"(Situation) When I first joined my current company, I quickly noticed there was little structure in how we followed up with high-quality leads. (Task) As the new Sales Manager, I knew that I had to repair this lack of structure since it directly tied to my sales team's success, including our sales numbers, closing ratio, and other critical metrics. (Action) The company had invested in Salesforce, but they were not utilizing it properly, so I engaged a Salesforce Administrator. The Salesforce Administrator and I had discussions on how we could maximize the team's capability in the system. Next, the Salesforce rep and I held a 3-day training with the sales team to ensure they were fully capable of following through and completely bought into the importance of utilizing the CRM correctly. We trained on Contact Management, Lead Management, and Dashboard Dynamics. (Result) Over the period of three months, we saw an incredible boost in our sales numbers. The team increased their outgoing calls by 70%, and our call-to-close ratio skyrocketed."
