4 Tips For Setting Effective Sales Goals

By Lisa DeYoung – Account Executive


For sales leaders, there is no shortage of challenge when it comes to setting and reaching sales goals. Keeping the sales team focused and motivated is key to achieving success. Setting clear sales goals and coaching the team through the process will give team members the tools necessary to bring in more money and crush those quotas.

 Setting goals is the first step to succeeding. 

What is most important for sales leaders to consider when setting goals for their sales team? Here is our list of key areas to focus attention when setting goals as a sales leader:

1 – Set goals for the sales team that are specific and measurable. Provide detailed expectations as well as specific dollar amounts and deadlines.

2 – Based on these goals, work with individual members of the team to teach them how to  best contribute given their strengths and expertise.

3 – Seize the opportunity to coach individual team members on how to not only play up their strengths, but improve in areas where they lack experience.

4 – Don’t forget about your own self-improvement. Setting and pursuing goals is a great opportunity for reflecting on how you can up your selling game. This is also prime time to refine your coaching skills and become a better leader.

A sales team with a clear view of their goals, specific metrics for success and an engaged and insightful sales leader, is sure to shine bright and win more deals!

Utilizing a CRM provides extra muscle in the goal setting process. PipelineDeals is a wonderful toolset for helping sales leaders set and track their team’s sales goals. Learn more about goal setting and tracking in PipelineDeals.


Lisa is a Customer Ambassador at PipelineDeals and a graduate of Washington State University. Prior to joining PipelineDeals, Lisa spent 8 years working in the wine industry.

Comments

  1. 2 makes this a great post. It’s tough for a person to know their own strengths. The best manager I ever had was big on understanding your strengths and help discuss strategies to apply them.

  2. I agree Andrew! The ability to identify team members’ strengths is a key differentiator between good managers and great managers. The best managers help others understand their strengths and how to best apply those strengths in a given role.

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