Ultimate Guide to Sales and Operations Planning (S&OP) in 2020

Sales and operations planning, often abbreviated to S&OP, is the cross-functional process of assessing customer buying habits to ensure a company is able to meet the forecasted production, distribution, and purchasing demands required of it. S&OP is typically conducted by executive-level management professionals on a monthly basis and allows them to better align their plans…

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SPOTIO Tips & Tricks: Using Pipeline and List Views

Looking at your map covered in pins is daunting. Pipeline and list views were designed to simplify your view and allow users to really drill down into sales activity with snapshots of information.  In order to see a digest of all leads and activities, the Spotio dashboard gives you two view options: Pipeline View Leads…

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How to Get Your Field Sales Team Back to Work Post COVID-19

The COVID-19 pandemic has completely changed the way we live, work, and interact with each other. The last couple of months have been extremely difficult for many people. If you work in field sales, you know this first hand. Some outside sellers have been able to adapt by shifting their focus to virtual field sales….

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How to Choose the Best Sales Reporting Software For Your Business

What is the best sales reporting tool for your business? The short answer: it depends. Modern business is dominated by data. It makes sense. Without a sufficient knowledge of statistics, KPIs, and other analytics, it’s difficult to make accurate decisions and improve company performance. This is especially true for sales teams. If you don’t know…

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5 Critical Sales Tasks for any Field Sales Team

Technology has completely revolutionized the way businesses communicate with customers and prospects. Modern sales reps depend on a number of tools everyday to execute their tasks. Consequently, traditional in-person sales meetings have become far less common than they once were. But, even as the sales process becomes increasingly technology-driven, face-to-face meetings still dispense certain benefits…

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How to Win Bigger Sales Deals 

Every sales rep and manager wants to land bigger deals. With all of the effort, decision-making, skill, and energy that goes into winning a deal – why not win a big one? Working a complex deal can be a daunting task. But, with the right tools, roadmap, and persistence, you can start closing bigger deals….

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The Ultimate Guide for Tracking Sales Productivity

If sales are down, don’t work harder, throw more bodies at the challenge, or double-down on old tactics—instead, work smarter by measuring productivity with real-time data to focus sales efforts on what works. Whether you are selling B2B products or services, there is nothing more important to success than a sales team that works efficiently…

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How Value Based Health Care Will Impact Medical Sales

The move from fee-for-service to value-based reimbursement is a sea change for the healthcare industry. The goals are to increase quality, decrease costs and turn health care into a competitive marketplace. Expect short term upheaval and long term economic impacts. CMS recently launched its eMedicare initiative. It’s intended to give patients cost and quality information…

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Maximize Sales: 6 Tips to Help You Sell More to Your Existing Accounts

When it comes to boosting sales and revenue, most companies automatically think about lead generation campaigns and turning new prospects into paying customers. But not enough companies think about selling more products to the customers they already have. This is a shame as a company’s existing accounts are usually its quickest route to business gains….

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