How to manage a sales team: set the process, let the system enforce it and spend your week coaching. Total Renting: 7 managers for more than 70 reps.
How do you manage a sales team? You decide the sales process: who gets called first, how many times and at what times. You let a tool enforce it every day. And you spend your week on what only you can do: reading the metrics, listening to calls and coaching. You move from process control to quality control, without chasing anyone and without hiring more managers.
Updated: October 2026 · Written by Alex Sánchez, co-founder of Vixiees, who works daily with sales teams handling high lead volumes.
"Before I was a cop and now I'm an ally of the sales team." So says Lorenzo Bertolini, sales director at Total Renting, a vehicle leasing broker. In his interview with Vixiees he says there are 7 managers, himself included, for more than 70 reps. Since the system sets the process, they report 30-35% higher productivity per rep and twice as many leads handled in the same time (data reported by Total Renting).
What does managing a sales team mean? Improving people, not watching them
Managing a sales team means deciding how you sell and getting each rep to do it better every time. Checking whether they made their calls is not management. It is patching a hole in the process.
This is how Lorenzo describes his managers' day before the change: "their day-to-day was constantly reviewing lead movements, follow-up, calls. It was more process control than quality control over the reps."
The difference matters because the manager carries the most weight on the team. According to Gallup, managers account for at least 70% of the variance in employee engagement across business units. If those hours go into reviewing records, the team feels it.
What does a sales director do in a week? Metrics, calls and coaching
He reads the metrics on Monday, listens to calls during the week and coaches whoever needs it. The system handles the control. Lorenzo describes his Mondays before: "I used to walk into the office really stressed, thinking about what the reps' next trick would be to grab more leads and 'steal' them from their colleagues."
And now: "analyzing the previous week, analyzing last week's metrics, the paperwork we've sent, the approval ratios." His focus, he says, is "on training, the quality of the reps, training the managers, more at a performance level than a management level."
A sales management week that works looks like this:
When | What you do | Why |
|---|---|---|
Monday | Last week's metrics | See which stage of the process is failing |
Every day | Short team meeting | Go over the day and collect suggestions |
During the week | Listen to each rep's calls | Know how each one sells |
Managers' meeting | Review people, not records | Decide whom to coach and on what |
When needed | Change the process | Apply what you've learned |
Example split, not customer data.
Lorenzo's meetings with his managers are no longer about duplicates. They are about this: "have you listened to this person, how does this person sell, how does this person follow up?"
How do you run a sales team without standing over them? Take away the decision of whom to call
Don't let the order of work depend on each rep. As long as each one chooses whom to call, you have to check they chose well. And with many leads, nobody keeps up.
With Pipedrive, Lorenzo saw it this way: the rep "didn't know whether to call one first, or another one after." Or whether a follow-up came first, or a lead in another stage. The result, according to Diego Juárez, who runs projects for the group, was leads "that get lost in that limbo, let's say, where in the end nobody ever contacts them again."
When management sets the order and the system applies it, control stops being your job. Diego sums it up: "you don't have to be behind that person checking whether they called or not." You'll find how tasks get assigned in the daily organization of a sales team, and how to stop two reps working the same customer in duplicate leads between reps.
Which metrics should you track to manage a sales team? Activity first, then results
Sales tell you who is doing well. Activity tells you why. Look at both, in this order:
Daily activity: calls made, follow-ups completed, leads with no next task.
Conversion by stage: where customers drop off, rep by rep.
Results: sales or contracts per rep, not just for the whole team.
One condition: the data has to be real. Diego is clear: "it's not data like in other CRMs where in the end each rep can alter it." If a rep can close a task without calling, your activity metric is worthless. You'll find how to choose and read each one in what a KPI is in B2C sales.
Time is the other metric. According to Salesforce's State of Sales report (2024, 5,500 sales professionals in 27 countries), reps say they spend 70% of their time on non-selling tasks. Every click you remove is call time.
How do you lead a sales team that doesn't want to change? With data, examples and patience
With data, not orders. And accepting that the first months are hard. Lorenzo didn't want the change. His fear was "forcing 30, 40 reps to follow a sales process that you set."
What they did: "we had to get very rigid, very strict, giving data, showing examples, we ran several training sessions, we showed several real cases, how leads were handled with one and the other, with Pipedrive and then with Vixiees." The reps were convinced by their own sales: they saw they were calling more leads and selling more. His verdict: "it was very hard but it was worth it."
Two pieces of advice from people who have done it:
Don't do it halfway. Ricardo Ruiz de Adana, marketing director of Grupo Caetano and head of Caetano Mobility: "either you do it right or it's better not to do it." Half the team on the process and half off it doesn't work.
Explain the why. Diego insists that it isn't enough to tell reps to press a button: you have to "explain the background to them."
If you're going to change the way you work, do it in phases, as we explain in how to implement a sales process change.
How many reps can one manager lead? On average 8.5, depending on how much they have to police
According to Alexander Group, a first-line sales manager has 8.5 direct reports on average. Total Renting works with about 10 per manager (7 for more than 70, our calculation from their figures).
The same analysis gives the key figure: those managers spend an average of 16% of their time coaching, and best practice is 28%. Nearly double. In our experience, the gap sits in the hours spent policing.
The 3D method: how to manage a sales team in 3 steps
We call it Decide, Delegate, Develop (3D). It is a Vixiees framework, drawn from what we see in teams like Total Renting and Caetano Mobility. With Vixiees, the system does step 2; if you use another tool, check that it does the same.
Step 1. Decide: management sets the sales process, once and for everyone
Which tasks each stage creates, what goes first, how many attempts, at what times. At Total Renting, whoever calls or writes in goes first; then, for example, offers at 24 hours and studies at 48. Ricardo puts it this way: "today every rep works under the same process and nobody has their own process."
What the system does for you: it turns your priorities into an ordered work list for each rep.
Step 2. Delegate control: let the system enforce it
The rep presses "next task" and the right lead comes up. If they forget to schedule a follow-up, it comes back on its own. Diego: "even if you're having a bad day and you forgot, fine, don't worry, I'll show it to you the next day." You'll find follow-up step by step in how to follow up with sales leads.
What the system does for you: it logs every call and every message, and shows you what is still pending.
Step 3. Develop: your week is for listening and coaching
With control handled, your time goes to people. Listen to calls every week and correct on the spot: we explain it in live sales call feedback. Look for patterns in the calls that didn't close, as we describe in spotting sales calls that went wrong.
At Caetano Mobility, sales management downloads every call each month, transcribes them and draws out "behavior patterns." Ricardo describes it as something new: a task for their sales management "that before didn't have time to do this."
What the system does for you: it gives you reliable data to decide whom to coach and on what.
Total Renting: 7 managers for more than 70 reps, from cop to ally
Total Renting used Pipedrive. Each rep decided their own order and the managers spent the day reviewing lead movements. The change started at the top: according to Lorenzo, the managers went from controlling "the merges, the deletions, the duplicates" to "listening to the reps, how they sold, how they called, how they followed up."
Aspect | Before (Pipedrive) | With Vixiees |
|---|---|---|
Managers' work | Process control: movements and duplicates | Quality control: listening and coaching |
Sales director's Monday | Looking for the next trick | Metrics, paperwork and approval ratios |
Rep's order of the day | Each rep decided | "Next task" button with management's priorities |
Productivity per rep | Baseline | +30-35% |
Leads per rep | 50 leads in 4-5 hours | Twice as many in the same time |
Training a new rep | No comparable data | 2-3 days until working |
Data reported by Total Renting in its success story and in the interviews recorded by Vixiees in 2025-2026.
Diego explains why they couldn't grow the old way: "scaling with individual talent like that isn't really scalable." And what the reps notice, according to Lorenzo: "they're much calmer and can think about selling." We explain why they left Pipedrive in Pipedrive with large sales teams.
At Caetano Mobility the same thing happened at management level. Ricardo: "our sales director no longer has to chase the reps to make them call customers, he's focused on how we can improve our customers' performance." They report reps closing 30 contracts where 15 used to be closed.
Alex Sánchez's take, co-founder of Vixiees: almost every sales director we know knows how to lead. What they lack is time, because the process depends on each rep deciding well and someone has to check it. If the system handles control, the director goes back to their real job: listening, coaching and improving the process. That is where, in our experience, sales go up.
Frequently asked questions
What is the difference between leading and managing a sales team?
Managing is making sure the process gets done: calls, follow-ups, tasks. Leading is deciding that process and improving each rep. If a tool handles the managing, the director can focus on leading.
How do you manage a sales team for the first time?
Start by writing down the process you want the whole team to follow and by listening to each rep's calls. Selling well and coaching well are different jobs: in our experience, a newly promoted manager should start with a small team.
How often should you meet with the sales team?
Briefly and often. Caetano Mobility holds "a daily 15-minute meeting where we go over the day," with metrics, deliveries and contracts, and a slot for reps to suggest improvements to the process.
How do you control reps without demotivating them?
Control the process, not the people. When the system sets the order of work, the rep doesn't have to think about whom to call and you don't have to watch them. Lorenzo sums it up: at first they felt "very tied to the process," and months later "they only think about how to sell more."
Sources
Real success story: Total Renting
Real success story: Caetano Mobility
Interviews with Lorenzo Bertolini, sales director, and Diego Juárez, who runs projects at Total Renting, and with Ricardo Ruiz de Adana (Grupo Caetano), recorded by Vixiees in 2025-2026.


