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Sales Calendar Management – Organize Your Sales Time

Amie Laura Parnaby
November 19, 2021
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Sales Calendar Management

Salespeople are always looking for ways to be more productive and maximize their time. This is why it’s crucial to plan your sales calendar, use a tracking system, and have an organized desk. Sounds complicated? Well, it doesn’t have to be! Check our tips for the right sales calendar management.

Why is sales calendar management so important?

Organizing your schedule allows you to have better control over your day-to-day tasks, which leads to increased productivity when you are working on those tasks or projects. It also helps plan out future appointments in advance and have them repeat at regular intervals throughout the month/week, like weekly marketing campaigns that need promotion every week rather than doing it as-it-happens.


#1 Find a format that suits you best

To create your own customized monthly sales schedule, you can use the following steps: Create an Excel chart with columns for each day of the week and rows for all days in that month. In each cell, enter one task or event to keep track of on that date. This is where you will write down everything from meetings set up through email to tasks assigned by supervisors or managers at work (or just anything you want). Keep in mind what it is time-wise when you are filling this out—is it morning? Noon? Evening? The goal here is to have more control over how much attention and focus goes into different things throughout your day. So you can adjust your sales calendar accordingly.

You can also create a schedule of the week ahead, so you know when you’ll be meeting with who or what your goals are for that day. You can start by creating monthly calendars and filling them out on paper before moving to digital planning tools like Google Calendar.

Having an excellent calendar management procedure in place helps you un-double meetings and have everything under control.

#2 Manage it as a whole

The third tip is to manage your calendar as a whole—not just individual events or meetings. Otherwise, it’s easy for them all to pile up without any apparent order, and you end up missing deadlines because one event didn’t get its reminder sent out early enough due to lack of attention elsewhere (for example). The more organized things are at the beginning of the week when it feels like plenty of time is available, the more time you will eventually have.

#3 Don’t change your preferences

Take steps to optimize your personal preferences for sales time, and make sure they align with other successful people’s best practices.

There is no one-size-fits-all approach to planning your calendar, so you should always consider which actions work well for prospects and customers. The key here is that we need an excellent schedule management procedure.

You are the only one who knows when to work best and where you can be most productive. With a heavy workload, it’s not possible to delegate all aspects of your skills away from yourself. Once someone else starts directing when and where you need to be at your sharpest, you lose rhythm and flow in both your productivity and focus itself.

#4 Nothing works without a plan

The number one rule of successful people is that they have a plan. It can be anything – for example, having an idea and then researching it to see if the execution would work out differently than expected. When you’re following your gut instinct without any other input or information, chances are, you might not get what you want (or worse – you’ll make mistakes).

To create effective organization, we need a system that allows us to track where our time goes and keep up with deadlines. All the while ensuring sure there isn’t too much stress involved.

#5 Use sales tracking systems

There are many types of sales software out there that might suit different needs depending on how much time they want to spend gathering data versus generating leads. Whatever type works best for you, make sure to input everything into the software as soon as possible after each call -including things such as notes from conversations, contact information, and more. SimplyMeet.me can assist in this process without a doubt.

#6 Plan some time for sales pitches, too

A sales calendar is not only about sales itself – but also about pitches and preparing offers. You still need to schedule research and prep time for upcoming sales pitches. The quickest way to not get a sale is to be unprepared for the meeting.

The best way to keep your calendar balanced with work, life, and everything in between is by keeping it free of commitments that you do not plan on honouring after the first mistake or when circumstances change.

Before an appointment involving a sales pitch, create time on your calendar to research the individual you will meet and their company.

If needed, hire someone part-time who can do it for you or use automation systems, such as the best call centre software.

The best way?

The best way to organize your sales time is by using a calendar. Create an electronic version of the calendar and write down all appointments, meetings, events, and deadlines – this will allow you to plan ahead and make sure that there are no conflicts with other items on your schedule (which could lead to mistakes).

That’s what we can do with SimplyMeet.me.

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Key takeaways

  • Planning calendar strategy: Create a sales calendar that includes input from your prospecting document and other sources.
  • Meeting time strategy: Prioritize and plan each meeting based on inputs from the customer or colleague negotiating with you and prioritize customers to visit next week, among others.
  • Calendar organizing calls: Input important call information like date, the purpose of the call, contact information in your calendar app or on paper.

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