{"id":3897,"date":"2018-09-26T08:47:04","date_gmt":"2018-09-26T08:47:04","guid":{"rendered":"https:\/\/blog.synergita.com\/?p=3897"},"modified":"2026-03-13T06:28:25","modified_gmt":"2026-03-13T06:28:25","slug":"smart-goals-competencies-guide-for-your-sales-team","status":"publish","type":"post","link":"https:\/\/www.synergita.com\/blog\/smart-goals-competencies-guide-for-your-sales-team\/","title":{"rendered":"SMART Goals &#038; Competencies Guide for Your Sales Team"},"content":{"rendered":"<p>Setting the right employee goals is half the battle won. Companies invest lots of time, effort and money to find innovative employee goals management. You may follow SMART goals, KPIs, OKRs or other approaches but it all starts with one very basic thing \u2013 defining the precise goal at individual, team and organizational levels.<\/p>\n<p>Every employee has unique goals based on their work roles.\u00a0 For instance, Salespeople may have a goal for customer acquisition, revenue targets, etc.\u00a0 QA Manager may have a goal of implementing the ISO 9000 process and getting the certification.\u00a0 Facilities manager may have a goal of having a new facility ready by the year-end.\u00a0 HR manager may have a goal of hiring and onboarding 150 new employees.<\/p>\n<p>Your goals can be short term or long term. But you should be able to track the progress throughout the goal period, review the achievements and assess the performance of your employees continuously. It gives an edge as deviations and disruptions can be detected early and rectified. When the progress falls short you can start improvising your process and get back on track. All these are possible only if you have precise and definite goals.<\/p>\n<h2>What is a SMART goals management system?<\/h2>\n<p>Only if your goals are SMART, you can able to reap the desired results.<\/p>\n<p>To make your goals SMART, you have to make it<\/p>\n<p><strong>Specific<\/strong> \u2013 Define the goals clearly<\/p>\n<p><strong>Measurable<\/strong> \u2013 Define the milestones to measure the progress consistently<\/p>\n<p><strong>Achievable<\/strong> \u2013 Identify the skills and resources needed to achieve the goals realistically<\/p>\n<p><strong>Result-focused<\/strong> \u2013 Focus on the results and measure the outcomes<\/p>\n<p><strong>Time-bound<\/strong> \u2013 Fix a time-frame to achieve the goal<\/p>\n<p>SMART goals are critical for managing the performance of your employees. Easy and simple to use <a href=\"https:\/\/www.synergita.com\/features\/goals-management.html?utm_source=Blog&amp;utm_campaign=G3\">Employee goal management software<\/a> helps you set and manage your employee goals.<\/p>\n<p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/localhost\/synergitablognew\/wp-content\/uploads\/2018\/09\/Goals-Management-V1.png\" alt=\"Sample Goals form - synergita goals management software\" width=\"auto\" height=\"870\" \/>Sample goal form | Synergita<\/p>\n<p>Here are the SMART goals library and competency library for your sales team.<\/p>\n<h2>SMART Goals Library for Sales Team<\/h2>\n<p>The Sales Goals Library deals with the functional goals of the sales professionals &#8211; be it sales executives, corporates sales managers, sales \u2013 operations head and sales \u2013 VP. It can be tweaked and reframed to fit the organizations\u2019 needs.<\/p>\n<table class=\"table table-bordered\">\n<tbody>\n<tr align=\"center\">\n<th colspan=\"2\">Sales Goals\/KPI<\/th>\n<th>Description<\/th>\n<\/tr>\n<tr>\n<td rowspan=\"4\">Customer Acquisition<\/td>\n<td>Qualify Prospects<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Creating the ideal customer profile<\/li>\n<li>Identify the potential customers need or desire for the product or service<\/li>\n<li>Understand their financial prowess to buy<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Understand Customer Buying Process<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Identify the persons who make the buying decision<\/li>\n<li>Time frame of the customer to make the buying decision and purchase<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Handle Objection Effectively<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Understand your customers\u2019 real concern<\/li>\n<li>Address their concerns sincerely to build credibility<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Close Business on Time<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Create a sense of urgency such as a deal with a deadline to close the sale quickly<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td rowspan=\"4\">Sales Target<\/td>\n<td>Forecast Accurately<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Consider business environment, trends of your product or service, lifecycle of your product to forecast sales<\/li>\n<li>Use past sales data model to develop a realistic forecast<\/li>\n<li>Implement rolling forecasts with consistent periods<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Understand Your Sales Process<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Clear understanding of the steps involved in your sales process<\/li>\n<li>If possible customize the sales process to the specific prospect<\/li>\n<li>Determine at which step each of your prospects is at present<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Negotiate for Mutual Success<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Negotiate smartly and create a win-win deal for your company as well as customers<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Achieves Revenue Targets<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Breakdown your revenue targets into quarterly goals<\/li>\n<li>Improve prospecting, pipeline building and reduce the length of the sales process to achieve your goals faster<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td rowspan=\"3\">Pipeline Building<\/td>\n<td>Engages C Level Executives<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Build a long-term relationship with C-level executives<\/li>\n<li>Ability to connect and engage them at their standards<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Leverage Referrals<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Ask referrals from existing customers to build a strong pipeline<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Sells Business Values and Results<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Show your prospects the solution to their problem, the business values and results they can achieve<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><\/h2>\n<h2>Competency Library for Sales Team<\/h2>\n<p>Competencies are contributing factors such as skills, abilities and personal attributes that enable you to achieve performance excellence and therefore result in organizational success. Competency may not have a direct impact on your performance metrics. But the lack of it adversely affects the overall team and organizational performance.<br \/>\nThis library lists the sample set of business and personal competencies required for Sales function. This library may be used as a guideline for choosing the right set of competencies for your sales team.<\/p>\n<table class=\"table table-bordered\">\n<thead>\n<tr align=\"center\">\n<th>Business Competency<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Understand Customer\u2019s Industry<\/td>\n<td>Understand customer\u2019s industry-specific needs and pain points before making the initial contact<\/td>\n<\/tr>\n<tr>\n<td>Connect Product\/Service to Customer\u2019s Business<\/td>\n<td>Customize the solution to fit the customer\u2019s business<\/td>\n<\/tr>\n<tr>\n<td>Business Acumen<\/td>\n<td>Analyze the prospect\u2019s personality at first sight and dynamically adapt the best approach to connect with them<\/td>\n<\/tr>\n<tr>\n<td>Problem Solving<\/td>\n<td>Use analytical and creative thinking to solve the problem quickly and efficiently<\/td>\n<\/tr>\n<tr>\n<td>Organizational Skills<\/td>\n<td>Managing the team, projects, schedules, priority activities efficiently<\/td>\n<\/tr>\n<tr>\n<td>Customer Satisfaction Management<\/td>\n<td>Manage, measure and improve customer satisfaction at all stages of the buying cycle<\/td>\n<\/tr>\n<tr>\n<td>Political or Organizational Savvy<\/td>\n<td>Exhibiting sincerity, Interpersonal skills, ability to network and social intelligence to charm and influence your prospects<\/td>\n<\/tr>\n<tr>\n<td>Consultative Business Approach<\/td>\n<td>Use the product knowledge to customize the solution to fit the perspectives\u2019 needs and convey it in their familiar style<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table class=\"table table-bordered\">\n<thead>\n<tr align=\"center\">\n<th>Personal Competency<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Communication Skills<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Adapt personal communication style to that of customer organization and key individuals<\/li>\n<li>Deliver messages clearly through verbal and non-verbal communication forms<\/li>\n<li>Exhibit professional, respectful and convincing communication style<\/li>\n<li>Establish credibility with diverse people through adaptive communication<\/li>\n<li>Can develop and deliver compelling presentations<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Leadership<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Social &amp; emotional intelligence<\/li>\n<li>Managing conflicts efficiently<\/li>\n<li>Decision making<\/li>\n<li>Prudence &amp; commitment<\/li>\n<li>Effective delegation of tasks &amp; empowerment of team<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Initiative<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Proactive in identifying issues and new ways of solving it<\/li>\n<li>Proactive in finding new opportunities and act quickly to monetize it<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Reliability<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Dependable in completing tasks and meeting deadlines<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Interpersonal Skills<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Proactive in identifying issues and new ways of solving it<\/li>\n<li>Work in a collaborative environment<\/li>\n<li>Effective communication and listening skills<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Appetite for Learning<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Enthusiastic to learn new techniques and skills<\/li>\n<li>Open to learning new things from peers<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Critical Thinking<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Foster independent and reflective thinking<\/li>\n<li>Identify biases, draw the inference and make proper decisions<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Integrity<\/td>\n<td>\n<ul style=\"list-style-type: disc;\">\n<li>Exhibiting consistency in your principle and approach<\/li>\n<li>Committed to doing the right thing in all circumstances<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><\/h2>\n<h2>Swing into Action<\/h2>\n<p>The sales &#8211; goals &amp; competency library helps you frame your organization specific SMART goals and competencies for different roles in your sales team, say sales executive, sales associate, sales manager, sales \u2013 VP, etc.<\/p>\n<p>Set the SMART goals for your sales team, follow up diligently and bag scores of customers.<\/p>\n<p>Goals management is the backbone of the performance management process. Synergita has a robust goals management feature that helps you set and manage employee goals throughout the year.<\/p>\n<p>Are you ready to start setting SMART goals for your organization using Synergita?<\/p>\n<p><a href=\"http:\/\/marketing.synergita.com\/synergita-test-drive?utm_source=Blog&amp;utm_medium=Post&amp;utm_campaign=Raji\" target=\"_blank\" rel=\"http:\/\/marketing.synergita.com\/synergita-test-drive?utm_source=blog&amp;utm_medium=post&amp;utm_campaign=raji noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-5237 size-full aligncenter\" src=\"https:\/\/localhost\/synergitablognew\/wp-content\/uploads\/2013\/09\/synergita_test-drive.jpg\" alt=\"\" width=\"650\" height=\"96\" srcset=\"https:\/\/www.synergita.com\/blog\/wp-content\/uploads\/2013\/09\/synergita_test-drive.jpg 650w, https:\/\/www.synergita.com\/blog\/wp-content\/uploads\/2013\/09\/synergita_test-drive-300x44.jpg 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<p style=\"text-align: center;\">Sign Up here for <strong><a href=\"https:\/\/www.synergita.com\/synergita-test-drive.html?utm_source=Blog&amp;utm_medium=Post&amp;utm_campaign=Raji\" target=\"_blank\" rel=\"noopener noreferrer\">Synergita\u00a0live demo<\/a><\/strong>.<\/p>\n<p style=\"text-align: center;\">\n","protected":false},"excerpt":{"rendered":"<p>Setting the right employee goals is half the battle won. Companies invest lots of time, effort and money to find&#8230;<\/p>\n","protected":false},"author":20,"featured_media":3918,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,14],"tags":[82,219],"ppma_author":[208],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SMART Goals and Competency Guide for Sales | Synergita<\/title>\n<meta name=\"description\" content=\"Access a practical SMART goals and competency library for sales teams to set clear targets, track performance, and drive better results.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.synergita.com\/blog\/smart-goals-competencies-guide-for-your-sales-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SMART goals &amp; competencies library for your sales team\" \/>\n<meta property=\"og:description\" content=\"A free SMART goals and competencies library for your sales team that comes in handy while setting the right goals for their performance management\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.synergita.com\/blog\/smart-goals-competencies-guide-for-your-sales-team\/\" \/>\n<meta property=\"og:site_name\" content=\"Blogs | Resources\" \/>\n<meta property=\"article:published_time\" content=\"2018-09-26T08:47:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-13T06:28:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.synergita.com\/wp-content\/uploads\/2018\/09\/smart-goals-competencie-guide.png\" \/>\n<meta name=\"author\" content=\"Gayathri Arun\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"SMART goals &amp; competencies library for your sales team\" \/>\n<meta name=\"twitter:description\" content=\"A free SMART goals and competencies library for your sales team that comes in handy while setting the right goals for their performance management\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/blog.synergita.com\/wp-content\/uploads\/2018\/09\/smart-goals-competencie-guide.png\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Gayathri Arun\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.synergita.com\/blog\/smart-goals-competencies-guide-for-your-sales-team\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.synergita.com\/blog\/smart-goals-competencies-guide-for-your-sales-team\/\"},\"author\":{\"name\":\"Gayathri Arun\",\"@id\":\"https:\/\/www.synergita.com\/blog\/#\/schema\/person\/7d8529a3a669a30ad46152a36da256cb\"},\"headline\":\"SMART Goals &#038; 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