Two steps to build a foundation for growth
Posted: Sat Apr 19, 2025 8:30 am
Once you've established your sales team structure, you need to follow two steps to create a foundation on which to build your sales process:
Step 1: Choose the right management tools
When it comes to managing a sales team, a customer relationship management (CRM) platform is the best way to keep your teams organized and coordinated. This will help you track activities as you move prospects through the sales funnel.
It will also reduce confusion or bottlenecks by placing data and real-time updates in a centralized database, which is accessible to everyone on the team.
Step 2: Establish the right habits
To get the full benefit of a sales management tool, you should also help your teams develop good habits around recording their activity in the CRM .
Recommended reading
Learn about the types of CRM: Which one is best for you?
Even if your reps are completing all their activities and meeting all their goals, you won't know if they're not using CRM consistently, and it won't be possible to accurately forecast sales without that mom database information.
Therefore, you'll want to establish good habits across all your teams, starting with the hiring process. Teach new sales reps how to use your CRM and any other software correctly and efficiently during onboarding.
This is easy to achieve if the CRM is easy to use.
Complicated CRMs often require dedicated consultants to set up a costly and time-consuming training program for each new representative. Look for something intuitive and streamlined to get your entire team up and running quickly.
Pipedrive is the best-reviewed sales CRM , specifically designed to scale with expanding teams. The visual platform helps focus reps' attention on today's activities while providing sales leaders with a real-time overview of their team's work.
Step 1: Choose the right management tools
When it comes to managing a sales team, a customer relationship management (CRM) platform is the best way to keep your teams organized and coordinated. This will help you track activities as you move prospects through the sales funnel.
It will also reduce confusion or bottlenecks by placing data and real-time updates in a centralized database, which is accessible to everyone on the team.
Step 2: Establish the right habits
To get the full benefit of a sales management tool, you should also help your teams develop good habits around recording their activity in the CRM .
Recommended reading
Learn about the types of CRM: Which one is best for you?
Even if your reps are completing all their activities and meeting all their goals, you won't know if they're not using CRM consistently, and it won't be possible to accurately forecast sales without that mom database information.
Therefore, you'll want to establish good habits across all your teams, starting with the hiring process. Teach new sales reps how to use your CRM and any other software correctly and efficiently during onboarding.
This is easy to achieve if the CRM is easy to use.
Complicated CRMs often require dedicated consultants to set up a costly and time-consuming training program for each new representative. Look for something intuitive and streamlined to get your entire team up and running quickly.
Pipedrive is the best-reviewed sales CRM , specifically designed to scale with expanding teams. The visual platform helps focus reps' attention on today's activities while providing sales leaders with a real-time overview of their team's work.