A continuación, te explicamos cómo puedes hacer un seguimiento y evaluar tu rendimiento en Ventas Externas para mantenerte alineado con tus objetivos.

To effectively track and evaluate performance in Outside Sales, it's crucial to establish clear, measurable goals and utilize key performance indicators (KPIs). Start by defining what success looks like for your role, which could include metrics such as total revenue, average deal size, and customer acquisition cost. Regularly review these metrics to assess progress and identify areas for improvement. Utilize CRM software to keep a detailed record of sales activities and outcomes, which can help in analyzing trends and forecasting future sales. For a comprehensive understanding, consider using a sales metrics calculator or dashboard to visualize performance data and make informed decisions.

There are too many times where goal setting does not make any sense. I say this as goals need to be relevant on multiple scales. What is the impact on the CUSTOMER, when we set goals? How are goals defined by the EMPLOYEE(s), short and long term. When goals are missed or exceeded how does OWNERSHIP react? Break it down and allow the entire team to be part of the process for goal setting, this will allow for immediate buy in, it also lets you team members know their input is not only valued, it is also utilized. Make sure the goals will create a positive customer experiences, return and long term customers need to be valued. When organizations have empowered sales teams, above average results are obtained.

Self accountability, not micro-management! Once you have established the metrics necessary to exceed your sales goals, you need to trust your team to execute. Too often teams will fail if they are micro-managed to the metrics. You lose respect as an organization, as a leader, and become the company that has a bad reputation that does not care about it's people only the numbers. To avoid this, it is back to TRUST! I hired you for your role because I know you will excel and accomplish great things. Be supportive, coach when necessary, and adjust based on the business.

One thing I've found helpful is setting personal and team goals and tracking metrics for self motivation, and an overall success of team achievement.

How do you plan your day, week, month, year? Do not go into your week without a plan; or do you? Do you have a daily checklist? Is your list achievable? what if you do not complete your list? Or complete in the middle of the day? My previous statements all lead to reviewing your activity. It also allows you to adjust, and be flexible. Do not overwhelm your day with too much activity. That will create stress and now you worry about the list you for the day. Do not make your list too easy, it will lead to a false sense of accomplishment, that will lead to an unsustainable reality of always accomplishing your daily goals. Make your list, prioritize the activities, move the incomplete to the top of the next day, and continue progress

Feedback and acceptance is more important in sales management. which will accelerate your work towards reaching your targets

As an example, working with a CRM is beneficial to both working with your team and managing expectations with the prospect. This is a MUST in achieving success.

Self reflection can easily be associated with time management and self improvement. By understanding your own patterns, you can step outside your comfort zone to expand your success.