We know that you will need to hire talent for this role in the future. Therefore, we have developed a comprehensive manual to make your job easier. This is the third post in the series.
Here are the posts related to the topic of Sales Executive
What is a Sales Executive?
The 4 skills that a sales executive must have.
The 4 tools you should consider in a sales executive. (This post)
The 5 KPIs you should consider in a Sales Executive.
The 4 questions you should ask in your interview with a Sales Executive.
In this post we will explain the tools that a Sales Executive uses to carry out his responsibilities.
1. Zoho CRM - CRM Software
A CRM (Customer Relationship Management) is a software designed to track all interactions between a company and its customers. These software are intended to record and store customer information to improve business relationships.
Sales Executive uses Zoho to track sales, store data on customer interactions, and keep an up-to-date profile of current and potential customers. All this in order to improve business relationships and develop effective sales strategies.
Some of the features of Zoho CRM are:
Account Management
Sales forecast
Centralized document library
Interconnection between marketing, product, customer service and sales areas
Sales tracking
Advantages of Zoho:
It has 24 hour support.
It is customizable.
Integration with Excel files, email and calendars.
It is stored in the cloud.
Provides real-time information.
Disadvantages of using Zoho:
It has a high cost.
Some features only work with Zoho plugins.
2. Asana - Project Management Software
Asana is a platform for organizing and managing chinese overseas asia phone number data collaborative projects. It defines workflows for the development of different tasks. This tool streamlines communication within company areas and facilitates project monitoring.
Sales Executives use Asana to track sales-related activities, from sales opportunities to evaluating performance metrics. Additionally, this tool allows them to share relevant updates and documents immediately.
Advantages of using Asana:
Streamlines communication between collaborators.
Easy to track tasks.
Available for cell phones, Windows and MacOs.
It has a user-friendly interface.
Multiple views of the project.
Integrates with apps like Slack, Jira, Google Calendar, Google Drive, Trello, Evernote, and GitHub.
Disadvantages of using Asana:
Some features are limited.
It does not offer a complete Gantt chart.
Multiple people cannot be assigned to a single task.
It has a slow learning curve.
Do you need to recruit a
Sales Executive
?
Use our job description to attract your candidates.
Get to know them
Job Descriptions
3. Tableau Data Visualization Software
Tableau is a Data Visualization Software that aims to convert data into graphs, tables or figures. This program has a centralized interface, which allows information to be compiled in one place. Usually, this tool is used to identify patterns and explain trends.
Sales Executives use Tableau to represent data on sales, inventory, metrics, and area projections. This tool also offers a very useful filtering and sorting section to further analyze sales data. All of the above allows informed decisions to be made for area optimization.
Advantages of Tableau:
It has a low learning curve.
It has an intuitive interface.
It is constantly updated.
Connects data together.
Integration with internal databases, web services and Excel files.
Disadvantages of using Tableau:
It has security issues.
It has a very high cost.
It has no update history.
Keep enjoying our content
Get the PDF version of this post and read it wherever you want
[email protected]
Join Aira's newsletter to receive tips on job interviews and HR.
4. Seismic - Sales Management and Training Software
Seismic is a Sales Enablement platform, known in Spanish as sales management and training software, which aims to manage sales and train company workers. This tool has customer tracking functions, interaction history, training guides and offers centralized file storage.
A Sales Executive uses Seismic to automate tasks such as creating templates for offers and sending personalized emails. It also streamlines collaboration between salespeople and customers. This increases sales success and frequency.
Advantages of Seismic:
It has an intuitive interface.
Centralized and organized storage.
Allows the creation of specific profiles and security filters.
It is constantly updated.
Integration with Salesforce, Adobe Market, HubSpot Marketing Hub, OneDrive, Dropbox, Outlook, Oracle and Microsoft365.
Disadvantages of using Seismic:
The search engine is not detailed enough.
It does not offer tutorials for using the tool.
Does not integrate with Google Drive.
Conclusion
Now you know the most important things about the Sales Executive position. Keep this in mind when you begin your next recruitment process. Remember, the important thing is to know the main characteristics of the position you are interested in.
Here are the posts related to the topic of Sales Executive
What is a Sales Executive?
The 4 skills that a sales executive must have.
The 4 tools you should consider in a sales executive. (This post)
The 5 KPIs you should consider in a Sales Executive.
The 4 questions you should ask in your interview with a Sales Executive.
If you are looking to recruit your next Sales Executive 100% online, now is the best time to start a free pilot with Aira and update your recruiting tools. Schedule a call with us!