Teams | Collaboration | Customer Service | Project Management

Sales

How a TV dashboard empowered sales teams with real-time data

Victor Figueroa, Farmers Insurance Agency Owner, was building out a sales call center when he realized his old whiteboard wasn’t quite up to the task. He tells us how switching to a real-time TV dashboard has ignited a competitive fire in his sales team. At the end of summer 2023, Victor had the chance to scale up his office space. He wanted to take this opportunity to expand not only the floor plan of his new office but also the way his team worked.

Unlocking Success: Kolleno's journey to effortless sales and marketing campaign planning with Miro

Kolleno’s quest for a tool to revolutionize its multi-channel campaigns planning led to a pivotal partnership with Miro. Miro played a vital role in simplifying planning, fostering teamwork, and boosting productivity. Its visual collaboration capabilities exceeded expectations, setting the stage for Kolleno’s success in efficiently scaling its business operations.

How Nude Life created a successful sales environment

Charlie Howes, Director at Nude Life had a sales team but their performance had plateaued… He knew that the key to success was building a sales environment that motivated and allowed the team to thrive. In this post, we take a look at Charlie’s journey to building a successful sales environment. What does Charlie mean by sales environment? Let’s break it down.

Sales and operations planning (S&OP): A project manager's guide

Sales and operations planning is a six-step process that can help you achieve focus and alignment in all areas of your organization. Learn what the steps are and the impact this type of plan can have on your team. Have you been struggling to align teams at your organization? It’s a problem many project managers face. Thankfully, there’s a solution. Sales and operations planning is a six-step business process where a leadership team achieves focus and alignment in all areas of an organization.

7 best sales dashboard software & tools to use in 2024

The best sales leaders know how important it is to stay on top of metrics and sales KPIs. In fact, McKinsey research from 2022 showed how taking a robust, data-driven approach to B2B sales can increase sales growth as much as 25%. Choosing the right sales dashboard software is not always easy, with many different tools on the market which are better (and worse) for different business types.

How to Dramatically Improve Your Sales Team's Performance: 22 Tips

The premise is simple: by improving your sales team’s performance, your team will generate more sales, ultimately leading to higher profits. Therefore, make sure you take note of the following twenty-two helpful tips so that your sales team’s members can dramatically enhance how well they perform.

Your ultimate guide to sales project management

Does your sales team need project management? You may have wondered this before (or maybe it hasn’t come up). Either way, there’s a strong argument for managing sales projects just like you would any other agency deliverables. If you want to set your sales department up for big success, using traditional project management principles may be the strategy you’re looking for.