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6 proven techniques to cut your sales admin

Dimitriya Paunova

 Sales Admin

It’s a familiar story.

You’re itching to be out, talking to clients and prospects.

Identifying their problems and the solutions you can offer.Instead, you spend far too much of your time stuck in the office – producing powerpoint charts for sales presentations, hunting out corporate data for pitch documents and sourcing brand-compliant content for proposals.

If you can identify with this, it’s time for change.

Time to free yourself from some of the admin which ties you to your desk. The tasks that hinder your ability to get out there and talk to your prospects.

Here are our 6 tips for slashing the time you spend on sales admin.

  1. Reduce the time you spend sourcing tender content

Finding content for proposals and pitch documents can be a real bugbear. AuM data; corporate information; performance statistics. You spend far too long digging out the same or near-identical information.

Building an online content library can save you hours. Store frequently-used content in an easily-accessed central location. Give the whole business development team access and you make it easy to include the most up-to-date information.

  1. Learn the best PowerPoint hacks


    PowerPoint is a fact of life for business developers – but you don’t need to be an expert to create beautiful presentations. Learn a few simple shortcuts and you can dramatically cut the time you spend on presentations. Read our 7 ways to make your PowerPoint charts better for timesaving tips.

  • Imagine how much time you’d save if you could create, update and review sales documents while you’re out of the office.

The good news is that effective sales automation tools make this possible.  Access the latest information on your products and services, along with up-to-date presentations, factsheets and brochures – even when you’re on the move or in a client meeting.

Online access to the assets you need will transform your life, making it possible to combine admin with your time on the road.

  1. Get branding right first time

Redoing presentations because they don’t meet brand standards is an all-too common time-waster.

If you can lock down branded PowerPoint slides and Word documents, brand management becomes painless.  Make it easy for the whole team to access brand assets like logos, approved imagery and signed-off wording. Ensuring brand consistency gets your documents Marketing sign-off first time – meaning you meet your deadlines.

  1. Speed compliance approval

The need for Compliance team approval slows you down and adds an extra layer of com-complexity.

Explore solutions that allow you to collaborate on online review and sign-off. They can save you significant time.

And by locking down previously-approved content, your Compliance team knows they only have to re-read a portion of your proposal. Another tick in the box for faster approval.

  1. Automate archiving and storage

Having to compliantly record and archive sales materials is another challenge for business developers in regulated businesses. Another administrative burden you could do without.

It might be worth looking into automated approval and archiving processes. These can ensure watertight compliance when it comes to record keeping – giving you confidence that you’re meeting FCA requirements without the legwork.

If you want to read more about increasing efficiency when producing sales documents, read this case study. It details how AIG took a new approach to client-facing documents – saving time and money in the process. You can download a free copy here.

How Microsoft Word templates can automate document creation


Topics: Sales

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