Organizing a Seller's Calendar with 9 Google Calendar Features
The most you know how to do in Google Calendar is create an event? Well know that this free tool is one of the most effective when it comes to organizing a seller's schedule.
Sky Marketing strives to be Pakistan's biggest real estate developer ever, guaranteeing the highest international standards, prompt execution, and lifetime customer loyalty. For further detail visit Parkview villas
Truth be told: organization is everything in a salesperson's life.
That's what we always say: in Inside Sales , the more activities carried out, the better the results in the sector. So you can't waste time with a messy schedule!
Productivity is key – and Google Calendar is a true playground of efficiency and a facilitator to organize the salesperson's routine.
The tool is full of features that help organize the basic sales routine, offering facilities for the seller to:
<![if !supportLists]>· <![endif]>streamline planning,
<![if !supportLists]>· <![endif]>manage appointments,
<![if !supportLists]>· <![endif]>remember everything.
Just knowing how to use it intelligently. If you even use this tool in your day to day, but still get lost in the middle of so many tasks and events, this post will be a watershed in your life.
Are you excited? We'll see later the most useful features of Google Calendar and how to organize a seller's calendar and SDRs .
How to plan a more productive basic sales routine?
A great differential of high-performance salespeople is that they know how to organize their own routine and make the most of a day's work.
It's no use mastering Google's calendar features if you don't have a good plan for the appointments and activities you need to do, right? We invited Gustavo Paulillo, from Agendor , to Casts for Closers and he gave good ideas to be a more productive salesperson. Listen to the podcast below and write down the tips:
Some habits to organize a salesperson's routine are:
<![if !supportLists]>· <![endif]>Plan ahead: never close the day without knowing what you're going to do the next day . Planning the week on Sunday is good practice, but if your schedule is very dynamic it may be better to organize yourself into shorter breaks of 48 hours. Daily review what has already been done and what needs to be postponed.
<![if !supportLists]>· <![endif]>Breaking up activities into blocks: Forget about multitasking and focus on one thing at a time. You can, for example, set aside a morning just to generate leads lists , or a block of hours a day just to make connecting calls.
<![if !supportLists]>· <![endif]>Book better hours: in the consultative sales area, some activities give better results if performed at specific times, related to the prospects' routine. If you notice that your email open and response rate is better on Monday morning, save this time for that. Read more about this in the article, “Is there a better time to schedule your meetings online ?” ,
<![if !supportLists]>· <![endif]>Take advantage of “dead” hours: Likewise, at some times it is practically impossible to talk to prospects. Fill those holes with activities that don't depend on them. For example: Friday afternoon is time to study. You can devote some time to the best selling books , for example.
An important step, and not always mentioned, of the basic sales routine is to organize well what to do in the first hours of work . They are crucial to define the rest of your day. Are you curious? Then I go to the article, “ Morning Routine for Salespeople: 7 Habits for Having a More Productive Day”.
Now yes! With the planning done, let's get to know Google Calendar features and how to organize a seller's calendar with the help of the tool. that help you follow this routine more efficiently.
Organizing a Seller's Calendar: 9 Valuable Google Calendar Features
1. Differentiate events by color
This tip on how to organize a salesperson's schedule is a beginner level, but it helps a lot to create a more visual schedule , that you can take a look at and already know what types of activities will have to be carried out - besides being great to separate them into blocks , as mentioned above.
When creating an event, you have the option to select a color. The idea is to determine colors for each type of activity, for example:
<![if !supportLists]>· <![endif]>green for prospecting ,
<![if !supportLists]>· <![endif]>yellow for diagnosis ,
<![if !supportLists]>· <![endif]>red for demo , etc.
This type of tip will help you have a more organized schedule. There are two ways to change the event's color: on the event's edit page, in the “event details” tab:
Or in the agenda itself, by right- clicking on the event.
2. Schedule a summary of the day's activities to be sent to your email
The best way to start your day is by reviewing what activities you have ahead of you.
This way, you can prepare and make changes if anything has come up or changed.
But sometimes you forget to open your diary and only see what you have to do when you are ready to work, right?
An easy and practical way to get into the habit of revising your calendar is to receive a daily email with your appointment list – and of course Google Calendar has this functionality! It sends the summary of the day's events to your email at 5:00 AM every day.
To enable this option, go to settings > calendar settings > general notifications > daily appointments and select “email”.
3. View all your activities in "schedule" mode
Another way to review everything you have to do is by accessing the “Programming” view in the menu in the upper right corner. It features a list of events and also displays calendars side by side.
4. Customize the view mode
Have you noticed that in the preview menu you have the option “4 days”?
Never understood why? Think it's kind of random?
This is a customizable view. You can choose other options, for example 2 weeks. To do this, go to Google Calendar General Settings > View Options > Set Custom View.
5. Set up an alternate time zone
Sell to all of Brazil? Outwards? If you have to stay tuned to the time zone to schedule meetings – and you've been in some sort of confusion because of that – there are two options in Google Calendar to use alternate time zones.
In general settings you can add a secondary time zone.
Or activate the world clock and add the ones you use the most. This way, the times you have selected appear below the Calendar calendar.
6. Turn on notifications to remind you of the next event
If you're on the forgotten and lost streetcar, a key part of how to organize a seller's schedule should be setting up notifications . No missing a meeting and skipping one task because I was too focused on another.
Configure the notifications in the best way for you: it can be in the browser itself or by email , as early as you want.
Go to calendar settings menu > event notifications and add notifications.
7. Use “Find a time” for group meetings
Scheduling a meeting with more than one person can become a nightmare.
Reconciling the schedules is not easy and the thing about “I can but so-and-so can't” is eternal.
But it's good that there's Google Calendar in our lives, isn't it?
When creating an event, go to the “Find a time” tab, add guests and see everyone's schedule side by side to see when everyone has a free space.
One really cool thing is that you can select only the “necessary guests” – you know that purchase decision maker who can't be left out of the demo at all? Prioritize his schedule !
8. Create meeting room agendas
When the meeting is internal, another difficulty appears: the use of meeting rooms .
There are companies that still use a calendar hanging on the door, a busy/free sign… But this creates too much confusion.
To make it easier, create a shared calendar for them and add it to your Google Calendar. When creating an event, you can see the guest and room agendas side by side .
It's the best way to avoid schedule shock and guarantee space for everyone.
9. Integration with other platforms
The biggest magic of Google Calendar is that it can be integrated with many other tools and streamline the seller's life even more.
The CRM integration with Google Calendar, for example, is great because you don't have to jump from one to the other to check the meetings that are scheduled. By the way, Meetime has this integration too, see?
Now that you know more about Google Calendar and how to organize a seller's calendar with it, you can start testing all these features in your routine!
These are just some of the possibilities, but it is from them that you will gain efficiency on a daily basis.
Google Calendar is an excellent tool, but it still has a catch: the limitation of being manual and not automatically organizing daily tasks.
You, salesperson or SDR , need to update everything, add activities manually and, because of that, lose a little (or a lot) of productivity. This is one of the common issues on the salesperson's agenda . To get around this, we recommend using a digital calendar, like the one we have on our Inside Sales platform . How about taking a test?
The Meetime has helped dozens of companies such as Banco do Brazil, rappi, Loggi and Sodexo to:
<![if !supportLists]>· <![endif]>shorten sales conversion time;
<![if !supportLists]>· <![endif]>organize the prospecting cadence;
<![if !supportLists]>· <![endif]>reduce customer acquisition cost;
<![if !supportLists]>· <![endif]>increase productivity;
<![if !supportLists]>· <![endif]>achieve more results in sales.
Are you curious about how our tool can help achieve these results?
Check out our Sofit Frotas case study to find out how we achieved a 30% increase in conversion rates , tripled the number of appointments in the first month of work, and lowered the cost per meeting by 36% .
Do you want to know how it works in practice to have a total focus on sales? Then talk to a consultant and try Meetime for 7 days by clicking here!