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The Quickest Way to Sales Success... Organize, Prioritize & Manage Your Time More Effectively!

by Julie Jansen

In this customer-focused world it has become more and more vital that customers are reminded of who we are and are provided with as many opportunities as possible to purchase our services or products. Thus it is ideal for a sales person to be "in front" of a customer, whether face-to-face, on the phone or via email. One of the greatest deterrents of this is the staggering amount of paperwork and administrative tasks a sales person must handle. In order to deal with this constant challenge - time management, organization and the ability to prioritize are skills that the sales professional must learn to master!

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Time and time again, when coaching a sales person to help them achieve higher levels of success, these three areas come up as barriers to achieving and selling more business. Here are some suggestions for becoming more organized, more efficient with time, and better able to adeptly identify what takes priority.

Organization

  • There is virtually nothing that exists on paper that can't be reproduced. If you think you'll need it again, you'll find it. When a piece of paper crosses your desk, give yourself a specific window of time, say thirty days, to deal with it, then throw it away, file it or give it to someone else! This includes all publications such as magazines, newspapers and catalogs.
  • It is one thing to be technology literate and quite another to fully utilize your contact management system. Whether you are using ACT!, Goldmine or another software, use it to organize your time as well as your contacts. Keeping all your contacts in one place is great, but you need to be able to use it to help you manage your own time in addition to just looking up phone numbers

Time Management

  • There is never enough time in a day, a week or a month! Realizing this is the first step to becoming savvier about handling time. With technology as a tool, it could become easy to work all the time. Don't fall into this trap! Learning to use technology will make you more productive as you will have your calendar and to-dos organized in one place
  • Once you've prioritized your tasks and projects in your contact manager, dedicate brief chunks of time (15-20 minutes) for each project or task. During this time, only respond to incoming calls that are urgent.
  • Plan to do the activities or tasks that require more energy and creativity during the time of day and day of the week when you are most alert and energized.
  • It is normal to engage in non-planned activities such as surfing the net, answering friend's emails, and reading the newspaper. Try keeping a time log in 15-minute increments of what you are actually spending your time doing so that you make yourself more aware of how you spend your time. This is always a revealing exercise that provides an eye opening reality check!

Setting Priorities

  • As a salesperson your two primary priorities are your clients and fulfilling the requirements of your organization (activity and revenue goals). Despite knowing this, the ability to prioritize tasks, projects, and activities can be challenging. One approach is to prioritize and focus only on the activities that will improve your business the most quickly. These are things like responding to an RFP (request for proposal) or scheduling meetings with current and prospective clients.
  • Next, take a look at everything on your plate and use your contact manager to prioritize according to the need to get things done today, tomorrow, sometime and never. The things that fall into sometime or never should be forgotten or delegated.
  • Conduct this process every other day until it becomes more natural and habitual. Your feelings of being overwhelmed will lessen considerably. ACT! provides a handy task organizer called SideACT! which enables you to quickly and easily lists your tasks and then move them into ACT!. It replaces the desk-cluttering paper note pads you use for reminders and to-do lists.

With all this great technology out there, you may still have problems in getting more organized, managing your time and setting priorities. Just remember that this won't happen overnight and it takes desire and motivation to break your old habits and develop and maintain new ones!

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Julie Jansen -- motivational speaker, career coach, management consultant and author -- helps individuals and businesses reach their fullest potential in today's rapidly changing business world. (www.JulieJansen.net)

Copyright © 2000, Julie Jansen, All rights reserved.


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