The Close.io Blog

A sales manager’s guide on how to turn a struggling sales team around

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It’s 8.30. You walk down the corridor, coffee in hand. You can already hear the chattering. You enter the room and look around. Phones are ringing and fingertips are dancing across the keyboards. You can hear the excitement in the voice of your team members. The energy is electrifying.

Slam. Someone hangs up the phone, spins around in their chair, winks and says, “That’s $5,000 before noon, folks.” The cheering is equal to that of a crowd at Madison Square Garden.

You smile. This is going to be a good day.

*Beep beep beep*

Then comes your rude awakening.

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Product update: Goodbye mp3 files—Record and edit your voicemail greeting in-app

When was the last time you updated your voicemail greeting?

Now there’s no excuse to have an outdated voicemail message, because we’ve made it easy to record a new one. That’s right, no need to upload mp3 files anymore—in-app recording has arrived.

Here come the details.

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5 things sales managers can learn from public speakers

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“We need to increase our calling volume by 20% to reach our goals for this quarter.”

Think your sales reps are feeling pumped? Probably not.

If you’re managing a sales team, you’re not just there to make sure your reps are crushing their quotas. You’re more than a manager—you’re a coach and a mentor. You’re there to inspire and motivate.

And who does that better than anyone else? Public speakers. Think Simon Sinek. Think Tony Robbins.

So let’s talk about how you can rally the troops and build a more motivated and productive sales team. Here are 5 things sales managers can learn from public speakers.

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Upcoming webinar: How to hire sales people

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Building a high-performing sales team comes with its own set of challenges. It differs in many ways from hiring for other departments and understanding what to focus on can be the difference between success and failure.

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Email editor improvements & squashing more bugs

We've made improvements to the email editor and how you create email templates. We've also fixed many of the most annoying bugs in Close.io.

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Product feature: How Smart Views will keep your salespeople from drowning in tasks

“Can I automatically create follow up reminders?”

This is one of the most frequently asked questions we get here at Close.io.

That’s why we wanted to tell you about Smart Views. Smart Views is a feature that’s unique to our CRM and our customers use it to stay on top of their pipeline. Smart Views tell sales reps who to follow up with and when to follow up. All this, without the use of checklists and tasks.

Let’s take a look at how Smart Views work and how they help our customers prevent things from falling through the cracks.

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How to experiment your way to more effective cold email templates

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When was the last time you took a deep dive into the performance of your cold email templates? A month ago? Three months ago? Six?

Running experiments isn’t something that comes naturally in sales. But experimenting and testing your way to better results is an essential part of improving any process.

Today, we’re gonna talk about how to approach testing in sales and create more effective cold email templates. Because who says your best performing cold email templates can’t perform even better?

Let’s get started.

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How we use our CRM for customer success

“Customer success” may have started as a buzzword, but it’s quickly become an essential part of a recurring revenue business. In fact, it's a guiding principle at Close.io.

At our most recent team retreat in Berlin, we decided that two simple questions will direct our decisions in all areas of the business:

  1. "Is this going to make our customers more successful?"
  2. "Is this going to get us more successful customers?”

Answering “yes” to these questions now controls where we invest time, effort, and resources, as well as empowers us to make decisions that speak to customer happiness and retention.

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Spot bad fits early: 20 red flags for sales hiring

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Hiring is a tough nut to crack. The amount of dilly-dalliers that hide behind good looks and quick wit is impressive.

So how do you weed out bad candidates?

It’s not easy to uncover who’ll be the right sales hire for your company, and the criteria that makes someone good or bad will differ for everyone. But I want to share what’s worked well—consistently and historically—for us here at Close.io.

Here are 20 red flags to look out for in your sales hiring process.

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Case study: How the Bentley of calculators stays relevant and drives sales with Close.io

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Monroe Systems for Business has a legacy like few other companies. The inventor, manufacturer, and supplier of commercial calculators was founded in 1912 by Jay R. Monroe. Today, the 104-year-old company is a household name to accounting professionals.

Monroe has earned the trust of Fortune 500 companies, non-profit organizations and government agencies, including the likes of NASA.

Even Hollywood has recognized the strength of the Monroe brand. Their products have landed on major television networks and hit series including the show Mad Men. Today, Monroe continues to innovate and their Monroe UltimateX, is the most advanced adding machine available on the market.

Jason Marsdale, Senior Sales and Marketing Manager at Monroe Systems, shared with us what the business looks like today and how Close.io helps the deal count go up, daily.

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Actionable sales advice. Delivered weekly.

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