Sales Tools You’ve Been Looking For

By Sales Transformation Group.

Find all you need below to boost your inside contracting sales and to help get your salespeople started.

If you are looking to kick-start your sales team or make your current sales process more efficient and successful, look no further. Below are some simple tips and quality resources that you can utilize now to strengthen your sales team and develop a solid sales strategy.

Walkthrough video here.

Getting salespeople started:

• Create a Calendly account.

• Event type 15-minute discovery call (salespeople will share this link when digitally prospecting)

• Event type 30-minute project consult (salespeople will share this link after the discovery call is performed and for presenting!)

Integrations:

• Calendly easily integrates with your calendar

• Calendly easily integrates with Zoom

Zoom account (40 minute meetings are free):

• Each salesperson needs an account, keep the calls short and scrappy for now.

• A laptop with webcam to start ideally. A smartphone with a camera or iPad with the Zoom app will work as well.

• For those with PC’s, but an external camera, you can buy one to get you started here.

• Headphones will be necessary as well, find one here.

• Strong lighting will help you differentiate from the rest, find a simple solution with Lumecube here.

Getting your website and sales coordination going properly:

• To optimize your website for suspects and prospects to book a call with the team member that is first available, you must have at least two users in Calendly.

• From there, you can set up “teams.” Once you have the “team” created, a link will be created and from there you can customize accordingly.

• Be sure to select “round-robin,” which allows them to select the earliest available expert that works best for their schedule.

• You can choose the team settings and add the “embed code” to your website. Have your web expert place it on the site for your market to be able to speak to an expert immediately.

Tools for contact-free inspections when visiting homes and buildings:

• Pointivo

• Company Cam

• Sumo Quote

• Docusign

• FollowupCRM

• Jobba

Taking the customer experience via Zoom to another level (only necessary once the basics are working properly with the team:

• Buying an SLR Camera.

• Buying a compatible plug-in power chord versus using a battery.

• Buying an HDMI mini to plug into Camera and a USB Capture HDMI by Magewell.

• Buying a backdrop.

• Buying lighting to ensure a good experience.

If you’re not a member of the Sales Transformation Group Community yet and want some help to accelerate your teams’ ability to sell consultatively, prospect digitally or sell value over the phone visit our website and apply.

Learn more about Sales Transformation Group in their RoofersCoffeeShop® Directory or visit www.salestransformationgroup.com/.