Frequently Asked Questions

Product Information

What is Spinach AI and what does it do?

Spinach AI is an advanced platform that leverages artificial intelligence to enhance team collaboration and productivity. It automates meeting note-taking, summarizes conversations, manages post-meeting tasks, and provides AI-powered insights to streamline workflows. Spinach AI is designed for various teams—including sales, product management, engineering, customer success, and more—to help them focus on impactful work by reducing administrative burdens. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers a suite of products and services including an AI Meeting Assistant, automated note-taking, workflow optimization tools (such as sprint plan and PRD generation), AI-powered insights from user feedback, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. Solutions are tailored for different roles, including product managers, sales teams, engineering, marketing, HR, and more. See all features.

Does Spinach AI offer an API?

Yes, Spinach AI provides a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript generation and AI-powered meeting summaries. See pricing details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Key features of Spinach AI include automated note-taking, workflow optimization (e.g., sprint plans, PRD generation), AI-powered insights from user feedback, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different teams. Benefits include increased productivity, reduced administrative workload, improved collaboration, and data-driven decision-making. Learn more.

What integrations does Spinach AI support?

Spinach AI integrates with popular collaboration and productivity tools, including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce. These integrations enable smooth workflows and ensure that meeting notes, action items, and insights are automatically synced with your existing tools. See all integrations.

Does Spinach AI offer tailored solutions for different teams?

Yes, Spinach AI provides tailored features for various teams and roles. For example, product managers benefit from automated roadmap meetings and PRD generation, sales teams get CRM integrations and buyer insights, engineering teams use sprint planning tools, and HR teams receive meeting insights for recruiting and onboarding. Learn more about team solutions.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including product managers, engineering teams, project managers, marketing, HR and recruiting, customer success, sales, and finance/accounting teams. It is especially valuable for organizations seeking to improve productivity, collaboration, and workflow automation. See all use cases.

What problems does Spinach AI solve for sales managers and teams?

Spinach AI addresses common pain points for sales managers and teams, such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, and difficulty extracting actionable insights from customer interactions. By automating note-taking, syncing with CRMs, and providing AI-powered insights, Spinach AI enables sales teams to focus on building relationships and closing deals. Learn more about sales use cases.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, and improved customer engagement. Spinach AI automates repetitive tasks, integrates with existing tools, and provides actionable insights, enabling teams to make data-driven decisions and focus on high-value work. See business impact details.

Are there real-world examples or case studies of Spinach AI in action?

Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. For example, Ron Meyer (Alliance Executive at Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items, while Sergio (Customer Success Manager at AlfaDocs) leverages it for brainstorming and follow-ups. Read more customer stories.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with Business Associate Agreements for healthcare customers). The platform uses TLS and AES-256 encryption, offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. See security details.

How does Spinach AI protect user data?

Spinach AI protects user data with industry-standard encryption (TLS for data in transit, AES-256 for data at rest), strict data usage policies (user data is never used for training), and compliance with SOC 2 Type 2, GDPR, and HIPAA standards. Additional security features include SAML SSO, SCIM, admin controls, and custom data retention. Learn more.

Implementation & Support

How easy is it to get started with Spinach AI?

Getting started with Spinach AI is quick and user-friendly. Users can sign up instantly using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT setup is required. Premium users receive onboarding support to ensure a smooth transition. See onboarding details.

What training and support resources are available?

Spinach AI offers an onboarding program (included in premium plans), a dedicated Customer Success Manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed for successful adoption. Visit the Help Center.

How does Spinach AI handle maintenance, upgrades, and troubleshooting?

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, and an onboarding program to assist with maintenance, upgrades, and troubleshooting. The Help Center offers troubleshooting guides and best practices for all users. Learn more.

Customer Proof & Testimonials

What feedback have customers given about Spinach AI?

Customers consistently praise Spinach AI for its ease of use and positive impact on productivity. For example, Dan Robidoux (Tech Lead at Careviso) described Spinach as "so natural and easy to use," while Belén Medina (Do It Consulting Group) said, "Spinach is the best thing that’s happened to our team." Matt Filion (Authvia) noted that Spinach AI has drastically improved his team's organization. Read more testimonials.

Which industries and companies use Spinach AI?

Spinach AI is used by organizations in sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See customer stories.

Competition & Differentiation

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out by offering tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations with popular tools, and customizable solutions for various teams. Customers like Jason Oliver (Product Director) highlight Spinach AI's unmatched specificity for product management, while Ron Meyer (Alliance Executive) values its ability to manage sales cycles without pausing for notes. See what makes Spinach AI unique.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored features, enhanced productivity, advanced AI-powered insights, seamless integrations, and customizable solutions for different teams. Real-world testimonials from product directors, sales executives, and customer success managers underscore its ability to address specific pain points and deliver measurable results. Learn more.

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

Frequently Asked Questions

Product Information

What is Spinach AI and what does it do?

Spinach AI is an advanced platform that leverages artificial intelligence to enhance team collaboration and productivity. It automates meeting note-taking, summarizes conversations, manages post-meeting tasks, and provides AI-powered insights to streamline workflows. Spinach AI is designed for various teams—including sales, product management, engineering, customer success, and more—to help them focus on impactful work by reducing administrative burdens. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers a suite of products and services including an AI Meeting Assistant, automated note-taking, workflow optimization tools (such as sprint plan and PRD generation), AI-powered insights from user feedback, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. Solutions are tailored for different roles, including product managers, sales teams, engineering, marketing, HR, and more. See all features.

Does Spinach AI offer an API?

Yes, Spinach AI provides a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript generation and AI-powered meeting summaries. See pricing details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Key features of Spinach AI include automated note-taking, workflow optimization (e.g., sprint plans, PRD generation), AI-powered insights from user feedback, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different teams. Benefits include increased productivity, reduced administrative workload, improved collaboration, and data-driven decision-making. Learn more.

What integrations does Spinach AI support?

Spinach AI integrates with popular collaboration and productivity tools, including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce. These integrations enable smooth workflows and ensure that meeting notes, action items, and insights are automatically synced with your existing tools. See all integrations.

Does Spinach AI offer tailored solutions for different teams?

Yes, Spinach AI provides tailored features for various teams and roles. For example, product managers benefit from automated roadmap meetings and PRD generation, sales teams get CRM integrations and buyer insights, engineering teams use sprint planning tools, and HR teams receive meeting insights for recruiting and onboarding. Learn more about team solutions.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including product managers, engineering teams, project managers, marketing, HR and recruiting, customer success, sales, and finance/accounting teams. It is especially valuable for organizations seeking to improve productivity, collaboration, and workflow automation. See all use cases.

What problems does Spinach AI solve for sales managers and teams?

Spinach AI addresses common pain points for sales managers and teams, such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, and difficulty extracting actionable insights from customer interactions. By automating note-taking, syncing with CRMs, and providing AI-powered insights, Spinach AI enables sales teams to focus on building relationships and closing deals. Learn more about sales use cases.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, and improved customer engagement. Spinach AI automates repetitive tasks, integrates with existing tools, and provides actionable insights, enabling teams to make data-driven decisions and focus on high-value work. See business impact details.

Are there real-world examples or case studies of Spinach AI in action?

Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. For example, Ron Meyer (Alliance Executive at Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items, while Sergio (Customer Success Manager at AlfaDocs) leverages it for brainstorming and follow-ups. Read more customer stories.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with Business Associate Agreements for healthcare customers). The platform uses TLS and AES-256 encryption, offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. See security details.

How does Spinach AI protect user data?

Spinach AI protects user data with industry-standard encryption (TLS for data in transit, AES-256 for data at rest), strict data usage policies (user data is never used for training), and compliance with SOC 2 Type 2, GDPR, and HIPAA standards. Additional security features include SAML SSO, SCIM, admin controls, and custom data retention. Learn more.

Implementation & Support

How easy is it to get started with Spinach AI?

Getting started with Spinach AI is quick and user-friendly. Users can sign up instantly using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT setup is required. Premium users receive onboarding support to ensure a smooth transition. See onboarding details.

What training and support resources are available?

Spinach AI offers an onboarding program (included in premium plans), a dedicated Customer Success Manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed for successful adoption. Visit the Help Center.

How does Spinach AI handle maintenance, upgrades, and troubleshooting?

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, and an onboarding program to assist with maintenance, upgrades, and troubleshooting. The Help Center offers troubleshooting guides and best practices for all users. Learn more.

Customer Proof & Testimonials

What feedback have customers given about Spinach AI?

Customers consistently praise Spinach AI for its ease of use and positive impact on productivity. For example, Dan Robidoux (Tech Lead at Careviso) described Spinach as "so natural and easy to use," while Belén Medina (Do It Consulting Group) said, "Spinach is the best thing that’s happened to our team." Matt Filion (Authvia) noted that Spinach AI has drastically improved his team's organization. Read more testimonials.

Which industries and companies use Spinach AI?

Spinach AI is used by organizations in sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See customer stories.

Competition & Differentiation

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out by offering tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations with popular tools, and customizable solutions for various teams. Customers like Jason Oliver (Product Director) highlight Spinach AI's unmatched specificity for product management, while Ron Meyer (Alliance Executive) values its ability to manage sales cycles without pausing for notes. See what makes Spinach AI unique.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored features, enhanced productivity, advanced AI-powered insights, seamless integrations, and customizable solutions for different teams. Real-world testimonials from product directors, sales executives, and customer success managers underscore its ability to address specific pain points and deliver measurable results. Learn more.

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

· 15 mins · Management Skills

How sales managers can boost their team’s performance

In this article we'll explore actionable advice to empower your sales team and help them thrive.

Avatar of Guest Contributor Guest Contributor

There are a lot of factors that play into the success of a sales team. Ultimately though, the sales manager is the one responsible for bringing it all together to ensure the team thrives.

As a manager, you’re responsible for facilitating collaboration, communicating objectives, defining team culture, and equipping your team with the tools and motivation to hit their goals. To be successful, managers need to tap into the big picture and the little details:

  • What’s the team dynamic? Is it competitive but supportive or is every person fending for themselves? Are the energy levels infectious or toxic?
  • What’s the relationship between sales and marketing? What about sales and customer support?
  • Is your team aware of the goals that they’re aiming for? Do they also understand the context behind why those goals were set?
  • Does your team consistently hit or miss goals?

These questions are just the tip of the iceberg when it comes to the success (or downfall) of a sales team. 

In this article, we’ll walk through 10 proven tips to help sales managers boost team performance, including: 

  1. Find and hire the best talent
  2. Provide proper sales training
  3. Develop powerful strategies (and communicate them)
  4. Set measurable and realistic goals
  5. Build trust with your team
  6. Create sales processes, but be flexible
  7. Analyze results and important metrics
  8. Provide continuous feedback
  9. Recognize and reward great results
  10. Set up effective communication

Let’s get started!

1. Find and hire the best talent

Managing a successful sales team starts with hiring the right people.

The people on your team are the foundation. If you don’t put care into building your team with A-players from the start, it will make everything that follows a lot more challenging.

But let’s get one thing straight: when we say “A-players” we’re not only talking about individuals who possess the hard skills to do the job. Rather, people who are able and eager to learn and raise the entire team up, not just themselves.

When looking for the best talent, you can focus on their attitude. Are they willing to learn? Are they comfortable being autonomous but thrive in a collaborative environment? Can they empathize with customers?

Remember the values that your company has in place and use them to help you find the best candidate.

Before you even start your hiring process, you should document your expectations to increase your odds of hiring the best person for the job. Some things to consider include:

  • Outcomes: What does success look like and how will it be measured?
  • Scorecard: What qualities, soft and hard skills, are most important for success in this role?
  • Standardizing questions: Before you jump into your first interview, be sure to make a list of questions you’ll ask each candidate. If you go off-kilter for every interview, it’s going to be really hard to compare candidates.

As you review and define your expectations for hiring, consider focusing on these five core qualities found in the majority of successful salespeople:

  • Focus 🎯
  • Responsibility 🤝
  • Drive 🏁
  • Optimism ☀️
  • Empathy 🙏🏻

And we can’t forget the importance of being customer-centric.

The good news is, if your candidate possesses the characteristics outlined above, they’re likely to understand the importance of the customer.

For instance, someone with empathy will be able to identify with customers and put themselves in their shoes. These are the types of individuals who will be able to make your customers feel respected and appreciated. 

Ultimately, this will help increase your customer retention and loyalty—and help you increase revenue.

2. Provide proper sales training

When employees go through a structured onboarding program, they’re more likely to stay longer with the organization. In fact, an HBR study found that poor onboarding experiences lead to 33% of new hires looking for a new job within their first 6 months.

That’s why it’s crucial to provide proper sales training on top of a great onboarding experience for every new hire.

After 3 months into the job, every rep should have a deep understanding of your product, customers, and value propositions so that they can answer customer questions effectively. As you go through your onboarding planning, be sure to book new sales reps in sessions around:

  • Buyer personas with the marketing team
  • Product and feature walkthrough with the product team
  • Product roadmap walkthrough with the product team
  • Customer Success landscape and handoffs with the CS team
  • Escalating and reporting customer issues with the support team
  • Company mission and vision with a senior leader

Keep in mind that new employee onboarding is also a major part of being a successful sales manager – it’s not just for HR to deal with.

You need to create an onboarding checklist that will help you build a strong foundation for the future success of your new hires.

The purpose of your onboarding checklist is two-fold. Firstly, it should help you prepare in advance of your new employee’s first day. Secondly, it should also help them, once they arrive, to get to know the team and how everything works. Include a checklist of administrative tasks for yourself and also things for your new hire to do in their first week to help them get acquainted. 

3. Develop powerful strategies (and communicate them)

To become a successful sales manager, you also need powerful sales strategies that allow your team to be creative while also meeting objectives. 

For example, a CRM strategy, such as using a CRM with a predictive dialer to supply a constant flow of new leads, will grow your sales and boost your customer service through a combination of technology, actions, and processes. 

The most effective sales strategies are created in collaboration with other teams, like marketing and customer service. Having said that, sales strategies need to be complemented with state of the art marketing emails sequence tools and customer service tools. Strategies for sales have to be in tandem with driving optimized marketing and customer experiences.

Don’t work in a silo.

Working cross-functionally will help ensure not only that you’re providing an enjoyable customer experience at every touchpoint in the customer journey, but also that the sales team can quickly identify the best leads and opportunities to increase revenue. 

When you’ve developed a strategy, make sure you communicate the strategy to your team. Encourage questions and feedback to make sure everyone’s on the same page and bought-in. It’s important to make sure your strategy is crystal clear to everyone because it plays a major role in successfully growing revenue.

4. Set measurable and realistic goals

According to The State of High Performing Sales Teams, 61% of salespeople agree clear goals and expectations are the top factor impacting productivity.

Graph depicting top factors impacting productivity

While it’s great to have big, audacious goals, it’s also important to make sure they’re achievable— otherwise, you risk demotivating your team rather than boosting performance. Having realistic goals gives the team a sense of direction. 

Establishing both long and short-term goals will help your team stay motivated and on top of their work. 

Your long-term goals are the ones that need to be achieved in a timeframe of at least 6-12 months. The short-term goals are the ones you’re looking to accomplish within the week or by the end of the month. 

Having measurable sales goals provides a sense of purpose and urgency — both factors that can positively affect performance.

When creating goals, one approach that’s widely used is the SMART goals framework:

  • Specific – Make your goals as specific as possible. Be detailed and be concise with the numbers you want to achieve.
  • Measurable – Define the metrics that make you say that the team is progressing and getting close to the goal.
  • Attainable – The goals you come up with should be obtained within a certain timeframe. 
  • Relevant – Short-term goals should be in line with long-term goals. 
  • Time-bounded – Set a defined timeframe for the goals you come up with. This makes team members know which goals to prioritize.
hypercontext SMART Goals

5. Build trust with your team

As a sales manager, very few things are more important than building trust with your team. 

However, this can be difficult to achieve. In many instances, current leaders used to be contributors on the team and were promoted to leadership roles. It takes time to adjust to new team dynamics — and that’s okay.

Take Nick White for example. During his time at Top Hat, he made the switch from sales rep to sales manager. When asked about the transition, he explained:  

“This was quite challenging at first, as many of the reps on my team were my close friends. I took on a team that I was once a team lead for so I was fairly close with the whole team. This made the job easier in some areas, but difficult in others.

So what I did to overcome this actually just called it out. I addressed any issues head-on. I created a space where my direct reports and I could all feel safe and open to share concerns, challenges, successes, you name it. I made it a point to let every individual know that I was in their corner.

That means that any feedback or coaching that I provided would be with their best interests at heart. I let them know that at the end of the day, I care about their success and growth; I want to see them win. Because we were friends, the trust was already there and that made the transition that much easier.”

Ways to build trust with your sales team

Let’s walk through some of the ways in which sales leaders can invest in their team while building trust: 

Run monthly coaching sessions 

On top of your one-on-ones, set up coaching sessions with your team to help guide them through challenges and continue to learn. This will help empower your employees to have autonomy in their decisions and foster a culture of two-way trust.

To run better coaching sessions, check out Mark Roberge, former CRO at Hubspot’s Sales Leader and SDR one-on-one template.

Set goals together

Beyond team-focused goals, ask every direct report about their own career goals and what skills they want to develop, and find ways to help them get there faster. If you’re not sure where to start, check out Spinach AI’s library of goal examples. 

Invest in their growth

This can be anything from learning how to become more productive, to learning how to sell more effectively. Investing in your team’s growth will not only help them upskill, but it will also benefit your company as they begin to put their new learnings to work. Beyond courses, those monthly coaching sessions are a great way to continue to invest in your team’s growth.

Be consistent 

The quickest way to break trust with the members of your team is to be an inconsistent manager. So make sure that you show up on time, keep your promises and always do what you said you’d do. Be consistent with:

  • Your expectations
  • Providing ongoing, positive and constructive feedback
  • Sharing recognition and encouraging it to be shared from all directions
  • Encouraging your team to share their ideas, thoughts, and feedback

Lead by example 

Your team needs to see that you’re competent as a manager. This includes everything from prospecting, negotiating and closing to the sales strategy. Instead of telling them how to do things, show them.

Beyond the day-to-day tasks that come with the job, it’s important that you also lead by example when it comes to avoiding burnout. Encourage your team to take time off throughout the year, but lead by example and take time off for yourself as well.

6. Create sales processes, but be flexible 

Create sales processes for your team, but don’t get stuck on them. Be agile and open to change if something’s not working. An ineffective sales process is one of the biggest barriers for sales departments. 

To create an effective sales process you need to find a balance between automation and human effort. You also need to make sure you have a good CRM that can easily integrate with other solutions to support every part of your business, an efficient sales team, a well-tailored strategy and agility in the work processes. 

You need sales processes that work, but they also need to be flexible if they’re going to effectively increase your team’s productivity.

A lot of sales reps have shown that it’s effective to have a sales process that helps them meet their sales objectives by acting as a guide when converting clients and closing deals.

But, it’s not just about following the best call center sales practices or having the right marketing, inventory management, and sales automation tools. Salespeople know that the basis of all sales is showing empathy to clients – understanding their pain points and presenting a solution to their problems. 

Feelings and emotions come first, thinking and logic come later. If a sale is stuck, it may mean that it’s not speaking to the emotions of your client. 

Sometimes sales reps will need to veer away from the process to bring that emotion back and gain a deeper understanding of the prospect’s pain points. Empathy plays a significant role in providing good customer service. It will help them more effectively communicate how the product or service can make their life better or easier.

Build a model for your sales processes, but keep in mind that every client and sale will be different, so never be afraid to work outside the box.

7. Analyze results and key metrics

Analyzing results and key metrics is an important part of running a business. It’s also a crucial part of boosting your sales team’s performance. After all, you can’t improve what you can’t measure. 

You need to keep track of the right sales metrics and KPIs so you can provide your salespeople with quantitative insights to help them understand their performance and how to improve.

Sales data can unlock so many valuable insights! It can help you understand things like: 

  • Your most high-performing sales reps
  • Which products are selling best
  • The most effective sales strategies 
  • The best way to contact customers

The list is endless. 

Review how you’re tracking against your goals each sales team meeting and be open to adapting as needed. Numbers don’t lie! They can provide fantastic insights into what’s working and what’s not. 

sales goal examples
Sales goal examples

8. Provide continuous feedback

Analyzing your sales charts is only as valuable as how you act on the insights you glean from them. Make sure you give regular feedback to your sales team members so they have a clear idea of where they stand and how to improve.

When giving feedback, it’s best to be direct. Give a concrete example of the issue you’re addressing, demonstrate why it’s important, and have a conversation about how they can improve moving forward. The keyword being conversation. Don’t talk at them, talk to them. 

You can also encourage them to give upward feedback about you as well. By doing this, you create a positive two-way feedback relationship.

Remember that a good time to address negative feedback is in one-on-one meetings or coaching sessions. Public criticism can feel unnecessarily harsh and is likely to trigger a person’s defense mechanisms. 

Always be sure to praise team members in public and criticize them in private. As a manager, you’ve probably heard this phrase uttered, and it’s something that you’ll want to keep in mind when issuing praise or reprimands.

9. Recognize and reward great results 

Teams are motivated to work harder when their great results are recognized and rewarded. 

When you have something positive to say to one of your team members, you can bring it up in your team meetings and one-on-ones. It makes employees feel appreciated when their hard work is recognized

You may even consider going a step beyond recognition with rewards. 

There are many ways to organize a rewards program. One way to make your job easier and keep your sales reps happy is to let the high performers pick their rewards from a wide range of offerings, such as taking them to lunch, walking their dog, giving them a full day off, or even unconventional rewards like washing their car. You can also offer team-wide rewards like going to a sports game, an escape room, the movies, etc.

But, individual rewards work just as well and they can still be great for keeping your entire sales team motivated – after all, who doesn’t want to watch their sales manager washing their teammate’s car?

10. Set Up Effective Communication

For your team to be successful, you need to set up effective communication channels. This can be team meetings, emails, or the chat feature on communication tools like Trello and Asana. 

Choose the best mix of tools for you and your team and make sure everyone commits to using them. Know when you need to communicate synchronously vs. when connecting asynchronously will do the trick.

The tools you use to communicate with customers, like calling apps, will look different than the tools you use to communicate with your internal team. Some solutions may be easier for your team than others. And some may be more secure than others. Make sure you choose a platform that allows you to connect safely and securely with your team members. 

effective communication tools
Source

The communication channel you choose should also work for everyone. Slack, in particular, is an easy and convenient solution for teams to communicate and stay organized

The platform allows you to create different channels and organize them by category. You can send links, attachments, etc. This is a great solution for managers who want the ability to communicate with every team member in one convenient place.

Bonus: Encourage learning

Investing in your team’s education and helping them stay current on new industry techniques is a great way to maintain high-performance levels. 

There are certain platforms, such as gamification LMS software, that make learning fun for the entire team by sharing fun quizzes and giving out awards and certificates for goals achieved. 

This doesn’t have to be expensive either, with so many free books, webinars, podcasts, and videos online, eCommerce training is now very affordable. 

However, if you have the budget, you may benefit from establishing mentorship programs or sending your team members to select sales conferences.

Conclusion

Implementing a great system for managing your team’s performance doesn’t have to be hard. There are a lot of small steps you can take to make a big difference for your team and customers. 

Try incorporating these 10 tips to help manage and accelerate a high-performing sales team. 🚀

Burkhard Berger headshot

Burkhard Berger is the founder of awesomex™. You can follow him on his journey from 0 to 100,000 monthly visitors on www.awesomex.com. His articles include some of the best growth hacking strategies and digital scaling tactics that he has learned from his successes and failures.

What to do now

You made it to the end of this article! Here are some things you can do now:

  1. You should check out our YouTube channel for more tips on management skills and team building.
  2. You should try Spinach to see how it can help you run a high performing org.
  3. If you found this article helpful, please share it with others on Linkedin or X (Twitter)
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