Knowledge - Knowledge

KPIs – Key Performance Indicators – are measurable metrics that tell us if sales reps meet their business goals. Thanks to the KPI module from Salesbook, you can control the progress of your sales team.

A sales process is something that you have to analyze even to know when your sales performance is gradually lowering. Key performance indicators (KPIs) are sales metrics that help you track progress and check the effectiveness of sales of products or services. However, how to measure performance and prepare sales analysis reports in practice?

Sales analysis allows you to perceive the entire sales process from a distance. However, are key performance indicators enough to see the full perspective of the work of a sales team? What else can you add to your sales reports to make your analysis effective? How to increase average revenue based on sales data?

Do you run a company in the RES and AC industry? Do you want to spread your wings and reach your potential customers faster? The “Small Business” package from Salesbook is your chance! Sales automation, a modern CRM system, costs of license tailored to the needs of small companies, and free configuration of the platform – these are only several advantages of our package. Learn more and read our article.

The ROI metric or ROI figure is used by investors to evaluate their investments and judge if they are profitable. How to calculate ROI and present it to customers during a sales meeting? Read our article and expand your knowledge.

When you are reading this sentence, your brain is processing 100 mln bits of information. Do you know that you will focus on several words in this article and only for 8 seconds? Nowadays, when we are bombarded with numerous stimuli, it is hard to draw your client’s attention. User experience (UX) design can be very helpful. Read about how you can use UX in a sales process.

The term sales funnel has been widely used, however, many people still do not know how it works. Read our article and learn how to build an effective sales funnel.

The commission on the sales result is a strong motivating incentive. Thanks to such stimulus, sales reps feel their real impact on their payment. Consequently, they are more motivated to close deals. However, an effective financial settlement system should not be complicated. If you use the Commission module from Salesbook, you will automatically calculate your employees’ bonuses.

Identifying customer pain points can help you understand your client’s needs and prepare an offer tailored to their needs. How to discover your prospect’s pain points? Read our article and get to know the answers.

A sales strategy is a plan that every company needs to achieve sales goals. How to create successful sales strategies, and what should they contain? Read our article and learn more about builiding effective sales strategy.

The word audit does not get good PR. It is associated with inspections, long-lasting analysis of results, and searching for mistakes. A lot of companies have decided to take this step as a last resort. It usually happens at a moment when there are some irregularities in a sales process or during the performance of the service. The Audit module from Salesbook allows companies to perceive an audit in a unique way. It is a chance to increase competitiveness and regularly check the quality.

Are you aware that 80% of sales transactions involve sending follow-up e-mails five times before a potential customer decides to buy a product or service? It is essential not only to send an e-mail but also to write an engaging text. Luckily, by using automation, you can save time and not have to work on the details of such communication.

In business, the acronym CRM (Customer Relationship Management) is used in many different ways. For some salespeople, a CRM system is simply a contact list. Others use the full spectrum of capabilities of such software, i.e. sales automation, lead scoring or region management. So what exactly is a CRM system? And what are its key features and capabilities? Let’s take a closer look.

CRM software – appreciated by some sales teams and hated by others. It can be your support in everyday work and your virtual assistant. However, it is possible on one condition – you have to know its essential functions and use them. It turns out that even 75% of CRM users do not appreciate its advantages.

Thanks to the Shop module in Salesbook, you can simply organize and automate your work that deals with creating orders and their processing. You can always check the list and status of orders as well as the stock level. What is more, you can divide your products into suitable categories. As a consequence, customer service will be easier.

Contract signing is a result of an effective sales process. In an ideal situation, this moment does not last forever, however, the reality is much more unpredictable and complex. What can you do to affect the process? Are there any modern tools that allow you to automatically generate a sales contract and sign it quickly? Read our article.

The first place is the most crucial position in sales. If you want to be a successful salesperson and be the winner, you must develop good habits. How to do it? Which one of the habits deserves your attention? Read our article and get more information.

Consultative selling is a sales process in which sales reps are advisors and trustworthy business partners to their potential customers. Their role relies on listening to buyers and asking about their difficulties and needs. This kind of sales strategy is very demanding for a sales rep. So, can we automate it?

Is it true that contacts with clients over the phone make genuine relations with sales teams impossible? What is the effectiveness of such sales process, and what does affect the work of contact centers? Do natural-born sales people really exist? You will find answers in this article.

What is behind the work-life balance idea? Is it possible to find time for your family and hobbies if you work in a sales position? How about new technologies in sales and marketing teams? Are sales enablement tools useful? You will find the answers in our article.

Positive reviews of your clients presented on the website of your company or a Facebook page can have a huge impact on your business and attract potential buyers. A customer who will convince others that you do a good job can be your best advertising strategy. What is the meaning of personal recommendations and how to ask for them?

Visual language is crucial when creating a brand identity, as well as delivering a consistent message to potential customers. Therefore, in order to find out the impact of visual language on sales, we first need to understand what the language really means in our lives.

Sales is a process that can be accurately measured and analyzed. Understanding the results of this analysis will allow you to see, among other things, which practices are most effective in your industry, or at which stage of the funnel you are losing the most opportunities. And where is the CRM system in all this?

In the RES industry, a signed contract is only half the battle. For the customer service process to be considered complete, there is one more very important element on our way: installation. At Salesbook, we make sure that this process goes smoothly and quickly, and that ordering installation for selected customer is simple and automated.   

Quiet quitting, or quiet resignation, is a trend that has recently made headlines in the labor market. What does it consist of and why are companies afraid of it? Learn about its causes, symptoms and effects – see what you face as an employer.

The end of the year is around the corner, but we at Salesbook are not slowing down. The last few months have been busy working on new features that improve work on our tool. Read our latest article and check out what new features we have prepared this time.

For our users, we have prepared a brand new layout and features of the offer generator.

A sales offer tailored to customer needs is a very strong sales argument. However, preparing it, especially for a demanding specialized industry, is usually time-consuming and difficult. But does it really have to be? 

You can’t run a company without thinking about numbers and other data, which tell you about important processes in your business. Check what key performance indicators (KPI) are and in what way they can measure progress in your company. Do you want to know more about KPIs and organizational objectives? Read our article.

The Salesbook Formula is a ready and proven sales process supplemented with information on the necessary tools and data you need to be successful in sales.