How to Set Up a Productive Sales Team in 2024 (Without Salesforce or Pipedrive)

January 12, 2025

Setting up a sales team shouldn't mean months of onboarding, expensive consultants, and software your reps hate. In 2024, the best teams are lean, tech-savvy, and focused on what matters: helping customers and closing deals.

Here's how to set up a productive sales team—without legacy software:

  1. Start with the customer's problem.
    The best sales teams are obsessed with helping, not just selling. Make sure your process is built around solving real problems for your customers.
  2. Give your reps tools they'll actually use.
    If your CRM feels like homework, your team won't use it. Choose tools that fit into their day—like texting updates, not filling out forms.
  3. Automate the busywork.
    Let AI handle reminders, pipeline updates, and reporting. Free your reps to focus on conversations, not admin.
  4. Make results visible, not stressful.
    Managers should see real-time dashboards, but reps shouldn't feel policed. Transparency builds trust and helps everyone improve.

Why Penny? Penny is built for teams who want to move fast, help customers, and grow—without the baggage of old-school software. Your reps text in deals and updates, Penny handles the rest. No more "CRM police." Just a team that's empowered to do what they do best.

Ready to build a sales team that actually sells? Let's talk.