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The SET Blog

Using the SET CRM Activity Report to Coach Your Sales Team

The SET activity report provides a detailed look at the activities that a sales team has completed over a certain time period of time which includes things like phone calls, emails and meetings. This gives all sales managers valuable insight into individual and sales team performance. Using a CRM for activity reporting is a proven technique for […]

Manage Your Time Effectively with Calendar View

Time is money in sales, and how you plan your days, weeks and months can have a serious impact on your pipeline. Have you ever inadvertently squashed six hours of back-to-back meetings into a Monday when the rest of your week is free? This will quite often happen when you’re in a hurry and don’t […]

How Can Sales Reporting Help You Close More Deals?

In sales an easy sale is extremely hard to come by. Statistics say only 2% of first meetings turn into an instant sale, 98% of leads need to be followed up by nurturing them through your sales process. If your client base is small, all you would need to keep track of vital activities is […]

Define Your Ideal Prospect

A healthy pipeline helps you meet your sales targets. So, will getting a crazy number of customers into your pipeline result in huge success for your team? Well the answer is yes… and no. Sales teams need healthy pipelines to achieve growth but chasing anything that moves and stuffing anyone you speak to into your […]

Manage Your Sales with The SET Opportunity Pipelines

What is sales pipeline management? It’s the secret to sales success! With our opportunity pipeline feature, you will be able to gain control over sales and focus your team on the activities that matter the most. Sales pipeline management is without a doubt the single and most effective sales tool available to sales professionals today. The SET opportunity […]

Fine Tune Your Sales Process with SET for Business

Sales skills will help you close deals and implementing a selling process will help you consistently close deals. There has been a lot of debate around the advantage of sales skills over process, but a sales professional will never reach their full potential with just one or the other. Sweet-talking your clients might have worked in […]

How to Use SET Most Effectively

For small to medium sized businesses our CRM software solution can be a lifesaver. SET can help track vital data, such as how customer interactions are going and who you are reaching out to. SET can help you sort through customer data in innovative and powerful ways, doing anything from helping you predict customer needs […]

Introducing the SET dashboard!

As a sales professional, whats the first application you should be launching every morning? It’s not Facebook or Instagram that’s for sure… SET (and any other CRM that’s worth its weight in gold) collects all kinds of vital information about customers and prospects ensuring the correct, up-to-date and actionable information is available at all times. […]

The 4 Must-Have Elements of a Bulletproof Sales Proposal

Do you ever place yourself into your buyer’s shoes before putting together a proposal? What would be the first thing they notice about the proposal? What vital piece of information are they looking for? Here’s our 4 must-have elements of a bulletproof sales proposal.  1. Look and feel. How does the proposal document actually look […]

Sales Motivation – 5 Top Tips to Keep Your Sales Team Happy!

Mastering sales team motivation is somewhat of a skill. It can be a mammoth task, however happy and motivated sales professionals are more effective. Keeping them upbeat will most definitely help them close more deals. Remember, people buy people. It’s a fact that motivated sales teams love their job, and when you love your job, you […]

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