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API

As the world continues to evolve, the way we work has undergone a significant shift, and remote work has become the new norm for many sales teams. 

However, managing a remote sales team can be tricky, and it requires a unique set of skills and practices to ensure your team stays productive and motivated.

That's where Insightful comes in. Our work from home software is designed to help you manage your remote sales team effectively and drive better sales performance. 

In this blog post, we'll share some best practices for managing remote sales teams that can help you create a successful and productive team, even in a virtual setting.

Define Clear Sales Goals

To set clear sales goals for your remote sales team, start by identifying specific sales targets and quotas. 

In addition, there are a few more things you can do to set clear sales goals for your remote sales team:

  • Involve Your Sales Team in Goal-Setting: Involving your sales team in goal-setting can help boost engagement and buy-in. Ask your team for input on setting sales targets and involve them in the process. This can help create a sense of ownership and responsibility amongst your team, which can lead to better performance.

  • Set SMART Goals: SMART goals are specific, measurable, achievable, relevant, and time-bound. When setting goals for your remote sales team, make sure they meet these criteria.

  • Break Down Goals into Achievable, Short-Term Targets: Breaking down goals into achievable, short-term targets can help your team stay motivated and focused. 

  • Communicate Goals Clearly and Consistently: Communication is key when it comes to setting clear sales goals for your remote sales team. Make sure your team understands the targets and knows how they will be measured. 

Pro Tip: Insightful provides real-time visibility into your team's sales performance. Use Insightful's software to track progress towards these targets and celebrate small wins along the way. 

Leverage Sales Technology

Investing in sales technology such as CRM, video conferencing, and sales enablement software can help your remote sales team sell effectively in a virtual setting. 

However, simply having these tools is not enough; you also need to ensure that your team is trained and comfortable using them to maximize their benefits. 

Here are some additional tips for leveraging sales technology effectively:

  • Customize Tools to Your Sales Process: Customize your sales tools to your sales process to help your team work more efficiently. 

  • Provide Ongoing Training and Support: Provide ongoing training and support to help your team stay up-to-date with the latest sales techniques and best practices. 

  • Encourage Collaboration and Feedback: Encourage collaboration and feedback amongst your team to help them work more efficiently and effectively. 

  • Measure the Impact of Sales Technology: Measure the impact of your sales technology by tracking key metrics such as sales conversion rates, call-to-meeting ratios, and lead generation. 


Pro Tip:
Use Insighful‘s software that tracks computer usage to monitor progress towards these metrics and identify areas where your team needs support.

Schedule Frequent Communication

In addition to setting a regular cadence for team and one-on-one meetings, there are a few more things you can do to schedule frequent communication effectively:

  • Set an Agenda and Stick to It: To make the most of your meetings, set an agenda ahead of time and stick to it. Use Insightful's communication tools to share the agenda with your team beforehand, so they know what to expect. This can help keep your meetings focused and productive.

  • Use Video Conferencing Tools Effectively: Video conferencing tools are a great way to facilitate face-to-face interactions with your remote sales team. However, it's essential to use them effectively. Make sure everyone knows how to use the tools, and encourage them to use them consistently. Also, ensure that everyone has access to the necessary hardware and internet bandwidth.

  • Encourage Open Communication: Encourage open communication amongst your remote sales team by creating a safe and supportive environment. 

  • Provide Regular Feedback and Coaching: Providing regular feedback and coaching can help your sales reps stay on track and improve their performance. 

Pro Tip: Insightful's software to track computer usage allows you to monitor progress toward sales targets and goals and provide your team with real-time feedback.

Provide Sales Coaching and Training

Sales techniques and best practices are constantly evolving. To help your sales reps stay up-to-date with the latest trends, provide ongoing sales training opportunities.

There are a few more things you can do to provide effective sales coaching and training to your remote sales team:

  • Provide Personalized Coaching and Training: Every sales rep is different, and each one may need different types of coaching and training.

  • Use Gamification to Boost Engagement: Gamification is an excellent way to boost engagement and motivation amongst your remote sales team. 

  • Provide Ongoing Sales Training Opportunities: Sales techniques and best practices are constantly evolving. To help your sales reps stay up-to-date with the latest trends, provide ongoing sales training opportunities.

  • Celebrate Successes and Recognize Achievements: Celebrating successes and recognizing achievements is an excellent way to motivate your remote sales team. 



Pro Tip: Use Insightful’s computer supervision software to ensure your remote sales teams are using communication tools effectively. 

Foster a Sales Team Culture

To foster a sales team culture that encourages teamwork and collaboration amongst your remote sales reps, you need to create an environment where everyone feels valued and connected. 

Here are a few tips to help you achieve this:

  • Celebrate Successes: Celebrating successes is an excellent way to foster a sense of community amongst your remote sales team. Recognize your team's achievements by sending out company-wide emails or organizing virtual celebrations. 

  • Encourage Cross-Functional Sales Efforts: Encouraging cross-functional sales efforts can help break down silos and promote collaboration amongst your team. Assign sales reps to work on projects with reps from other departments and create a shared sense of purpose. 

  • Promote a Sense of Camaraderie: Creating a sense of camaraderie amongst your remote sales team can help boost morale and improve job satisfaction. Encourage your team to interact socially by organizing virtual team-building activities or casual coffee chats. 

Pro Tip: With Insightful’s  staff monitoring software, you can align your sales team's efforts with other departments and ensure that your team is working towards the broader goals of the company. By tracking cross-functional collaborations, analyzing customer interactions, tracking sales metrics, and collaborating on sales collateral, you can create a more cohesive and aligned organization.

Measure Sales Performance

To measure sales performance, track sales metrics regularly, including leads generated, calls made, opportunities closed, and overall revenue.

Here are some additional metrics to consider:

  • Sales Cycle Time: How long does it take for a lead to become a customer? Tracking your sales cycle time can help you identify areas where your team may need to improve, such as lead qualification or closing deals more quickly.

  • Conversion Rates: How many leads actually turn into customers? By tracking conversion rates, you can identify areas where your team may need more training or support, such as lead qualification or objection handling.

  • Customer Lifetime Value (CLV): How much is a customer worth to your company over their lifetime? By tracking CLV, you can identify which customers are the most valuable to your company and focus your sales efforts on those customers.

  • Sales Pipeline Velocity: How quickly are leads moving through your sales pipeline? By tracking sales pipeline velocity, you can identify bottlenecks in your sales process and make adjustments to improve performance.

Use these metrics to identify areas for improvement and recognize high-performing sales reps. Sharing this data with your sales team can help them stay focused on the right goals and understand how they're contributing to the team's overall success. 

Pro Tip: Insightful provides real-time insights into your team's sales performance. With detailed reports and analytics, you can identify trends, areas for improvement, and high-performing sales reps. 

Encourage a Work-Life Balance

To encourage a work-life balance, encourage your remote sales reps to establish a schedule and take breaks. 

Here are some additional tips:

  • Encourage Exercise and Movement: Encourage your remote sales reps to take breaks throughout the day to stretch, move around, and exercise. This can help them stay energized and focused throughout the day.

  • Offer Flexibility: Offer your sales reps flexibility in their work schedule, such as the ability to work from home or adjust their working hours to better suit their needs. This can help them better balance their work and personal responsibilities.

  • Provide Mental Health Support: Providing mental health support can help your sales reps cope with the stress of remote work and maintain a healthy work-life balance. Consider offering resources such as counseling or mental health days to support your team's well-being.

  • Set Clear Expectations: Set clear expectations for your team's workload and communicate these expectations clearly. This can help your sales reps better manage their time and balance their work and personal responsibilities.

Pro Tip: With Insightful, you can help your sales reps manage their workload and establish a healthy work-life balance. 

Lead by Example

To lead by example, set clear expectations, hold yourself accountable, and maintain a positive attitude towards your team's success. 

Use Insightful to provide you with the data and insights you need to make informed decisions and drive sales performance. With real-time data and analytics, you can identify areas where your team needs support and coaching, and make data-driven decisions to improve sales performance.

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Remote Work Management

Best Practices for Managing Remote Sales Teams

Written by
Kendra Gaffin
Published on
April 6, 2023

As the world continues to evolve, the way we work has undergone a significant shift, and remote work has become the new norm for many sales teams. 

However, managing a remote sales team can be tricky, and it requires a unique set of skills and practices to ensure your team stays productive and motivated.

That's where Insightful comes in. Our work from home software is designed to help you manage your remote sales team effectively and drive better sales performance. 

In this blog post, we'll share some best practices for managing remote sales teams that can help you create a successful and productive team, even in a virtual setting.

Define Clear Sales Goals

To set clear sales goals for your remote sales team, start by identifying specific sales targets and quotas. 

In addition, there are a few more things you can do to set clear sales goals for your remote sales team:

  • Involve Your Sales Team in Goal-Setting: Involving your sales team in goal-setting can help boost engagement and buy-in. Ask your team for input on setting sales targets and involve them in the process. This can help create a sense of ownership and responsibility amongst your team, which can lead to better performance.

  • Set SMART Goals: SMART goals are specific, measurable, achievable, relevant, and time-bound. When setting goals for your remote sales team, make sure they meet these criteria.

  • Break Down Goals into Achievable, Short-Term Targets: Breaking down goals into achievable, short-term targets can help your team stay motivated and focused. 

  • Communicate Goals Clearly and Consistently: Communication is key when it comes to setting clear sales goals for your remote sales team. Make sure your team understands the targets and knows how they will be measured. 

Pro Tip: Insightful provides real-time visibility into your team's sales performance. Use Insightful's software to track progress towards these targets and celebrate small wins along the way. 

Leverage Sales Technology

Investing in sales technology such as CRM, video conferencing, and sales enablement software can help your remote sales team sell effectively in a virtual setting. 

However, simply having these tools is not enough; you also need to ensure that your team is trained and comfortable using them to maximize their benefits. 

Here are some additional tips for leveraging sales technology effectively:

  • Customize Tools to Your Sales Process: Customize your sales tools to your sales process to help your team work more efficiently. 

  • Provide Ongoing Training and Support: Provide ongoing training and support to help your team stay up-to-date with the latest sales techniques and best practices. 

  • Encourage Collaboration and Feedback: Encourage collaboration and feedback amongst your team to help them work more efficiently and effectively. 

  • Measure the Impact of Sales Technology: Measure the impact of your sales technology by tracking key metrics such as sales conversion rates, call-to-meeting ratios, and lead generation. 


Pro Tip:
Use Insighful‘s software that tracks computer usage to monitor progress towards these metrics and identify areas where your team needs support.

Schedule Frequent Communication

In addition to setting a regular cadence for team and one-on-one meetings, there are a few more things you can do to schedule frequent communication effectively:

  • Set an Agenda and Stick to It: To make the most of your meetings, set an agenda ahead of time and stick to it. Use Insightful's communication tools to share the agenda with your team beforehand, so they know what to expect. This can help keep your meetings focused and productive.

  • Use Video Conferencing Tools Effectively: Video conferencing tools are a great way to facilitate face-to-face interactions with your remote sales team. However, it's essential to use them effectively. Make sure everyone knows how to use the tools, and encourage them to use them consistently. Also, ensure that everyone has access to the necessary hardware and internet bandwidth.

  • Encourage Open Communication: Encourage open communication amongst your remote sales team by creating a safe and supportive environment. 

  • Provide Regular Feedback and Coaching: Providing regular feedback and coaching can help your sales reps stay on track and improve their performance. 

Pro Tip: Insightful's software to track computer usage allows you to monitor progress toward sales targets and goals and provide your team with real-time feedback.

Provide Sales Coaching and Training

Sales techniques and best practices are constantly evolving. To help your sales reps stay up-to-date with the latest trends, provide ongoing sales training opportunities.

There are a few more things you can do to provide effective sales coaching and training to your remote sales team:

  • Provide Personalized Coaching and Training: Every sales rep is different, and each one may need different types of coaching and training.

  • Use Gamification to Boost Engagement: Gamification is an excellent way to boost engagement and motivation amongst your remote sales team. 

  • Provide Ongoing Sales Training Opportunities: Sales techniques and best practices are constantly evolving. To help your sales reps stay up-to-date with the latest trends, provide ongoing sales training opportunities.

  • Celebrate Successes and Recognize Achievements: Celebrating successes and recognizing achievements is an excellent way to motivate your remote sales team. 



Pro Tip: Use Insightful’s computer supervision software to ensure your remote sales teams are using communication tools effectively. 

Foster a Sales Team Culture

To foster a sales team culture that encourages teamwork and collaboration amongst your remote sales reps, you need to create an environment where everyone feels valued and connected. 

Here are a few tips to help you achieve this:

  • Celebrate Successes: Celebrating successes is an excellent way to foster a sense of community amongst your remote sales team. Recognize your team's achievements by sending out company-wide emails or organizing virtual celebrations. 

  • Encourage Cross-Functional Sales Efforts: Encouraging cross-functional sales efforts can help break down silos and promote collaboration amongst your team. Assign sales reps to work on projects with reps from other departments and create a shared sense of purpose. 

  • Promote a Sense of Camaraderie: Creating a sense of camaraderie amongst your remote sales team can help boost morale and improve job satisfaction. Encourage your team to interact socially by organizing virtual team-building activities or casual coffee chats. 

Pro Tip: With Insightful’s  staff monitoring software, you can align your sales team's efforts with other departments and ensure that your team is working towards the broader goals of the company. By tracking cross-functional collaborations, analyzing customer interactions, tracking sales metrics, and collaborating on sales collateral, you can create a more cohesive and aligned organization.

Measure Sales Performance

To measure sales performance, track sales metrics regularly, including leads generated, calls made, opportunities closed, and overall revenue.

Here are some additional metrics to consider:

  • Sales Cycle Time: How long does it take for a lead to become a customer? Tracking your sales cycle time can help you identify areas where your team may need to improve, such as lead qualification or closing deals more quickly.

  • Conversion Rates: How many leads actually turn into customers? By tracking conversion rates, you can identify areas where your team may need more training or support, such as lead qualification or objection handling.

  • Customer Lifetime Value (CLV): How much is a customer worth to your company over their lifetime? By tracking CLV, you can identify which customers are the most valuable to your company and focus your sales efforts on those customers.

  • Sales Pipeline Velocity: How quickly are leads moving through your sales pipeline? By tracking sales pipeline velocity, you can identify bottlenecks in your sales process and make adjustments to improve performance.

Use these metrics to identify areas for improvement and recognize high-performing sales reps. Sharing this data with your sales team can help them stay focused on the right goals and understand how they're contributing to the team's overall success. 

Pro Tip: Insightful provides real-time insights into your team's sales performance. With detailed reports and analytics, you can identify trends, areas for improvement, and high-performing sales reps. 

Encourage a Work-Life Balance

To encourage a work-life balance, encourage your remote sales reps to establish a schedule and take breaks. 

Here are some additional tips:

  • Encourage Exercise and Movement: Encourage your remote sales reps to take breaks throughout the day to stretch, move around, and exercise. This can help them stay energized and focused throughout the day.

  • Offer Flexibility: Offer your sales reps flexibility in their work schedule, such as the ability to work from home or adjust their working hours to better suit their needs. This can help them better balance their work and personal responsibilities.

  • Provide Mental Health Support: Providing mental health support can help your sales reps cope with the stress of remote work and maintain a healthy work-life balance. Consider offering resources such as counseling or mental health days to support your team's well-being.

  • Set Clear Expectations: Set clear expectations for your team's workload and communicate these expectations clearly. This can help your sales reps better manage their time and balance their work and personal responsibilities.

Pro Tip: With Insightful, you can help your sales reps manage their workload and establish a healthy work-life balance. 

Lead by Example

To lead by example, set clear expectations, hold yourself accountable, and maintain a positive attitude towards your team's success. 

Use Insightful to provide you with the data and insights you need to make informed decisions and drive sales performance. With real-time data and analytics, you can identify areas where your team needs support and coaching, and make data-driven decisions to improve sales performance.