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Last Updated:
September 12, 2023
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Sales support refers to providing assistance for sales activities, or aiming to streamline and automate sales operations through the use of tools such as SFA, CRM, and MA.
Many corporate representatives may be concerned about stagnant sales activities, where new customer acquisition was initially steady but began to decline after reaching a certain threshold, while existing customer churn increased.
For companies facing challenges with sales performance, deepening their understanding of sales support can serve as a catalyst for identifying bottlenecks and re-evaluating their sales processes. This article explains the fundamentals of sales support, as well as the benefits, effects, implementation steps, and key considerations for conducting sales support activities.
Table of Contents
1What Is Sales Support? Fundamentals and Objectives Explained
23 Benefits and Effects of Sales Support Activities
2-2Streamlining Sales Activities
2-3Moving Away From Individual-Dependent Sales
3Implementation Steps for Sales Support
3-1Visualize Sales Activity Processes
3-2Identify Bottlenecks in Sales Activities
3-3Strengthen Internal Structures Through Data-Driven Information Sharing
3-4Select Sales Support Methods
4Considerations for Implementing Sales Support
4-1Collaboration with Field Sales Representatives Is Essential for Success
4-2Reducing the Operational Burden on Field Sales Representatives Prevents Unnecessary Work
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Sales support refers to the practice of having team members assist sales representatives with non-core tasks, allowing the representatives to focus their resources on core sales activities such as negotiations and proposal development. Sales support can also encompass the use of systems like CRM, SFA, and MA tools to streamline customer management and sales operations.
Implementing sales support not only helps sales representatives achieve better results, but also increases their "core time"—the time spent on high-priority sales activities—by offloading non-core tasks such as preparing quotes, scheduling appointments, handling complaints, and drafting reports to other staff members.
In essence, the objective of sales support is to empower sales representatives to dedicate their efforts to high-impact activities like closing deals and participating in competitive bids.
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Sales support activities involve assisting sales representatives by having other staff members handle their non-core tasks. The benefits and effects of implementing sales support are as follows.
By streamlining sales support activities, sales representatives can reduce non-core tasks, thereby increasing the core time that directly impacts sales performance. The core sales activities that will increase are as follows:
By focusing on these tasks, you can improve customer acquisition rates and drive revenue growth.
Streamlining sales activities enables a focused approach toward high-probability leads and facilitates upselling and cross-selling proposals through thorough customer management.
By implementing sales support tools such as CRM, SFA, and MA, you can analyze past lost and won deals to clarify the characteristics of customers likely to convert. This analysis also allows you to understand customer challenges, enabling more effective upselling and cross-selling proposals.
Furthermore, by recording sales activities through tools, reporting tasks and other administrative duties can be managed in the cloud. Since there is no longer a need to return to the office for administrative work, sales representatives can dedicate more time to client meetings and customer engagement, which directly contributes to improved sales performance.
By sharing the sales techniques often performed based on the intuition of top performers with all employees, you can move away from sales activities that rely solely on individual talent. Analyzing the differences between top performers and those struggling to meet targets reveals the secrets to improving overall sales performance.
For example, by documenting the flow of lost and won deals in sales support tools or other data, you can visualize effective rebuttals for objections and successful closing techniques.
If this information is managed in the cloud so that sales representatives can access it at any time, you can standardize skill levels across the team and elevate the capabilities of the entire sales department.
First, visualize the tasks and steps that currently comprise your sales activities.
By breaking down and visualizing the sales process, you can identify steps that consume unnecessary time or tasks that can be simplified, allowing you to find areas for improvement to boost sales efficiency and implement corresponding measures. If there are areas for improvement in the sales process, it is important to provide feedback within the team and implement appropriate customizations as needed. Additionally, by breaking down and visualizing daily, weekly, and monthly schedules, you may uncover unexpected challenges. Identifying the factors that reduce productivity is essential for effective sales support. If there are processes that can be automated, introducing Marketing Automation (MA) or building new systems is also effective for advancing sales efficiency.
Once the sales flow is visualized, you can identify specific challenges within your sales activities.
These are just a few examples; let us identify the bottlenecks within your sales workflow.
To improve sales efficiency, it is essential to digitize and organize customer information. For effective sales activities, it is necessary to move away from individual, siloed sales approaches and instead share information across the entire sales team. By digitizing data such as prospect engagement, meeting details, and the status of ongoing deals, and enabling information sharing within the sales team and with other departments, you can streamline internal operations and formalize back-office processes. Organizing customer information and facilitating its sharing also ensures smooth handovers and promotes the sharing of institutional knowledge.
Furthermore, utilizing a corporate database when organizing customer information can significantly reduce the time costs associated with data entry. Maintaining accurate data through manual entry is difficult, as it requires constant updates whenever information changes. Since corporate database information is continuously updated, the need for manual maintenance is eliminated. This also removes the risks of duplicate entries, omissions, and input errors, ensuring that your data remains accurate at all times.
Once you have identified the challenges in your company's sales activities, select a sales support method to address them. For example, if there is a problem with insufficient communication with clients, implementing a CRM or SFA system can enable appropriate, timely communication.
Additionally, for challenges regarding insufficient information sharing among sales members, implementing business chat tools or utilizing sales support tools equipped with chat and commenting features can facilitate smoother information exchange.
The key here is to select a sales support method tailored to your specific challenges, ensuring that the goal remains solving those issues rather than simply implementing tools or changing internal policies.
A critical bottleneck in implementing sales support is the level of collaboration between the field sales department and the marketing department. The marketing department conducts market and needs analysis to acquire leads and nurture potential customers.
Meanwhile, sales representatives approach these leads and handle the closing process. Both play vital roles, but poor collaboration between them can create significant disadvantages for the entire organization.
For example, when the marketing department hands over leads to the sales department, it is difficult for the sales team to manage a large volume of leads if the customer information provided is insufficient.
If the sales department becomes frustrated with the marketing department's inadequate handover process, collaboration will decline, and potential customers who could have been converted may be lost due to a drop in motivation.
To prevent this, it is essential to strengthen collaboration between the marketing and sales departments through close communication, such as regular meetings and the use of tools for information sharing.
Sales support is intended to reduce the operational burden on sales representatives, allowing them to focus on core tasks; therefore, one must prioritize operational efficiency and reduction.
However, if new processes are added as part of sales support, they may inadvertently increase the burden on sales representatives.
For example, if an SFA is introduced to track sales opportunities, the complexity of data entry or the sheer volume of data required may increase administrative work.
In this case, not only does administrative work increase, but there is also a risk that accurate data will not be entered, as representatives may input data haphazardly just to finish the task quickly.
Since sales support must be designed to avoid increasing the workload of sales representatives, simplifying data entry and providing support from the perspective of the field team are crucial.
uSonar provides a customer data integration solution equipped with 12.5 million corporate records in Japan.
Sales support staff can accurately perform SFA data entry tasks that were previously done manually with a single click.
Sales lists can also be freely extracted and created from a database that covers business locations across Japan.
Integration with tools such as CRM, SFA, and MA is possible, and the system is equipped with features to effectively utilize customer information, including easy data entry, data enrichment, integration, deduplication, and data cleansing.
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★★Summary Start
In this article, we explained the basics of sales support, as well as the benefits, effects, implementation procedures, and points to consider when conducting sales support activities.
Sales support aims to streamline sales activities and increase time spent on core tasks. In short, it leads to improved sales performance and increased revenue.
However, when implementing sales support, it is important not to make implementation the goal itself, but rather to select the sales support method that aligns with your company's specific sales challenges.
★★Summary EndAuthor
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