Discussing some of the finer points of managing a sales team in order to keep them productive, successful, happy and motivated.

1. PRESENTS:

2. Train & Educate
• Plan regular strategy sessions to examine the
latest trends in your industry.
• Find a way to make it fun and engaging!
• Keep your staff thinking of how to improve
their performance.

3. Set Goals & Performance Expectations
• Develop a simple employee recognition award
to honor your hard-working crew for their
recent achievements.
• Use a wide variety of
individual goals to
help motivate your
staff.

4. Identify & Resolve Issues
in the Workplace
Employees function at their best when:
1. They do not have many small factors causing
them unnecessary stress.
2. They feel like you are
striving to provide a good
environment for them to
work in

5. Provide Adequate Resources & Tools
• Make the latest
software and
hardware easily
accessible to your
team.
• Consider cloud computing for the ultimate in
portability options.
• CRM software such as Results, ACT, or Method
CRM will ease your team’s daily process.

6. Communicate!
• Communication starts from the top down; set
the example you wish your staff to mimic.
• Train staff on how to communicate with their
clients and what to present when speaking
with them.

7. Scheduling
• Find a way to balance your employee’s work
and life schedules on a case-by-case basis.
• Consider a flex-time and/or floating shift
structure in order to keep stress minimal.
• Let the employee’s quality of work and
individual results guide your scheduling.

8. Motivate!
• Money isn’t the only motivator, but it is
arguably the most important.
Also consider:
• Awards
• New technology
• Time off
• Activities
• Collective perks or programs

9. Develop Procedural Guidelines
• Don’t allow an unnecessarily long list of rules
to hinder productivity or stifle performance!
• Instead, organize a small list of mandatory
rules that apply to all.
• If more needed, consider a list of “strongly
recommended” regulations.
• You can always offer lists of best practices to
encourage staff to think in the direction you
are leaning as well.

10. Have an R&R Plan
• Overworked employees will be unproductive.
• Give them random and
periodic breaks from their
work routine to rest up.
• Consider a group break now
and then as a team-building
exercise.

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