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What Is Sales Management? Scope & Process
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What Is Sales Management? Scope & Process

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Last updated on
May 10, 2025
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May 10, 2025
What Is Sales Management? Scope & Process
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Can you imagine the chaos when sales reps do their version of โ€œwhat worksโ€? With no structure, no rhythm, possible conversions might also slip off your hands. This is exactly why managing your sales process is paramount.

When there is a set order, it eliminates the need to micromanage and brings about clarity, visibly improving sales performance.

In this blog, we will delve into sales management, its scope, characteristics, and importance. You will also get tips on how to build a high-performing sales team and how to train them. Letโ€™s go!

What is sales management?

Sales Management / Concept / Sales

The process of planning, organizing, leading, and optimizing a companyโ€™s sales efforts.

  • Involves setting sales goals, developing strategies, and monitoring performance.
  • Sales managers guide their teams, track pipeline health, and ensure target achievement.
  • Effective sales management improves forecasting, team productivity, and overall revenue growth.

They are responsible for overseeing the entire sales cycle, which includes setting sales goals, budgeting and forecasting sales revenue, training the team, tracking their performance, and adapting strategies to trends and changing technology.

Sales managers mould their strategies for different businesses, depending on their nature. Let's explore some common styles of sales management.

What are the styles of sales management?

Autocratic

An autocratic manager forces a unilateral decision on his team members and expects them to follow blindly. It is the most unattractive style of management, and you should avoid it at all costs.

However, under non-negotiable circumstances, letโ€™s say in high-pressure or faster turnaround environments where taking an action is critical, you can use it.

๐Ÿ“Œ Example: A seasonal retailer in peak holiday mode may deploy strict scripts and daily quota targets โ€“ everyone follows the same playbook to meet the surge in demand.

Democratic

A democratic manager is open to ideas, and feedback before making a decision. Key characteristics of sales management in this style include collaborative goal setting, an open platform welcoming ideas, and shared accountability.

๐Ÿ“Œ Example: Google holds weekly TGIF meetings, where company leaders provide structured updates on projects, strategy, and key decisions. The session is an open Q&A, creating a healthy space to ask anything, making the meetings more engaging, goal-oriented, and confidence building.

Transactional

A transactional style is built on exchanges with employees. This could be performance rewards for those who achieved their targets and quotas. You can use this to motivate your team when you want to see a revenue spike or even retain high-level talent.

๐Ÿ“Œ Example: A call center sets a daily target of 20 outbound calls and pays a fixed bonus for every sale above 5 deals โ€” reps are laser-focused on volume.

Transformational

A transformational leader brings about change and innovation within the team. The motive of this style is to inspire, empower, and coach the team not only to become better at sales but also to grow personally.

Organizations who are seeking a change in culture or want to build a high-trust, high-performing sales team look for such mentors.

๐Ÿ“Œ Example: A SaaS founder regularly holds โ€œgrowth workshopsโ€ teaching reps strategic thinking and consultative techniques โ€” elevating their skills beyond simple product pitches.

Strategic

A strategic sales manager is always looking out for new opportunities that align with the companyโ€™s long-term business goal. 

If this is your taste, you will have to be at your A-game when it comes to balancing market insights, resource allocation, growth & account planning, and long-range forecasting. 

๐Ÿ“Œ Example: A multinational consumer goods company uses rigorous market analysis to allocate reps across regions, sets annual revenue goals by segment, and revises plans quarterly based on performance.

Consultative

A consultative style of management prioritizes customer relationships. If you follow this ideology, your focus should be on coaching your reps to empathize with customer needs, pain points, and long-term value over one-off transactions. 

While hiring, look for candidates who actively listen, can ask skilful questions and design solutions based on customer needs. 

The nature and scope of sales management of this style are mostly seen in enterprise and SaaS industries where making high-value sales is crucial. 

At Superleap, we hold sales reps responsible to ensure all client requirements are understood clearly and solutions are customized accordingly before delivering the final product or even getting into an agreement.

Now that we know the different styles of sales management, letโ€™s dive into its functions.

What are the key functions of sales management?

๐Ÿคน๐Ÿปโ€โ™‚๏ธ Managing sales force and personnel

The sales team is the backbone of any company, quite literally, and it is important that they are chosen wisely. Managing sales team and personnel involves hiring the right talent, training them well and getting them equipped with necessary tools if required, motivating them to achieve targets and monitoring performance to bridge areas of improvement.

๐ŸŽฏ Setting sales targets

One of the key functions of sales management is setting sales targets and coming up with plans to achieve them. Sales managers decide on how much the company should sell monthly, quarterly or yearly, choose the right sales approach, and determine product and pricing. This helps sales representatives stay on track and work toward maximizing the companyโ€™s profits.

๐Ÿค Customer relationship management (CRM)

Customer relationship management is a practical application of the customer centric strategy. It involves using a CRM to personalize interactions, handle objections, and keep all opportunities in one place.

๐Ÿš€ Sales forecasting and analysis

Sales management also includes sales forecasting, which means predicting future sales by analyzing past performance, customer behaviour, and market trends using past data.

Specific forecasting techniques can include qualitative forecasting (relying on expert opinions), quantitative forecasting (using statistical data), and time-series analysis (analyzing historical trends).

๐Ÿ“ˆ Sales operations and performance tracking

โ€Sales operations involve the day-to-day management of sales activities, while performance tracking ensures the team is meeting its targets. This again uses information like conversion rates, average deal size, customer lifetime value (CLTV), and sales cycle length.

๐ŸŒ Sales territory management

An important aspect of sales management is defining, assigning, and managing sales territories. This ensures that each salesperson has a specific geographic area or customer segment to focus on, preventing overlap and maximizing coverage.

With a clear understanding of the scope, let's examine how sales management has evolved over the years.

How has sales management evolved over the years?

Sales management has undergone significant transformations over the years, evolving from traditional methods to modern approaches influenced by technological advancements, changing consumer behaviors, and the integration of artificial intelligence (AI) and automation.โ€‹ 

๐Ÿ†š Traditional vs. modern sales management

Sales management in early centuries was focused on selling products and features without much consideration for individual customer needs. Decisions were often based on intuition and experience, with minimal reliance on data analytics. Emphasis was placed on transactions rather than building long-term customer relationships.

On the contrary, today, sales management has evolved to be more customer-centric and data-driven. The introduction of Customer Relationship Management (CRM) systems, AI, automation tools (Gong, Outreach, Mailshake) and sales intelligence software (Lusha, Apollo) has enabled personalized and efficient sales approaches. Sales managers now utilise data analytics to inform strategies, forecast sales, and measure performance.

๐Ÿ“ฑImpact of technology and digitalization

The rise of online purchasing compelled the use of digital sales methods such as social media marketing and online customer support. These platforms enabled real-time communication much easier, allowing for personalized responses.

๐Ÿค– Role of AI and automation in sales

The last decade has transformed sales management through the integration of AI, automation, and data-driven tools. AI-powered platforms have made it easier than ever to analyze data and identify potential leads more accurately, increasing efficiency in the sales funnel. Sales managers can train their reps to use AI for sales for effective forecasting. Repetitive tasks such as data entry and scheduling are automated while AI-powered chatbots provide instant responses, freeing up human agents for more complex tasks.

These evolutions have led to several key characteristics of modern sales management. Letโ€™s dive in to understand them. 

What are the characteristics of sales management?

๐Ÿ† Goal-oriented approach

A goal-oriented approach in sales management includes setting clear and achievable targets that the sales teams can strive toward within a specified time. 

๐Ÿ‘ฅ Customer-centric strategy

A customer-centric strategy focuses on understanding customer needs, preferences, and behaviors to tailor products, services, and interactions that enhance customer satisfaction and loyalty. Modern sales management revolves around this principle, using data, AI tools, and personalized interactions to consistently deliver value.

Superleap, a CRM platform, implemented features such as lead tracking and automation to accurately assess customer behavior and trigger personalized follow-ups, demonstrating a customer-centric approach. Everything in our workspace is a custom object, allowing freedom for clients to choose how their workflow would look like. 

๐Ÿ”„ Dynamic and evolving nature

The evolution of sales management has been shaped by shifting market trends, technological advancements, evolving consumer behavior and competitive pressures. As a sales manager, set an effective sales management strategy that is adaptive to meet these ever changing dynamics. 

๐Ÿ“Š Data-driven decision-making

Modern sales management relies heavily on data analytics to inform strategies, forecast sales, assess team performance, and identify areas for improvement. By collecting and analyzing accurate sales data, managers can make objective, evidence-based decisions rather than relying solely on intuition. This includes studying customer behavior, market trends, sales patterns, and performance metrics to optimize processes and boost outcomes.

๐Ÿ’ก Did you know? Starbucks employs artificial intelligence (AI) through its Deep Brew initiative to personalize customer experiences and optimize operations. This ties into the data-driven approach discussed earlier.

๐Ÿ”— Integration with marketing and business strategy

Aligning your sales management with marketing activities and a broader business strategy enables you to maintain consistent messaging, effective resource allocation, and sales reps working towards shared goals.โ€‹

What is the importance of sales management?

๐Ÿ’ธ Drives business revenue and growth

Revenue is the fuel to any business. As a sales manager, you should be able to craft a well-structured sales management strategy by setting realistic sales targets and ensuring all sales reps are equipped with the right tools and training.

Apple Inc. has developed a highly effective sales management strategy. The company does not just rely on the demand for its products; it builds a strong sales pipeline through pre-orders, product launches, and exclusive retail partnerships. Their approach ensures consistent revenue growth, with Apple reporting over $124 billion of revenue for the first quarter 2025

๐Ÿ’ฏ Improves customer satisfaction, leading to repeat sales

As discussed in previous sections, customer satisfaction drives retention and also encourages repeat business. It is important you regularly hold meetings regarding the same with your team.

Letโ€™s say you are approaching a client; treat the meeting/call like a conversation and donโ€™t jump to close a sale.

Amazon is an excellent example of a company that excels in customer satisfaction through its sales management strategies. With features like one-click purchase, fast shipping, and a seamless return policy, Amazon keeps customers coming back, making it the world's largest online retailer.

How to build a high performing sales team?

โœ… Hiring the right people

As a manager, you want to reduce micromanaging instances. Hire people who have strong communication skills, resilience, and an adapting nature. Conduct behavioral interviews and role playing exercises to assess the candidateโ€™s problem solving skill. 

๐Ÿ“š Provide onboarding and training

Once youโ€™ve hired the top talent, train them to understand the product, who your competitors are and market trends. Teach them the companyโ€™s sales funnel, CRM usage, and lead qualification. You can also have them shadow senior sales reps for on-the-job training. 

๐Ÿ… Setting achievable goals

Use the SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) framework to set achievable targets. Conduct sales meetings regularly to review progress through weekly/monthly check-ins.

๐Ÿ“ˆ Use data to drive decision

Constantly track your conversion rates, the speed at which opportunities move through the pipeline, and rep performances to identify potential bottlenecks and if required, optimize the sales process.

๐Ÿ’ช Keeping the team motivated 

A good sales manager always motivates his team and pushes them to achieve their targets. Acknowledge and reward top performances during sales meetings and congratulate reps for closing deals. Monetary incentives are also a great push to work harder. However, it's equally important to promote a healthy work-life balance and offer clear career growth opportunities to retain top talent.

๐ŸŒŸ Diversity and inclusion in sales teams

When you build a diverse and inclusive sales team, it becomes a game changer. People from different backgrounds bring fresh perspectives, unique problem solving techniques and opportunities to connect with a wider audience.

As a manager, take up training on how to manage such a vast team and make sure that everyone has an equal shot at success. When inclusion is done right, it drives better results and builds a more dynamic, forward-thinking sales organization.

What are some sales training methodologies?

๐ŸŽญ Role-playing training

Essentially, sales reps enact real-life scenarios with peers. This is a great way to enhance confidence, objection handling, and adaptability in real sales situations.

๐Ÿ“Œ Example: One rep plays the role of a customer while another practices handling objections about pricing.

โณ Real-time coaching

This method will involve managers to provide immediate feedback during or after a sales call. It helps understand and correct mistakes instantly and reinforces positive behavior.

๐Ÿ“Œ Example: Listen to your team members interact and observe what tactics they use. Provide feedback on necessary areas โ€” letโ€™s say on closing techniques or what follow-up questions they can ask.

๐ŸŽ“ Mentorship programs

This is the good old technique where junior sales reps shadow experienced sales leaders. It is one of the best ways for hands-on learning, picking up industry insights, and on-the-spot guidance.

When a new sales rep shadows top-performing sellers, they can pick up on what the potential obstacles are, how to tackle objections effectively, sales negotiation tactics and different techniques of closing depending on the client and their pain points and requirements.

๐Ÿ“‰ Data driven sales coaching

CRM tools like Superleap use AI-powered data to coach reps and streamline processes. Refer to the AI and automation section for better understanding.

Best practices for sales management

๐Ÿšฉ Common Sales Management Challenges

Sales managers face many challenges for which strategic solutions are required to keep the team morale and performance intact. These problems include:

  • To get the better of sales slumps, try re-engaging your prospects, increase personalization of messages and improving outreach strategies.
  • The best way to handle high sales rep turnover is to provide competitive pay, open opportunities for career growth, and foster a strong company culture.
  • To stay on top of the always-changing market trends, itโ€™s important that sales managers are clever, regularly track industry trends, and accordingly mould their sales strategies.

The best way to tackle objection handling is to train your sales rep (you can refer to the sales methodologies topic on how) to ask appropriate questions regarding pricing, differentiate competitors and address concerns of risk aversion.

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