As Sales Person, Here are my New Year Resolutions. What are Yours?

As Sales Person, Here are my New Year Resolutions. What are Yours?



Being a salesperson, I keep learning from my mistakes and have noted a few changes that I need to make in my approach. I take these resolutions going into 2021, hoping to keep it going for as long as possible :)

1. I will not say "Yes, our product has this feature", when we actually don't. One of my bad habits is getting nervous while pitching and agreeing to clients just to close the deals. During my demo/pitch, when a client asks me if the product I represent has a particular feature, I end up saying 'yes', even when the feature isn't available. I somehow provide them a workaround using other features and say 'see, we've got you covered'. Note that I actually didn't lie. I did a little bending and stretching to provide the solution. Just that it's not a straightforward, out-of-the-box one like they expected. I've noticed my clients were not happy during evaluation or post purchase with this approach. Going into 2021, if I'm asked about an advanced feature which is missing in my product, I'll just say 'Not right now, but we do have that in our pipeline for next year's release. For now I can offer you this solution (workaround)."

2. I will try to be a friend, not a suck-up: I have realized that there's a difference between "Hey John, you look great today" and "Wow John, such a wonderful tie!!" I've noticed that while it works for some, a lot of clients are put off by it.

3. I'll focus on my prospective client's problem, more than our benefits: I think everyone knows this principle. 2021 is really the year when I actually start practising it.

4. Maintain strong relationships with old clients: A happy client brings you ten more happy clients. I'm hoping to continue my last year's resolution in 2021 as well, to keep in touch with my old clients. As a gesture of goodwill, I will send them gifts for special occasions, call them to wish on holidays, and also to take feedback from time to time. This activity makes one not just a better sales person, but a better person in every sense. And this translates to increased CLTV for the company.

5. Have a good work-life balance: It may sound odd but through 2020, I've not been able to give my family the time they deserve, even though I was at home for the most part of the year. Back-to-back video meetings confined me to a dedicated home-office corner. Going into 2021, I take this resolution to spend more time with my family. Of what use is a fat pay check, when you don't get to spend on your loved ones!

Share your new year resolutions as well. I'll stay more inspired and maybe I'll add a few more from your list to mine :)

    • Sticky Posts

    • As Sales Person, Here are my New Year Resolutions. What are Yours?

      Being a salesperson, I keep learning from my mistakes and have noted a few changes that I need to make in my approach. I take these resolutions going into 2021, hoping to keep it going for as long as possible :) 1. I will not say "Yes, our product has

    • Once Upon a Sales Meeting!

      It was an awkward silence in the meeting room "Uproar." John Kowalski, the new sales manager, was not happy with the team's performance. After scribbling something in the notepad, he decided to break the silence, John: I cannot believe you guys have been working like this. No reports, delusional forecasting, random targets, and no eye on the ball. Kevin: We followed Richard's orders. John: Well, Richard is not here anymore, is he? John walked up to the whiteboard, and wrote in big bold letters: "TARGET

    • Recent Topics

    • Syncing stuck for days

      Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

    • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

      Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

    • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

      Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

    • API PARAMETER FOR TICKET CLOSED TIME

      Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

    • Reply to email addresses wrong.

      I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

    • Meeting integration with Otter.ai

      Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • How to close/delete a free creator account?

      I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

    • Zoho books and zapier causes Invalid data provided

      I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

    • CRM report

      Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Enhancements to Client script?

      Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

    • Add views to new CRM UI navigation + Unlimited Webtabs

      Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?

    • Custom "create meeting" button with more functionality than Zoho currently has?

      I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

    • Error Code 4: Invalid value passed for JSONString

      Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

    • Organizing contacts/members by company

      I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

    • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

      I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

    • Unable to search in Zoho Email

      I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

    • Response Time Report

      From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • Zoho - Outlook plugin

      Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

    • Zoho Books - Sales Person Information

      Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

    • Offline working in Zoho Creator portal

      Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

    • Fetch Records using Dynamic Criteria

      Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

    • Url filter Report date (pivot chart)

      Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

    • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

      I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else

    • Emoji Support in Bigin CRM

      We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

    • Bigin Booking Pages enhancements

      I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.

    • Amount in words in Indian format

      Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",

    • What are people using to send Service based emails?

      Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

    • Standalone LMS tool

      Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • An Overview of Dario Schiraldi Deutsche Bank Executive

      Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

    • Emailing a document to WorkDrive

      Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

    • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

      Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

    • Ability to modify what displays in calendar invite?

      I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

    • Zoho One and Tally Integration

      Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

    • Next Page