taskbridge tips: inside sales edition
In the fast-paced world of Inside Sales, efficiency and effective collaboration are key to success. taskbridge is designed to streamline your workflow, enhance your productivity, and improve your teamwork. Here are some essential tips on how to leverage taskbridge to optimize your Inside Sales process.
1. Streamline Quote Creation in the Cost Sheet/Opportunities Section
Creating quotes is a fundamental part of Inside Sales, and taskbridge makes this task seamless. In the Cost Sheet/Opportunities section, you can easily create detailed and accurate quotes. Here’s how:
Multiple Versions: You can create different versions of a quote by copying the original and adjusting the numbers or equipment as needed. This feature saves you from re-entering all the information, reducing clicks and potential errors.
Consistency and Accuracy: This method ensures consistency across quotes and allows you to quickly compare different scenarios to present the best options to your customers.
2. Enhance Collaboration with Outside Sales
Effective communication with your outside sales team is crucial for closing deals. taskbridge facilitates this collaboration:
Real-Time Updates: You can meet with your assigned outside sales team member and review the quote together. taskbridge allows you to make changes on the fly based on their feedback, ensuring that the quote aligns perfectly with customer needs.
Learning Opportunity: This process also serves as a valuable learning experience for new Inside Sales team members, helping them understand how to craft detailed quotes and refine their skills.
3. Utilize Dashboards to Track Progress and Accountability
taskbridge’s dashboard feature is a powerful tool for tracking and showcasing your progress:
Weekly Tracking: Use the dashboard to monitor the quotes you’ve completed from the previous week. This not only helps you stay organized but also allows you to demonstrate your productivity and effectiveness.
Accountability: By keeping track of your activities, you hold yourself accountable and ensure that you are meeting your targets and deadlines.
4. Ensure Comprehensive Project Management
Inside Sales isn’t just about creating quotes; it’s also about managing the sales process effectively. taskbridge helps you stay on top of all project-related activities:
Meeting Tracking: The platform allows you to track which projects haven’t had certain meetings, ensuring that you and your team can complete all necessary steps before a project moves to the next stage. This comprehensive tracking prevents any critical steps from being overlooked.
Opportunity Management: Use the Opportunities section to keep track of all potential contractors bidding on the project. This feature helps you manage your pipeline efficiently and organize the different contractor opportunities information.
Keeping Quotes Current or Tracking Expiring Quotes: taskbridge allows managers and team members to view won projects and keep track of quotes that are in submittal and may expire before they are ordered. This allows the Inside Sales team to keep track of expiring quotes for refresh rather than having to re-run them altogether saving time, clicks, and frustration.
Conclusion
By fully utilizing taskbridge’s features, Inside Sales teams can enhance their efficiency, improve collaboration with Outside Sales, and ensure thorough project management. These tips will help you streamline your workflow, stay accountable, and ultimately, close more deals. Start leveraging taskbridge today to take your Inside sales performance to the next level!
“taskbridge’s efficiency and quality is what has been most beneficial to me as an Inside Sales Estimator. Through this platform, projects are completed from start to finish with ease. I am able to keep track of upcoming projects and even go back to previously won/lost jobs to better strategize for the future.”