gardner No Comments

One-dimensional account profiling, typically using A, B, C or D based on the current business from each customer, is a step in the right direction. But if you want to take a more proactive approach to uncover new opportunities with existing and potential customers, take your profiling a step further.

MDM Webcast, Nov. 9: 3 Strategies to Uncover & Convert Sales Opportunities

Brian Gardner No Comments

MDM.comIn the second webcast of the MDM-SalesProcess360 quarterly series, Brian Gardner, author of ROI from CRM: It’s About Sales Process, Not Just Technology, will home in on a critical part of that process: sales opportunity management.

Learn more about this webinar here or register now.

Free Webinar: Proactive Sales Opportunity Management – 3 Takeaways in 30 Minutes

Brian Gardner No Comments

Reed StithJoin Reed Stith, our newest addition to the SalesProcess360 team, for a quick 30-minute webinar on sales opportunity management on Oct. 28 at 11-11:30 ET.

In this webinar, Stith will provide three practical insights to guide your team as it shifts from a reactive to a proactive mindset when it comes to acting on sales opportunities in both existing and new accounts.

Did you miss this webinar? Register and watch it on-demand!

What’s Wrong with Managing at the Quote Stage of the Sales Cycle?

Brian Gardner No Comments

At SalesProcess360, we put a premium on processes around the front end of the sales cycle, which includes lead and opportunity management.

Quotes and orders make up the back-end of the sales cycle, and that is where most distribution companies spend their time.

What’s wrong with managing at the quote stage?

How Do You Define a True Sales Opportunity?

Brian Gardner No Comments

Many companies struggle to identify what an “opportunity” truly is. An opportunity is a qualified lead. It’s not rumor of potential business. It has real potential to move to the quote stage. (Learn what a qualified lead is in this blog post.)

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SalesProcess360 Videos featuring Brian Gardner

Get insights based on decades of experience in industrial markets, including why you should think beyond outside sales, how to take a proactive approach to sales opportunities and how to let sales process drive your CRM wish list.