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A sales review can contribute to the overall growth of a business by providing insights into what strategies are working and which ones are not. It allows the team to learn from their past experiences, both positive and negative, and use that knowledge to improve future performance. It can help identify the industries where the business is performing well and where it is not, and how long it takes to separate successful deals from unsuccessful ones. This information can then be used to refine sales strategies, improve decision-making, and ultimately drive business growth.
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Frame the retrospective as a positive event – remind your team that this review is about learning, not blaming; it's about the past and the future; this review is a safe haven where everyone involved can speak their mind without negative repercussions. Discuss what went well – participants should be pushed to think beyond generalities and pin down specifics. Rather than settle for statements like "I made my quotas" or "I closed a big deal," encourage yourself and your team to dig deeper, the Pipedrive team says. Discuss what went poorly – things don't always go our way, people make mistakes, and teams don't always meet their goals. The experts say: "Those that don't learn from history are doomed to repeat it, so make sure the history is accurately chronicled." Cover all your bases – ask more prompting questions, like "In what industry were your biggest wins?" "In what industry were your biggest losses?" "How long did it take to separate the deals from the duds?" "What percentage of you...
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Customize our new Sales Review presentation to motivate your team. Use our Sales Review presentation to summarize findings from the year’s performance...