Excellent time management in sales isn’t about getting things done faster. It’s prioritising the highest-leverage sales actions and cutting the rest.
Below, Cognism SDRs and AEs share 11 proven habits and the exact tools/templates they rely on to book more meetings in less time without burning out.
So, let’s unpack time management in sales. 👇
TL;DR
Reps with the best sales time management skills plan 30 minutes daily, block off their calendar around high-yield activities, and use a tight tool stack (CRM + sales engagement + compliant data) to reduce admin.
“Time management is the single most important sales skill. Managing your time effectively allows you to not only achieve your targets, but overachieve.” - Madeleine Hopkin, AE @Cognism.
Tip 1: Prepare 30 minutes
Often, salespeople try to speed up by diving headfirst into a big pile of work at the start of their day.
Shivan Pillay, Sales Coach and Trainer at Cognism, cautions against this.
Why?
This approach is usually ineffective and only results in unnecessarily wasted time. Instead, plan your sales strategy at the beginning of your day and evenly distribute your tasks for the best sales time management.
Madeleine said:
“When I was an SDR and an MDR, I’d spend the first half-hour of every day preparing and setting reminders on my computer. This was how I stayed organised and on track.”
“This process will put you in the right state of mind for work while reminding you of your daily tasks.”
Tip 2: Schedule time blocks
Mastering time management in sales is about smart planning. It involves identifying and leveraging one’s strengths to build a productive workday.
Madeleine illustrated this by sharing her strategy of allocating specific hours to different tasks based on her most productive periods and her skill at the task at hand.
She noted:
“It’s different for everyone, but I began to realise that making a lot of cold calls on Mondays wasn’t the best strategy for me. I found that I was wasting opportunities because people weren’t answering the phone or they were in a bad mood.”
“If you are an amazing cold caller and you find that’s where most of your meetings are coming from - you should block out a lot of time for cold calling. If you know that you’re really good at getting a referral and sending emails, then block out extra time for that.”
Madeleine stressed that time blocking is an important part of time management for sales professionals, adding:
“You need to understand your biggest strength and then build your routine to fit that. Things might evolve, and you might get better at LinkedIn prospecting or cold calling - you should fit your calendar around how you’re changing.”
Your calendar is only one of many tools you can use to achieve this. Task management tools will allow you and your team to complete tasks efficiently by organising and prioritising them.
By adopting Madeleine’s approach, you can dedicate time blocks for tasks where you excel, optimising your productivity and output quality.
Tip 3: Invest in sales technology
Use the best CRM and sales engagement tools you can afford. Find one that solves your challenges, and use it! Sales technology will make your job so much easier.
Shivan elaborates on how tech improves time management for sales reps:
“I’d recommend using a tool like Salesloft. So many companies don’t use a sales engagement tool. It means you must log every task, move it, and update it.”
“A good CRM drives sales growth and forces you to be consistent in your actions.”
Investing in the right software vastly reduces the manual activities you must complete, freeing up your time for more important things.
Tip 4: Use keyboard shortcuts
Isa Sher, Senior Sales Manager at Cognism, is a big fan of keyboard shortcuts. They help you perform actions quickly, saving precious time.
These are his favourites:
- Cmd + L - clicks and highlights the text in the URL bar.
- Cmd + F - searches anywhere on the screen for a keyword.
- Cmd + X, C and V - cut, copy and paste, respectively.
- Cmd + alt + shift + V - paste text into an area in the same format as the area.
Isa adds:
“Using your mouse takes much more time. Learn the keyboard strokes, and you’ll get the less interesting tasks done much faster, giving you more time to focus on what matters most...selling!”
Tip 5: Find shortcuts for repetitive actions
Madeleine shares an example:
“If you find yourself regularly repeating a task, find something that shortcuts that task.”
“I recently found a tool called aText. If you regularly write the same sentence, you can save it. When you next write the beginning of that sentence, aText will find the sentence and input it for you.”
She also mentions using Grammarly to quickly check emails. If there’s sales technology out there which will speed up your process, use it. Don’t slow yourself down with unnecessary work!
Tip 6: Use email templates
Madeleine also maximises her time management in sales with a brilliant strategy: using templates.
She said:
“If you start with a template rather than a blank slate - it’ll take two to three minutes to write an email. Without one, it could take 15 minutes!”
Madeleine stores her go-to templates in a handy Google Doc, arranged by frequently occurring scenarios, such as dealing with competitors. This way, she’s always one step ahead.
Tip 7: Tailor your messages
The danger of email templates is that they can lead to a “one-size-fits-all” approach. This is where personalisation comes into play…
If your sales emails don’t seem authentic or you don’t tailor them to your prospects’ scenarios, the odds of a response are low. Not the best time management in sales!
A touch of nuanced personalisation will make your emails stand out from the pack.
Madeleine explains:
“If I were to send my templates to other team members, it might not match their communication style. You must be consistent.”
“If you can tailor a message to the individual and their situation each time, you’ll get the best results.”
Madeleine sprinkles personal touches on her templates so they resonate with each prospect. You should, too!
Tip 8. Take notes
Note-taking is critical for time management in sales.
Let’s take a look at this in practice…
Madeleine has a meticulous approach and documents every important detail during client interactions. This way, she arms herself with information that could be pivotal to future engagements.
Madeleine also uses OneNote to streamline the note-taking process. This ensures that she’s always prepared with personalised responses and can accurately pinpoint potential opportunities.
She explains:
“It will save so much time when you need to re-engage them. All you say is that three months ago, you mentioned these pain points. It saves a lot of time for the AE, too.”
Shivan echoes this:
“Assume you will remember nothing and write everything down. Always take great notes; this will help you to remember more actively.”
“Also, keep your notes organised. I use OneNote to categorise my notes, and I can quickly jump back and check them in no time. Good note-taking and organisation practically eradicate the need to remember anything!”
Tip 9: Follow the right people on LinkedIn
First, we don’t recommend spending too much time on LinkedIn looking for inspiration. LinkedIn “research” could be considered professional procrastination.
LinkedIn can help you discover innovative ways to step up your B2B sales game.
Isa told us how it helps him with sales time management:
“Follow everyone putting out good LinkedIn content. Substitute all your Instagram and Facebook time for LinkedIn and optimise your intake.”
Tip 10. Leverage peer knowledge
Knowledge is power, especially in a fast-paced sales environment, and your peers are one of the best sources of innovation.
Podcasts are a rich resource for Madeleine, offering insights from fellow SDRs and helping her structure her day more efficiently.
But sales podcasts aren’t the only source of knowledge, according to Madeleine:
“There’s a goldmine of valuable tips on LinkedIn and YouTube, based on what SDRs do at other companies.”
This inspiration gives Madeleine fresh ideas, helping her succeed in her role. The key, she stresses, is always to be learning!
Madeleine also uses Gong to learn from the recorded conversations of top performers. She shared with us how she used Gong to refine how she discusses data enrichment (a feature at Cognism):
“You can find all the calls where they mentioned enrichment, go to the transcript, see how they explain it and then copy that into your script.”
Tip 11: Read books that inspire you
Shivan is a big fan of Audible, as it allows him to use his time off to feed his appetite for knowledge. While reading books can’t save you time, investing in personal growth ultimately can.
Shivan named a few books that inspired him to develop his sales career.
- Jeb Blount, Fanatical Prospecting - an excellent read for people starting in sales.
- Scott Leese, Addicted to the Process - a short, adrenaline-fuelled read.
- Chris Voss, Never Split the Difference - the best sales book ever.
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