2X Salesforce Data Quality & Win Rate in 3 Months.
Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.
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Are your sales reps spending more time juggling tools than closing deals? The right app can take the pressure off and help them focus on what matters: selling. With so many options out there, it can be hard to know which ones actually deliver. The best apps for sales reps simplify daily work, support field activity, and keep everything organized
A sales rep knocks once, armed with real-time insights, a pitch shaped by behavior data, and a route calculated to the second. While they’re closing, their CRM updates, objections are preempted, and the next-best lead is already queued. That’s not tech for tech’s sake. That’s field sales in 2025. The clipboard’s dead. Gut instinct is now guided by pattern recognition.
Since 2015, we’ve grown field sales productivity by 200% for hundreds of sales teams. What’s our secret? True Field Enablement. We’ve been using this same field sales strategy for over nine years, and it hits and crushes quota every single quarter, every single EOY. What’s your newfound secret? This field sales guide. In our ultimate guide (the largest in the industry –
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These days, over half of customers tend to prefer self-service tools for simple tasks rather than speaking with representatives, according to Document360. Your avenues for communication may have been reduced, so you may need to work harder to increase sales productivity, where previously you would have had the customer’s ear at all times.
Indeed, many representatives are likely to be spending more time typing to customers rather than talking to them these days. So, how do you ensure that they are spending this time wisely?
Below, we explore ways to boost sales in 2025, as the world evolves towards more automated systems, which often result in increased workloads. Discover sales performance tips and learn which numbers truly matter most, enabling you to enhance sales efficiency across the board. Then, learn what Veloxy can do for you to help you enact the best sales team strategies possible.
Overcome those productivity and sales roadblocks today.
Download Now: How to Overcome Sales Productivity & Efficiency Friction in 2005 [Free 36 Page Ebook]
Why Field Reps Seem Like They Lose Time All the Time
Field reps have an essential job to do. They are those who need to contact customers directly and handle every part of the sales process that comes into direct contact with the customer’s eyes or hands. Unfortunately, the truth is that tasks such as admin or travel can start to crowd out these much more important steps, reducing the number of honest conversations they have and preventing them from fulfilling their quotas.
At the same time, many workforces now use dozens of apps to perform their role. If these are disconnected or poorly designed, they can start to reduce the potential productivity of your team due to the need to constantly switch context and perform dozens of logins, destroying their focus. Similarly, inefficient handoff methods between different teams, such as marketing and field sales, can add many hours to every process, causing significant delays and resulting in lost customers.
Money Lost When Productivity Falls
Trying to increase team productivity is crucial in a sales role, and losing it can result in a huge output drop. Slower response times, for example, allow faster competitors to close first, wasting every moment you spent engaging with the customer before that.
So, you need to ensure that you have:
The last thing you want is a burned-out team who don’t have the data they need for each sale.
Territory Assignment and Travel Time
Ensure that you also regularly audit your territory assignments. Having your team drive too much means they have a lot of wasted time. You might simply want to switch up who is assigned to a location from time to time to see if they can achieve better results with a new set of eyes on the area.
As your team moves around, ensure that they also have a reliable method to navigate. With so much work to do, building route sheets by hand is something no one wants to do. So, automate sales route planning for the best results and to ensure that your representatives’ heads are clear for the sale.
The General Waste of Non-Selling Tasks
Common time-wasters that can start to cut into sales hours are the bane of any salesperson. It is vital that you find a way to overcome issues such as:
Calendar “ping-pong” when trying to organize meetings can start to stretch a simple scheduling task into a significant cause of stress.
Creating and copying meeting notes between team members duplicates the effort needed to have any conversation. Instead, consider using a tool that integrates with Salesforce to simplify the entire process.
Searching inboxes and notes for information on a customer can disrupt the conversation, potentially leading to a lost sale.
Tracking numerous receipts and expense reports can result in a pile-up of data and admin tasks.
Having easy access to all the tools you need to remove these issues from your day can lead to quick and easy wins and a much less stressful future.
Non-Selling Tasks in Other Roles
Other individuals in the sales chain may also have issues that you need to overcome to ensure that you get the most out of every hour. These include:
While this list is not exhaustive, it provides a solid idea of the range of individuals who could benefit from a more robust system. You may need to consider consolidating much of your work into a single platform, such as Salesforce.
New Work Trends Changing the Game
In 2025, you may find that you are suffering from issues you never knew existed before. Hybrid working schedules are now becoming more common. Representatives now switch between several different locations, not just the car and office, making planning and meetings much more complicated and ensuring that at least one person is likely to be less focused on any engagement.
While your team may struggle with focus, your customers won’t. They will always continue to want something, and with a more connected world, they expect instant callbacks that they can trigger with social media messages or chatbots. Having a method to respond to these means that you can continue to stay on top of things and ensure that your efforts yield the most fruit.
Those at the forefront, however, are those who have seen what AI can offer and grasped it with both hands. LLM writing assistants, for example, have already raised the bar for what personalized follow-ups look like, ensuring every message is perfectly written and meets the right tone. It is also much faster than any other message creation method, allowing your team to respond to contacts at lightning speed and keep customers engaged.
Buyer Portals are the New Normal
If you want to take it one step further in providing potential customers with data and access, consider implementing buyer portals. Make the process of going from quote to signing off on a new customer as simple as possible.
Skip the sales force entirely when a customer doesn’t want it and allow them to buy a service directly from you, along with giving them ways to help themselves when they have questions. Offer them data so they don’t need to ask you for every small thing. You can then offer to follow up later, giving them a better foundation of what they might want out of your service before they align exactly what they get with their needs.
If that’s too much power in their hands, a buyer portal can instead be a great way to offer them more information and link them to your sales team, giving vastly more transparency than ever before.
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Closing Salesforce Usage Gaps
Make sure that you have buy-in from every element of the tools you use. If you are a Salesforce team, understand that it is much more than a reporting method. With a strong set of Salesforce skills, they can utilize it to empower their sales, leveraging the data they collect to inform and improve sales efficiency over time.
Having a skilled team also means that you don’t need to waste time with:
Ensure your team receives the training they need to use it as a key component in future success.
Productivity and Efficiency Metrics
You can’t get much more helpful than clear and usable data for any team, especially when it comes to sales. Metrics can translate any gut feelings your team has into testable hypotheses and valid conclusions that they can use to take decisive action. You can also use the data to ensure that your coaching efforts target areas for improvement in your team’s skill set, helping them to improve in direct and measurable ways.
One of the best ways to do this is to use it to look for tasks that take too long, but which your team could potentially automate or eliminate. If you are unsure whether this is worth it, the data you collect can also allow you to test it out, measuring the effects of any changes you make and helping you determine whether to revert or double down on the change. Ensure that you have useful KPIs to help you determine whether your actions are directly driving further revenue, so that you can prove the benefit of these changes to everyone in the chain.
Having all this data in a clear dashboard that refreshes at appropriate intervals can help keep everyone aligned with the work and focused on the same key metrics. Ensure that those you work with are clear about their objectives so that they can adjust their efforts accordingly.
Key Numbers Everyone in Your Team Should Watch
Keep an eye on your team’s schedules. Look for the percentage of time each team member is engaged in selling, and you will discover how much of their day is truly customer-facing and likely to help score further sales. If you discover areas where your team is overloaded with admin tasks, do everything you can to reduce their impact, delegate it to another person, or eliminate the task if that will not impact sales.
You will also want to monitor your pipeline velocity, or the time it takes to progress from a first meeting to a successful close. Comparing your team members may help you identify which ones may need mentorship or further training, allowing you to address any issues they have before they potentially lead to financial losses.
Similarly, track your teams’ lead response times to ensure that they quickly follow up on specific inquiries. Try to determine whether there are specific demographics or query categories that people tend to avoid. You can then implement training to help people resolve these issues more quickly, leading to happier customers.
You can also use this data to forecast sales with greater accuracy. Having all the data on patterns in customer behavior allows you to accurately predict how they are going to act in the future, based on:
You can then avoid surprises and ensure that your financial plans are much more realistic. Making these plans on a weekly or monthly basis allows you to create consistent expectations and provide shareholders with a clear understanding of what to expect in the coming year.
Simple Ways to Increase Sales Productivity and Efficiency
Once you have the tools to do so, prioritize any quick wins that you can achieve. Features like automated task logging and AI route optimizations are good examples of this, as they often require minimal effort beyond some basic training and can dramatically reduce the time spent on admin tasks while providing insight into what your team is doing at any given time.
Don’t go overboard with buying new services, though. Ensure that every tool you seriously consider is designed to close a specific metric gap. Gather all the data together and determine what these tools can do for you without being drawn in by a “shiny and new” interface. However, understand that a clear UX can make all the difference in whether your team is comfortable using it or not.
Alternatively, if you continue to experience issues with admin tasks, investigate how your team is handling them. If they are piecemeal throughout the week, the context switching could be causing a slowdown with each new task. See if you can get your team members to consolidate all admin tasks into one focused block, allowing them to free up the rest of their work for the remainder of the year.
Combining AI coaching with human mentorship can provide people with easy access to advice on performing their role or automated recommendations for improvement. Meanwhile, knowing how to perform the task with the help of a mentor or manager can accelerate their skill adoption and yield better results in the long term.
When those better results occur, and you have the metrics to prove it, it can then benefit you to celebrate them. Don’t do this only with that team member. Instead, mention the success across the whole team, getting them the recognition they deserve both personally and professionally.
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Sales Team Strategies That Get Results
Collect clear information on every customer and what step in their call cadence they currently occupy. Then, your team can continue to engage with the customer, even if your primary contact for them is unavailable. At the same time, try to standardize your call cadence templates so that your reps can adapt every customer to your expectations and define their status rather than reinventing your processes with each contact.
Similarly, it may be helpful to engage in joint ride-along sessions for your sales team, where your top performers can inform your younger or less experienced team members about the techniques they use. During the drive to each location, the conversation will help them share skills and ensure that both team members stay focused on the task at hand.
If you find that your team members are struggling to meet large targets, try to identify the reasons by setting smaller, more manageable goals. Avoid micro-managing, but identify the specific areas where they are experiencing slowdowns so that you can then focus training and iterative improvement in those areas of their job. Utilize the data you collect with a robust CRM system to support this process and help you identify the most critical areas of training.
You will also want to have goals for customers. Much like using team member data to focus their skills, you will want to use customer funnel data to learn where you have the greatest drop-off and then use that information to shore up the area for future improvement.
Read the Ebook: The 7 Secret Sales Strategies to Success
Use this interactive checklist to make weekly and quarterly progress to 2X sales productivity and efficiency.
Get the Ebook NowGamification of the Role
Not all teams will respond well to this method, but try swapping heavier dashboards for smaller “scorecards”. Use these to recognize and reward lead follow-up without overburdening your team with data. When individuals drop down in the rankings, you can offer them bite-sized training videos that you tie to each KPI through your internal system, potentially offering nuggets of advice they can use moving forward.
Those who consistently rank at the top of the leaderboard can then shift their focus from challenging other team members to self-improvement. Adding “leagues,” “points handicaps,” or “high scores” on a per-person basis gives everyone something to strive for without always feeling like they are falling behind others.
Be Open to New Methods to Boost Sales
Encourage your team to explore new methods of engaging with potential contacts. Gone are the days when people would be comfortable skimming through extensive emails, and instead, having a more personable engagement may mean creating a video intro to help people learn who your sales member is. Doing this removes barriers from the first meeting, making interactions easier, and also helps your team avoid a lead getting bored while reading digital text.
As previously mentioned, you may also want to include AI assistance in any follow-up discussions that they have. They can batch-respond to messages and maintain a consistent tone when necessary, or even engage with each individual in a way that you know they are likely to respond well to. Instead of doing this one by one after each visit block, your team can do it all in one go, checking each email and adjusting it before sending them out, saving significant time as well.
If possible, try to make building quotes as simple as possible. Design one-click quote apps that your team can use to enable them to input information about the potential customer and leave the lead with all the necessary pricing information before the representative drives away. If the customer has any questions, they can then ask them instead of needing to follow up at a later time.
Before the end of the day, your team should also ensure that they have recap calls with SDRs (Sales Development Representatives). Before this, however, all the collected data should be available to the SDR, which will help clarify communication and provide them with key details they will need during any follow-up.
Clear Time for Sales
Typing away on a phone while in the field can cause significant amounts of wasted time, when your sales team should be moving from one lead to the next more efficiently. Consider empowering your team to record quick voice notes directly into Salesforce instead of typing. They can then correct any minor errors or typos, helping to enhance available data without increasing administrative workload.
Ensure you also have a good database of the best responses to the most common objections potential customers might have. Make this available to all representatives and discuss the responses with your team, ensuring they are both accurate and effective, so you can use them moving forward to address customer concerns. You can also mine them for common queries you can add to FAQs or other customer-led assistance.
In 2025, many customers are using AI to review the contracts you send them, which can often lead to more detailed and unexpected concerns than ever before. Therefore, do this yourself to stay ahead of the analysis and have all the answers ready, or to adjust the wording of the contract to make it more understandable.
Some other simple steps you can take might include:
Not all of these will work for everyone, but they serve as a good starting point for improving all of your processes.
Learn When the Admin Overloads Your Team
You might not know if your team is being overwhelmed by their admin tasks, and you don’t want to take steps if there is no issue. Similarly, you don’t want to miss out on the opportunity to make changes when these tasks are starting to become overbearing.
If sales reps tend to postpone all communication until late-night or weekend hours, for example, it suggests that they either don’t want to do it or don’t feel it offers them key value. In a similar vein, if managers often receive incomplete call logs, it suggests that the process is something that team members don’t prefer to do.
Other signs of overload include:
You want to give people the time they need to perform their job well, including using the CRM to the best of their ability, and reduce the stress of feeling overworked. Succeeding at this means that your team is much more likely to be comfortable with every new lead you offer them.
Not having all the information available can also lead to major problems moving forward. AI has had a significant impact on field sales. Still, incomplete data hampers both data analysis and AI-driven resolution efforts, as they cannot accurately determine the truth about specific situations.
Reduce the Number of Tools
If your reps need to juggle too many systems, it can cause both mental and computational overload for each member of your sales team. Sadly, it is common for them to need to use:
Many of these may even need to be utilized in a single call, leading to a lot of problems, such as:
Instead, leveraging software for Salesforce, such as Veloxy, can mean that you have access to all of these tools in one simple location.
Read Now: Guide to Sales Tech Stack Consolidation
When you consolidate your tech stack, sales teams can reduce the time spent on managing these tools and focus on what truly matters: selling.
Read The ArticleAutomate CRM and Sales Activities
Instead of your team lifting a single finger, get someone else to do it all. By which we mean automating many of the admin processes.
Modern CRMs, for example, can automatically record every call you make, transcribing and summarizing them via AI. They can then push the details of every contact into Salesforce so that your team doesn’t need to do any of this. The system can also link messages together, providing every interaction with greater context and connectivity to the information your reps might need to know.
Reps may also benefit from the use of:
Using modern systems, team managers can also adjust the rules of each of these functions to help focus on KPIs and get the results the team needs.
Building and Correcting Forecasts in Real Time
According to Challenger, only one in five sales organizations was able to achieve forecasts within 5% of their projections. Much of this is due to a lack of data, as well as the fact that a single major market change can have a significant impact on ongoing sales efforts, which may not be immediately apparent if you only track data weekly or monthly.
Instead, auto-captured activity can feed directly into a pipeline for your team to use. Algorithms can analyze what is happening in real-time, with more weight given to more recent data, helping you to obtain clearer information on ongoing engagement and success.
If the predicted forecast appears to be dipping below expectations, the system may be able to detect the cause and offer advice to reps to help them recover and get back on track. Succeeding at more forecasts can then provide your team with more trust, as you will have demonstrated that you can get your team back on track in the event of a temporary problem in the future.
Predictions and Scoring
Using this data, you can also prioritize leads with greater accuracy, providing your team with a more direct path to success. Inside sales teams can utilize predictive models to assess how well a potential lead aligns with what you offer, providing your inside sales team with a clear metric to optimize their use of every hour.
Sorting this list by score, or basing a day’s travel on these data points, can help your reps block out calls in person and maximize their odds of winning more customers.
Salesforce does this innately, making it incredibly easy to determine where you should focus your efforts.
Help Buyers Help Themselves
With a secure portal, your leads and customers can access all the assets they need in one place. These can be valuable in preventing your team from having to deal with every small customer request. Interactive calculators and other tools can also help customers tweak what they want to buy from you at the push of a button, quickly boosting your ROI.
Close the Productivity Gap Today With Veloxy
Reclaiming every moment of selling time offers you the best way to outpace your competitors. Key automation efforts can deliver significant wins in this regard, and a live dashboard can take that further by providing every sales representative and manager with the data they need to align on each sales push.
Veloxy can offer you all of this in one package and help you increase sales productivity, starting this quarter. Get a free demo of Veloxy and discover how it can reduce friction, doubling your productivity and helping you achieve the sales you deserve.
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