Sales Meeting, Sales Managers, Sales Representative

How to Run an Effective Sales Meeting

The sales team is the quarterback of your company. Your entire organization is structured such that the sales team gets an advantage on the field and the market as a whole. Given that the weight of the company rests on the shoulders of sales representatives, it should come as no surprise that sales meetings are scheduled week-on-week to boost their morale. These huddles help validate the sales process and directly affect the growth of your business.

If you happen to be in charge of running a sales meeting, then you are probably aware of the need to streamline the discussion. Every minute you and your sales team spends in the conference room is precious. Here are a few tactics you can carry out to make the most of your sales force’s time and help the team members stay focused throughout the rest of the week.

On the Dot

Being on time, On the Dot, Schedule Sales Meeting

Schedule sales meetings at the beginning of the week, preferably Monday or latest by Tuesday morning. You want to talk to the team when they’re fresh and build that momentum as the week progresses. Ideally, a sales meeting should last anywhere between forty five minutes to an hour. Do not entertain any excuses for people being late. If the meeting starts at 10 am, make it a point to close the doors to the conference room at 10:01 am. It sends out a message that you value the time of your sales force and wouldn’t want to waste a second of it.

Aligned Agenda

Agenda, Prepared, Company goals

Set the agenda for the meeting before it commences. Having an agenda also helps you keep track of the conversations without digressing into tangents that do not need the attention of your entire sales team. Start by stating the company goals and targets you would want the sales team to achieve. Reiterating business goals at the beginning of every week engrains a company culture that is consistent. The agenda can include sales stats, performance charts, quotas and forecasts.

Short & Sweet

Regular meetings, sales presentations, business reports

Regular meetings have a knack for becoming a dreaded routine. Keeping each member’s presentation to a couple of minutes ensures that the meeting doesn’t spill over into the next hour. Finishing the meeting on time or earlier frees up more of your sales team’s time to focus on engaging prospects and closing more deals. A short and sweet report on sales activities from the previous week is usually sufficient to summarize the performance of your sales representatives. It’s a good way to ensure that each and every member in the sales meeting has a chance to speak without any hesitation.

Motivate Each Member

Motivate, Team Work

Sales meetings are an avenue to encourage your team to outperform. It goes without saying that a sales rep closing deals consistently has to be recognized and rewarded with kind words. But bear in mind that weaker sales reps need an extra push to transform themselves and a little appreciation can go a long way in helping them gain more confidence to get the job done. Take the time to distinctly define each member’s role in the sales team and build a support system that guarantees job satisfaction.

Numbers Speak Louder than Words

Sales Reports

For each sales meeting, figure out key metrics that can be shared with the team. These numbers should speak directly to the sales team and help them evaluate their own sales strategy. Perhaps it’s the number of calls they’ve made that week, or the number of emails they’ve sent between Monday to Friday. Measure each action taken on a weekly basis and take informed decisions for optimized results.

Overcome Roadblocks

Overcome Roadblocks, getting over rejections

Challenges are part and parcel of doing business. Sales representatives fresh off the boat can find it difficult to pick up the phone and connect with customers. It’s never easy to hear ‘no’ from customers but you can help them get over rejections. You may even notice that their email open rates are on the decline. In such cases, sales meetings become an opportunity to address these roadblocks and suggest tips and tricks that help them overcome these hurdles.

Next Steps

Next steps, setting expectations

A good sales meeting should end with every member being crystal clear about their next steps. A quick recap of highlights and lowlights before leaving the conference room adds a sense of closure to sales meetings. Another best practice you can follow is to let people take turns at taking notes during each session and share the minutes of the meeting on email. It ensures everyone is on the same page and sets expectations that can be exceeded in the upcoming week.


Sales meetings are an amazing team building exercise, if executed effectively. In conclusion, regular sales meetings are a must for achieving business goals on time. It leaves a lot of room for innovation and knowledge sharing that would otherwise be isolated. Follow these steps in your next meeting and let us know about your experience in the comments below.

Sales Funnel, Vtiger, CRM

Leave a Reply

Be the First to Comment!

Notify of

wpDiscuz
oneview-thumbnail

Debunking Salesforce 360

You may have heard about some hilariously creative guerilla marketing by Freshworks during the recent Dreamforce event with skydivers jumping off a blimp with some ...
How to Create Buyer Persona for Smarter Selling

How to Create Buyer Personas for Smarter Selling

For enterprises all over the world, finding the right customers to do business with has become more convenient than ever before. Since it is no ...
How to Delight Your Customers and Retain Their Loyalty

How to Delight Your Customers and Retain Their Loyalty

For most businesses today, attracting new customers to their products or services is a daily routine. At the same time, it should also be a ...
Top 5 Sales Trends to Follow in 2020

Top 5 Sales Trends to Follow in 2020

Buyers now have the power to go online and research products and services on-demand that can be made available to them in a matter of ...
2019 Gartner Peer Insights Customer's Choice Award

Vtiger recognized as a 2019 Gartner Peer Insights Customers’ Choice for Sales Force Automation for the THIRD consecutive time

We are excited to announce that Vtiger has been named a Gartner’s 2019 Peer Insights Customers’ Choice for Sales Force Automation. The latest result is ...
grow_email_list

A quick guide to email marketing

Introduction As email continues to be the most preferred communication channel for customers, it's very important for businesses to rethink their email marketing strategy. Every day, ...
breaking_silos

What is All-in-One CRM: A new CRM trend to build a great customer experience

With the growing number of touchpoints between a business and its customers, the need to integrate all touchpoints to provide a better experience is more ...
Facebook, LinkedIN, Twitter, Pinterest, Social Media Hacks

Social Media Hacks to Grow Your Business

In this day and age, running a successful business on-ground isn’t enough. Whether you’re selling books, brandy or a business application, you need an active ...
Vtiger_AMP_Emails

Save time and avoid clutter with AMP enabled emails in Vtiger

At Vtiger, we are always excited to look out for and adopt new technologies to help our CRM users work better. For instance, when Google ...
Surviving Recessions with CRM

Survive Recessions with CRM

The world is going through a phase of economic turbulence and many reports suggest that a recession is on the horizon. You might be thinking ...
loading
Copyright 2018 Vtiger