How do I manage a sales team?

When managing a sales team , you’ll want to unify your reps by working within a sales cycle. By setting a sales cycle and using sales metrics to determine your results from the set period, you can use the figures as a starting point for managing your team. Each subsequent cycle provides more data about your team’s sales performance and where it needs to improve.

How do I manage my sales team effectively?

Effective sales team management means tracking key data: the number of deals entering your pipeline, your conversion rate, average deal size and sales velocity. By focusing on these KPIs with a CRM like Pipedrive, you’ll be able to point your team in the right direction to ensure sound management and successful results

How do I manage a remote sales team?

With cloud-based software like Pipedrive becoming the norm across the business world, managing a team remotely is easier than ever. Ensure you have the collaboration tools to conduct effective meetings and communication. By using Pipedrive as your sales hub, you can ensure your team has access to real-time data about every deal.

Sales team management

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Unify your team’s efforts with a sales cycle

To track your team’s sales results and promote a better closing rate, it’s crucial to first define your sales cycle and then attach accurate metrics to measure its success.

Like sales itself, sales team management is a numbers game. When you pinpoint the activities that take a lead through your sales cycle to become a closed deal, you can focus your team’s energy where it’s needed most.

4 sales metrics to track

The number of deals that go into your pipeline

Conversion rate, or the average percentage of deals that your team wins

Average deal size, which is key to forecasting your company’s revenue

Sales velocity, or how long it takes a lead to become a customer

Harness your sales pipeline

Try visualizing your sales cycle as a pipeline, with new leads going in at the start and closed deals emerging on the other side. The stages of the pipeline match the stages of your sales cycle. Pipedrive’s signature pipeline interface makes it easy for you and your team to see where each deal stands, where to focus your efforts and how your results compare to set goals. You can also add qualified leads to your Leads Inbox before you’re ready to move them to the sales pipeline as deals.

Experience how Pipedrive can organize your sales team with a 14-day free trial.

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A sales team management tool

Pipedrive offers everything a sales team manager needs and so much more. It simplifies your life, organizes your team and gives you up-to-the-minute, measurable metrics so you can track each of your people’s sales process at a single glance.

Visual and intuitive

Fill up your pipeline and simply drag and drop deals from one sales stage to the next

Easy to use and set up

Import data from spreadsheets or any other CRM tool and start adding contacts in minutes

Drives sales actions

Keep prospects hot by scheduling activities and receiving reminders when you need to follow up

Fully customizable

Tailor your pipeline to match your sales process and enhance your workflow

Fast and friendly support

Our customer support experts are here to answer your questions 24/7

400+ integrations

Connect Pipedrive with your favorite apps like Asana, Slack and Mailchimp

Pipedrive’s sales team management tool

With our intuitive sales CRM software, you don’t need a 200-page list of functions or a two-day training program. Just add your team, set goals, track their progress and report their results – all with one easy, visual tool!

Increase team performance and communication

Tracking the right KPIs helps sales leaders see how their sales engine is running. Get insights into how your team is performing as individuals and a group.

In-office and remote teams can work together using unified sales team management software. Visualize where every deal stands and tag team members in messages so nothing slips through the cracks.

How Big Dog Solar increased revenue by 40% with team collaboration

Big Dog Solar wanted to optimize operations across sales and marketing. The company invested in a team management system to dive into its processes and improve them.

With Pipedrive’s Professional plan, Big Dog Solar managed to bring everyone on the same page. As a result, its revenue grew by 40%.

“Pipedrive has been the keystone. It’s enabled us to keep track of everything from visibility and management, but also add the reps and keep track of their prospects a little better.”

Read the case study

Standardize your sales processes with project management software

A seamless end-to-end team management system lets managers and sales reps integrate the tools they use every day, sync workflows and sell together. Pipedrive’s hundreds of integrations and add-ons convert your CRM into the ultimate project management tool.

Task management

Integrate with “to do” list tools like Asana and Trello, set task due dates, create Gantt charts and monitor deal progress

Chat channels

Connect your collaboration tools, like Slack and Google Meet, with your favorite chat channels

Doc tracking

Use Pipedrive’s Smart Docs feature to automatically keep track of contract proposals, approvals and deal signings

Get an overview of each rep’s performance with powerful sales reporting

Create custom sales dashboards to monitor and optimize your sales strategy.

Team leaders can use analytics to visualize every rep’s activity. Keep tabs on pipeline revenue, won/lost deal ratios and quarterly KPIs to see who performs well and spot areas where training is needed.

Tools for team collaboration

The best team management software provides everything a sales leader needs to boost collaboration. With workflow automation and visual representations of your sales cycle, Pipedrive keeps things running smoothly.

Master project management

Create activities and set task checklists to keep every deal on track

Set real-time alerts

Get notifications when a deal stage updates and it’s time for action

Keep everyone in the loop

See a clear view of your pipeline to check the status of every deal

All your sales data in one place

A unified source of data helps managers understand their pipeline.

Use interactive dashboards to visualize key information, like the number of new deals added from different channels, average age of deals and stage-to-stage conversions.

Collaborate across the entire organization

Managing your team’s performance in Pipedrive isn’t just about sales. Collaborate with other departments, like finance and marketing, to break down silos and streamline the entire buying process for your customers.

Use messaging and file sharing add-ons and integrations to answer prospects and customers’ questions and collaborate with your team in real time.