How to manage multiple deals without letting things slip

Effectively navigating the sales realm necessitates a well-thought-out strategy for handling tasks, managing the pipeline, and dealing with miscellaneous items. But how do you manage everything without letting things slip through the cracks!

Here's a breakdown of how I have learned to manage my inbox to optimize sales:

Tasks = Solely prospecting activities

Conduct your prospecting activities through tasks within your Sales Engagement Platform or CRM. At CG Sports we use a CRM called Pipedrive (it’s amazing).

I categorize tasks into:

• Prospecting Tasks: Initiating cold emails, sending text messages, making cold calls, etc.

• Follow-Up Tasks: Addressing objections, ensuring meeting confirmations, etc.

Each day or every other day I try to regularly clear my task list and establish follow-up tasks for the prospects I’m working. I generally try to get these done early in the day or have a dedicated window during the week for it.

Pipeline = Exclusively open deals

For tasks that are related to active deals I’m trying to close, I simply label these tasks as “priority”. These tasks are things like creating proposals, sending quotes, reviewing legal terms, etc. Basically anything that will help move a deal forward. I try to schedule these tasks to be done in the afternoon when things are less busy and I can focus.

I try to close out the day by updating my pipeline, preparing for scheduled meetings, and checking off necessary actions on ongoing opportunities.

My notepad = For everything else

For everything else I simply track it in my written notepad. This includes marketing, internal projects and other items outside of sales. This is where the amazing CG Sports team comes into play because they allow me to delegate effectively. I generally break my to-do’s into three segments:

- Significant Tasks Today: Things taking over 30 minutes.

- Minor Tasks Today: Things takiong less than 30 minutes.

- Backlog: Assignments to address at a later time.

Inbox Organization

The above system allows my inbox to basically flow into one of the three buckets above. This allows me to crank through it quickly and reply to things very fast. Creating your own system will surprise you in how easy managing your inbox can become.

Establishing a closed-loop system guarantees that each sales task finds its rightful place, minimizing the likelihood of overlooked follow-ups or redundant entries. This method empowers you to navigate the continual flow of sales activities with clarity and efficiency.

Hope this helps!