{"id":14880,"date":"2021-09-09T14:33:30","date_gmt":"2021-09-09T14:33:30","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=14880"},"modified":"2026-04-23T08:32:24","modified_gmt":"2026-04-23T08:32:24","slug":"why-a-sales-planning-tool-is-needed","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/","title":{"rendered":"8 Reasons Why A Sales Planning Tool Is Needed For Your Business"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Ever been in a super-stressful, haphazard environment while running your business? <\/span><span style=\"font-weight: 400;\">I mean, who hasn&#8217;t, right?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Running a business is super dynamic with various factors changing up your plans every day. <\/span><span style=\"font-weight: 400;\">And if your work consists of factors outside of your control, like speaking to clients, things can go off schedule no matter how much you plan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is especially common in sales departments when you&#8217;re trying to convert leads and they take their own sweet time to get back to you. Or worse &#8212; ghost you.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, can one really bring order to the chaos and confusion of executing a sales plan? We think so.<\/span><\/p>\n<p><strong>With the right sales planning tool, you should be able to ease up your daily routine, forecast sales trends, and ace those big sales revenue targets! In this blog post, we will go over eight reasons why every business, no matter how small, needs a great sales planning tool.<\/strong><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#What_is_Sales_Planning\" >What is Sales Planning?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#Sales_Planning_Tool_8_Reasons_Why\" >Sales Planning Tool: 8 Reasons Why<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#1_Help_Your_Sales_Team_Prioritize_Their_Work_Day\" >#1. Help Your Sales Team Prioritize Their Work Day<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#2_Filtering_Leads\" >#2. Filtering Leads<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#3_Timely_Alerts\" >#3. Timely Alerts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#4_Track_Customer_Behavior\" >#4. Track Customer Behavior<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#5_Automate_Your_Sales_Process\" >#5. Automate Your Sales Process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#6_Gamify_Your_Work\" >#6. Gamify Your Work<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#7_Integrate_With_Third-Party_Software\" >#7. Integrate With Third-Party Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#8_Get_a_Holistic_View_of_Your_Sales_Targets\" >#8. Get a Holistic View of Your Sales Targets<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/why-a-sales-planning-tool-is-needed\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"What_is_Sales_Planning\"><\/span>What is Sales Planning?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Say you&#8217;re planning to launch a new product or service in the market. Sales planning involves forming and maintaining a plan using conceptual skills to achieve a goal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales plan covers forecasting, understanding market demands, and setting profit-based sales targets.<\/span><\/p>\n<p><strong>A good sales plan assesses how you can achieve your business goals with the resources you have at hand.&nbsp;<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Based on your business&#8217;s unique requirements and budget, your sales plan can be drafted quarterly, half-yearly, or once a year.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales planning is essential in ensuring your business is meeting its targets. It&#8217;s what keeps your business running.<\/span><\/p>\n<p><em><strong>Read also: <a href=\"https:\/\/www.engagebay.com\/blog\/sales-forecasting-strategies\/\">Sales Forecasting: Comprehensive Guide For Small Business Owners<\/a><\/strong><\/em><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"How to create the PERFECT Sales Plan!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/g5RhKYZvOMY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Sales_Planning_Tool_8_Reasons_Why\"><\/span>Sales Planning Tool: 8 Reasons Why<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>There are plenty of reasons why every business needs a dependable sales planning tool. To keep it simple, we&#8217;ve elaborated on just eight reasons here, and these are in no particular order.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Help_Your_Sales_Team_Prioritize_Their_Work_Day\"><\/span>#1. Help Your Sales Team Prioritize Their Work Day<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Did you know that salespeople and <\/span><a href=\"https:\/\/hbr.org\/2011\/02\/are-your-sales-reps-spending-t\"><span style=\"font-weight: 400;\">executives now spend less and less time with their clients<\/span><\/a><span style=\"font-weight: 400;\">?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Why is that? Because they&#8217;re busy handling internal processes like documentation and sorting out numerous details.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Managing sales data like client contact info, following up with old clients, closing feedback loops &#8212; these are some redundant tasks that take up more than 20% of your sales team&#8217;s precious time.<\/span><\/p>\n<p><strong>On the other hand, the average time salespeople spend communicating with clients has seen a sharp decline of 26%.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">If your sales team is busy with mundane tasks instead of dishing up an <a href=\"https:\/\/www.engagebay.com\/blog\/sales-strategy\/\">effective sales strategy<\/a>, it kinda misses the point, right?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is why you need a strategic sales planning tool that eases them from the headache of managing anything other than fruitful tasks.<\/span><\/p>\n<p>Take the EngageBay <a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\">Sales CRM<\/a> for example &#8212; it lets you manage a huge roster of contacts with a simple interface. It also lets you track leads till they&#8217;re converted, and you can automate most of this tracking.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14881 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/image1sales.gif\" alt=\"sales planning\" width=\"1370\" height=\"782\"><\/p>\n<p><span style=\"font-weight: 400;\">This automatically works with other activities like <a href=\"https:\/\/www.engagebay.com\/blog\/email-newsletters-with-templates\/\">sending newsletters<\/a>, timely follow-up messages or making calls at the right time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Great for your sales team, great for your clients, and definitely great for your business!&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Filtering_Leads\"><\/span>#2. Filtering Leads<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Break-ups are terrible but have you ever been ghosted by a lead you thought was promising? Heart-breaking, right?<\/span><\/p>\n<p><strong>With an efficient sales productivity tool, you get to pick and choose leads who actually need your effort.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Like most people, some prospects need just the right amount of persuasion at the correct time. But others might find it too much, and start ignoring your sales team altogether.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Assigning a lead quality score and a lead activity score is helpful in this scenario.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, each interaction with a customer leads to assigning a certain number of points to their score. The better and more frequent their interactions, the higher their score.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14882 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img2sales.png\" alt=\"contact management\" width=\"500\" height=\"500\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img2sales.png 500w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img2sales-300x300.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img2sales-150x150.png 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay is one sales planning tool that automates this for you and eases your sales planning process. You can still do it manually, or set up automation rules so your leads are assigned scores by the software.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These lead scores are great for dynamically creating lists so your team knows which <a href=\"https:\/\/www.engagebay.com\/blog\/customer-management-strategies\/\">target customers to contact on priority<\/a> based on previous interactions.&nbsp;&nbsp;<\/span><\/p>\n<blockquote><p><strong>Assigning a lead quality score and a lead activity score helps a lot in<a href=\"https:\/\/www.engagebay.com\/crm\/lead-scoring\"> finding leads<\/a> who actually need your effort<\/strong><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"3_Timely_Alerts\"><\/span>#3. Timely Alerts<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">How many times have we promised to call back a friend or co-worker and happily forgotten about it? <\/span><span style=\"font-weight: 400;\">It&#8217;s not deliberate, but it can be detrimental to your sales performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One missed call and the lead can slip through your hands.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Expecting your sales reps &#8212; who already have a lot on their hands &#8212; to remember when to get in touch with numerous leads is overkill.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What you can do is have a smart tool that sends you timely notifications to follow-up with hot leads, and shows you all the details of the lead, along with the entire communication history with your business, including call scripts.<\/span><\/p>\n<p><strong>Take EngageBay for example &#8211; it lets you schedule calls along with notes on what your last conversation was with a potential client.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12213 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-CRM-Software-with-Calling.png\" alt=\"calling software\" width=\"500\" height=\"296\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-CRM-Software-with-Calling.png 500w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-CRM-Software-with-Calling-300x178.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Another cool feature is the reassignment of missed calls. Say a potential customer calls during off-work hours or when a certain rep is unavailable.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The call automatically gets reassigned to another rep in the team, complete with all their info. <\/span><span style=\"font-weight: 400;\">This happens with rules you can pre-define on the tool.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This frees up a lot of headspace for your sales team who can now give your customers the attention to detail they deserve.<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h3><span class=\"ez-toc-section\" id=\"4_Track_Customer_Behavior\"><\/span>#4. Track Customer Behavior<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Tracking a customer&#8217;s journey with your business is easy if your team is dealing with a small number of contacts. When you start scaling up, using your gut instinct to predict customer behavior becomes difficult.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That&#8217;s where a good sales planning software comes in.<\/span><\/p>\n<p><strong>You should be able to track every tiny behavior of your potential customer in order to convert them. With insights into which of your web pages they read and how much time they spent and where on your website, blogs, and <a href=\"https:\/\/www.engagebay.com\/marketing\/landing-pages\">landing pages<\/a>, the right sales planning tool can help you eliminate all guesswork.<\/strong><\/p>\n<p>With a powerful sales tool like EngageBay, you can be notified when a prospect opens an email or clicks a link within. While these are small examples, the tool offers many more insights and even heatmaps of your customer\u2019s time on your website.<\/p>\n<p><span style=\"font-weight: 400;\">Based on the lead\u2019s online keyword searches, you can stay informed about their preferences and so on. Every time someone comments on your socials, you get notified, so you can always respond quickly and show the prospects that you care.&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14884 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img4.png\" alt=\"sales planning\" width=\"810\" height=\"504\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img4.png 810w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img4-300x187.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img4-768x478.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img4-595xh.png 595w\" sizes=\"(max-width: 810px) 100vw, 810px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Automate_Your_Sales_Process\"><\/span>#5. Automate Your Sales Process<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As your sales reps keep speaking to leads, they will establish a pattern as to what makes them make a purchase.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It could be a timely SMS, newsletter, email, or a simple phone call.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These are often secrets of the trade that each sales rep builds over time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Certain tips and tricks, when done at the right time, can &#8216;lead&#8217; to a conversion. Apologies for the pun \ud83d\ude09<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What if your sales tool can actually track this behavior?<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14883 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img3.png\" alt=\"sales planning\" width=\"810\" height=\"419\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img3.png 810w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img3-300x155.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img3-768x397.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/img3-595xh.png 595w\" sizes=\"(max-width: 810px) 100vw, 810px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Say your sales rise after sending out emails to your niche, loyal customer base. Wouldn&#8217;t you want to replicate that regularly?<\/span><\/p>\n<p><strong><a href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process-2020\/\">Sales automation<\/a> does just that. It helps you figure out your customer behavior over a series of actions and shows it to you in real-time.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">You can then automate certain activities like sending a particular set of customers your promotional emails, SMS broadcasts, or newsletter updates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A great sales <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM tool<\/a> can take care of this cycle of personalized communication, while your salespeople can focus on what they do best &#8212; strategize to achieve bigger targets.<\/span><\/p>\n<p><em><strong>Read Also: <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">Ace the Sales Process: 9 Strategies Nobody Ever Follows<\/a><\/strong><\/em><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Gamify_Your_Work\"><\/span>#6. Gamify Your Work<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sales is a high-pressure work environment with lofty goals and little time to achieve them. <\/span><span style=\"font-weight: 400;\">It&#8217;s possible that your salespeople overwork and burn out in the process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A unique way to tackle this is to gamify your work. How do you do that? You guessed it &#8211; with a <a href=\"https:\/\/www.engagebay.com\/blog\/sales-crm\/\">sales planning tool<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use leaderboards and reward the high-performing sales reps, all online and with complete transparency. (Say goodbye to favoritism and bias)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Setting short-term and easy goals like weekly or monthly targets can help keep your team focused and motivated. <\/span><span style=\"font-weight: 400;\">You can use self-reflection dashboards and establish useful feedback loops to ensure your sales team&#8217;s performance is always excellent.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Integrate_With_Third-Party_Software\"><\/span>#7. Integrate With Third-Party Software<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Using software tools to manage your business is great. But burdening your employees with multiple tools, multiple passwords and multiple redundant things to do isn&#8217;t.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Did you know that your <\/span><a href=\"https:\/\/pmc.ncbi.nlm.nih.gov\/articles\/PMC7647807\/\"><span style=\"font-weight: 400;\">stress increases with every mouse tap or click<\/span><\/a><span style=\"font-weight: 400;\">?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using complex software that&#8217;s badly designed can demotivate your team faster than you think. <\/span><span style=\"font-weight: 400;\">They could end up giving on their goals altogether.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Prevent this. Use an <\/span><a href=\"https:\/\/www.engagebay.com\/customer-journey-to-success\"><span style=\"font-weight: 400;\">all-in-one software<\/span><\/a><span style=\"font-weight: 400;\"> that offers a lot of functionalities that come in-built.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13942 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/All-in-one-1.png\" alt=\"all-in-one marketing software\" width=\"1200\" height=\"900\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/All-in-one-1.png 1200w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/All-in-one-1-300x225.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/All-in-one-1-1024x768.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/All-in-one-1-768x576.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/All-in-one-1-595xh.png 595w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">While this is an ideal scenario, you could also use tools that easily integrate with other third-party software.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How is this useful? Take your sales rep&#8217;s regular day of work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They may have to go through contacts, schedule calls, take notes, leave messages to clients, send emails, design newsletters, post on social media, and some other activities in between.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While one software might not do it all, you can make their life simpler by just getting a software that <\/span><a href=\"https:\/\/www.engagebay.com\/integrations\"><span style=\"font-weight: 400;\">integrates easily with other key business tools<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay lets you handle marketing, sales, social media, and CRM tasks, all from one dashboard. It also offers integrations with a host of popular tools like <strong>Plivo, Zapier, Mandrill, DocuSign,<\/strong> and so on.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-director\/\">Read also: How to Become a Sales Director: Skills, Qualifications, Salaries, and JD<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Get_a_Holistic_View_of_Your_Sales_Targets\"><\/span>#8. Get a Holistic View of Your Sales Targets<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Like we discussed, multiple factors go into hitting that one big sales target. <\/span><span style=\"font-weight: 400;\">With multiple factors, comes the possibility of multiple goof-ups.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With several small fire-fighting tasks you do every day, it&#8217;s easy to lose sight of your overall sales goal.<\/span><\/p>\n<p><strong>Get a tool that helps you with a holistic view of where you are on your sales journey.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Your sales software should enable a <a href=\"https:\/\/www.engagebay.com\/crm\/360-degree-customer-view\">360-degree view<\/a> of your potential customers both at micro and macro levels.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14885 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/mig5.gif\" alt=\"sales planning\" width=\"1366\" height=\"656\"><\/p>\n<p><span style=\"font-weight: 400;\">This will enable you to create personalized sales strategies, and plan well in advance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay offers sales reports based on dozens of default metrics that you can use, but it also allows you to add your own custom metrics to <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/crm-reports\"><span style=\"font-weight: 400;\">generate visual sales reports<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">While we did make some compelling arguments as to why you should get a sales planning tool ASAP, here are a few things you should consider before you invest in one:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is it simple enough to integrate into your daily business activities?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Will your sales team be able to start using it immediately with little effort?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is this just another investment that looks fancy but does nothing?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Will this help speed up or ease your sales team&#8217;s work? (Ideally, the amount of work that a tool gets off your hands should be worth weeks or months of man-hours.)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Does the tool offer adequate support and tutorials to help you get started?<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Also, we suggest using the sales planning tool in a free version for a couple of weeks, so you can weigh out the pros and cons of the product before locking in.<\/span><\/p>\n<p><strong>EngageBay offers a free plan for up to 15 users that lasts forever. The free plan offers plenty of features for sales managers, including lead grabbers, email autoresponder, email marketing, <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-chatbot\/\">Live Chat<\/a>, integrated CRM, and landing pages.&nbsp;<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">To know more, <\/span><a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\"><span style=\"font-weight: 400;\">click here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Ever been in a super-stressful, haphazard environment while running your business? I mean, who hasn&#8217;t, right? Running a business is [&hellip;]<\/p>\n","protected":false},"author":33,"featured_media":15977,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[158],"tags":[6177,6178],"class_list":["post-14880","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales","tag-sales-planning","tag-sales-planning-tool"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - 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