Steps to becoming your own Sales Manager with Activity-Based Selling

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In order for Sales Reps to be successful in sales, they need to think like a Sales Manager. To be able to do this they need to be able to track their own numbers and activities in the Sales pipeline. Using a system such as Activity-Based Selling, it is now possible to see your numbers in real-time along with pending deals and actions needed for the next step. This kind of Sales analysis will help you be successful.

There are five tasks in the Activity-Based Selling system that you need to master to become your own Sales Manager which includes: 1.Meeting and Exceeding your Monthly quota, 2. Creating and implementing a daily sales plan 3. Prospecting for new leads and customers, 4.Turning in timely reports, 5.Using Sales CRM to aid in accomplishing the above.

Below, we will see each of these steps in more detail.

1.Meeting and Exceeding your Monthly quota

To be successful as a Sales Rep, it is imperative that you meet your monthly sales quota. In order to meet this quota or goal it is important to know what it is. To achieve this goal it’s important to have a conversation with your manager about how you will be evaluated and what numbers you will need to hit.  The monthly sales quota that you receive may seem overwhelming at first.

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Therefore, you should break it down into smaller parts. For example, a $100,000 per month quota divided by 20 working calendar days means that your sales must be a minimum of $5000 per day on average. To exceed the monthly goal, double the daily goal.

Now before you can dive head first into calling on customers and prospects you’ll need to have belief in yourself and the products you offer, product knowledge, competitive analysis of how your product measures up to competitors and at least a basic understanding of how to handle objections; if you are new to sales.

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Common objections voiced by prospects include: pricing, loyalty to a competitor, bad prior experience, not being the decision maker and wanting to think it over.

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2.Creating and Implementing a Daily Sales Plan

 Once you are assigned a Sales territory, it is important to understand its demographics. As a Sales Rep in a new territory, you want to know: the number of prospects, the geography of the territory and the locations of prospects on a map. Using this information, the next step would be to divide the number of prospects by the 20 calendar working days in a month to come up with the amount of daily calls needed to visit everyone in the territory. Use a map to determine the order of people you will call on. As a Sales rep, you will want to call on people near one another to manage your time effectively. Write this plan out and go over it with your manager and most importantly make sure to use it every day.

3. Prospecting for New Leads and Customers


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Now that you are executing your sales plan, it’s important to get in front of the people who could say yes to your offering. To be able to do this effectively, it is essential to be able to handle objections during sales calls. To have success, handling objections are the key to obtaining more sales from appointments. As you hone your selling skills, you will find it easier to make presentations and ask for the order. Once Sales are made it is important to make sure customers are satisfied with their purchase. You have earned the right to ask for more business, testimonials and referrals only after the sale and successful implementation of the product.

4.Turning in timely reports

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As a Sales Rep, it is easy to get lost in the details when you are running a sales territory as there are many things to manage at once. However, you are still responsible to turn in your reports and update your records for customers and management; incomplete records can hurt your sales and your performance evaluation.

5.Using Sales CRM to aid in accomplishing all of the above

Sales CRM software allows you and your Manager to track all Sales pipeline activity which allows you to make informed decisions on all actions for all required interactions on pending deals.

Sales CRM enables Sales Reps to become their own Sales Manager, tracking their numbers and comparing them to other time periods gaining valuable insights on what is going well and what they can do to improve. This kind of Sales analysis and reflection enabled by Sales CRM is essential for sales success.

Major Sales CRM providers are:


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Oracle and

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You can sign up for free trials and/or product demos by clicking the links above.  

What Sales CRM are you using? Comment and share your experience below.

About the Author

Dan is passionate about using Marketing to help businesses drive sales. HubSpot Certified in Inbound Marketing, Dan has worked on various marketing assignments including a Start Up, Political Campaign & a Digital Marketing Conference.

Prior to teaching, Dan served customers as an Outside Sales & Marketing Rep in NYC. In this role, he taught & trained Dentists on the company’s products & services using a consultative selling approach combined with direct marketing. He also supported the company’s marketing efforts at industry trade shows.

He writes & publishes a business blog on the topics of Sales, Marketing & Social Media entitled Sales, Marketing & Social Media Today; which has grown to over 15,000 followers on LinkedIn & over 10,000 on WordPress.

Dan is seeking a full-time marketing role in Direct, Inbound, Digital, Content & Social Media Marketing. If your company is hiring for roles in these areas, contact him directly via a free LinkedIn Message or email him at to set up interviews.




10 Things a Sales Leader Needs to Do or Have to Be Successful

Deciding to go into sales management is a very big step for a sales person. Recently, I received an offer to serve as a sales trainer or de-facto sales manager; based on my time in field sales and my blog.

What are a VP of Sales, Sales Director and Sales Manager?

Well they are leaders.

The first thing that a sales manager needs to do to be successful is to lead people and serve as an example. During my time in sales, especially during training, I went to these sales leaders when I had questions and needed help. (Before taking the position, you should make sure that you can believe in the product and that you can sell it yourself because when the sales team cannot do it they will look to you for help!)

The second thing that a sales leader needs to have to be successful is a successful track record as a sales person. Did you notice that I said successful and not a rock star? This will take us to the next thing a sales manager needs to have to be successful.

The third thing that a sales manager needs to have is empathy and patience. This comes into play when training new sales people. They may go into the field and get shot down or they might be developing slower than you would like. The easy thing to do would be to say deal with it. Another easy thing to do would be to fire them. This is the wrong thing to do. (At least the in the beginning.) The sales manager needs to support their sales people by debriefing with them and communicating with them. (Think, Babe Ruth was never a manager in baseball even though he was a star; he lacked the patience to do the job.)

The fourth thing that a sales manager needs to do is to go around with their sales people to meet customers. The sales manager needs to do this directly when possible. Delegating this task sends the wrong message to the new person. It says that the sales person is not important. If you must delegate this task, make sure the sales rep goes out with a seasoned sales rep that is successful so they can pick up their positive habits.

The fifth thing a sales manager needs to do is to teach sales people the following: sales planning, how to make a cold call and how to handle sales objections.

The sixth thing that a sales manager needs to do is to make sure that their sales people have knowledge of: the company’s products, how to provide customer service, how to keep customers paying on time, develop relationships with customers, how to up-sell and cross-sell, how to demonstrate value, not selling on price and how to handle difficult customers.

The seventh thing the sales manager needs to do is to make sure that the team knows how to develop and deliver a sales presentation that answers customer’s questions and objections.

The eighth thing that the sales manager needs to do is to let the sales people to know its ok to ask for the order after they make their presentation. The sales manager also needs to teach the sales people the following: to generate leads, to convert these leads into sales, to follow-up on sales, earn referrals and testimonials and to make the quota. Only if the sales team makes their quota will the sales manager make theirs. The sales manager can motivate their team to sell with sales contests. This a great way to promote healthy competition among the sales team. (A side note, touch base with your team on a weekly basis. However, reduce the amount of sales meetings that you have. Especially if your team has to travel long distances to attend. The last thing that you want to do is take money away from yourself and your team by keeping them out of their territories. I would recommend one to two meetings team meetings a month. The rest of the meetings can be handled via conference call, email and co-traveling. Sites such as GoToMeeting can facilitate meetings.

The ninth thing to do is to assess your team’s strengths’ and weaknesses’;  working with the team to correct them.

The tenth and last thing that a sales manager needs to be successful is be able to repeat steps one to nine multiple times as sales people are promoted, fired and leave to go work for another company. When firing someone make sure to meet with them face to face and explain the situation. No one likes to hear this news over the phone or via email. You will need to learn how to interview and recruit people as well.

These are the 10 things that a sales leader needs to do or have to be successful.