In sales, luck is never enough. Without tracking your actions, you are essentially working blind. If you don’t measure your efforts, you won’t know what’s working and what’s not. To succeed, you need to set clear goals, track your progress, and constantly improve.
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Main Point: Set Clear Activity Goals and Review Your Progress
The best salespeople don’t just wait for things to happen—they make them happen. Tracking your work is essential. Set clear goals for your activities like calls, visits, and quotes. Then, review your results regularly to stay on track and make necessary adjustments. This ensures you are always moving towards your targets.
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Window & Door Example: Weekly Activity Plan
Let’s say your goal is to increase sales by focusing on window and door sales. You might set a weekly goal like:
• 50 calls to potential customers (builders, contractors, homeowners).
• 10 visits to meet with clients in person or to give product demonstrations.
• 5 quotes for window and door installations.
At the end of each week, take a moment to review your numbers. Did you meet your goals? What went well? Where can you improve? Checking your results every Monday morning helps you stay motivated and focused. It also helps you identify patterns in your performance, allowing you to make small adjustments that can improve your results in the future.
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Marketing Tip: Use Your CRM System to Stay Organized
One of the best tools for tracking your sales activity is a CRM (Customer Relationship Management) system. A good CRM system can help you stay organized and on top of your work.
For example:
• Set up automatic reminders to follow up on quotes you’ve sent.
• Send follow-up emails to prospects who haven’t responded to your initial calls.
• Track how many quotes lead to actual sales, and which products or features seem to attract more attention.
Using a CRM system can help you maintain a professional approach, ensuring that nothing slips through the cracks. It also makes it easier to keep track of key information, like which customers are interested in energy-efficient windows or which contractors prefer custom doors.
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Conclusion: Tracking Leads to Better Results
Success in sales isn’t about leaving things to chance—it’s about taking action, setting goals, and reviewing your results. By setting clear goals for your calls, visits, and quotes, and tracking your progress, you can ensure that you are always moving in the right direction.
Don’t rely on luck—track your actions, stay organized with tools like CRM systems, and make improvements along the way. This approach will help you increase your sales, build relationships, and grow your business in the window and door industry.