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The role of a team leader during a sales review is to facilitate the discussion and ensure that it is a positive and productive experience. They should encourage the team to reflect on both their successes and failures, and to learn from them. They should also ask probing questions to help the team understand their performance in more detail. The leader should ensure that the review is a safe space where everyone feels comfortable sharing their thoughts and experiences.
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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...
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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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