Some Sales Tracking Essentials

You are in charge of a sales team, and a big part of your job is to be in sync with the activities of your sales representatives. Since you cannot physically be present to hold their hand through every sales call, you must rely on reporting to keep track of their activities. Here are two sales tracking essentials, and how Salesvue can enhance them.

DAILY CALL REPORT

The daily call report tells you how often your sales representatives are interacting with their prospects. You can gauge how much time is spent prospecting and the results it brings in. The daily call report should show you:

  • Who your sales reps are calling;
  • How many prospects they are in touch with;
  • The outcomes of those calls.

By understanding the above, you can figure out how many calls it takes to eventually close a deal.

PRODUCTIVITY REPORT

While a daily call report gives you insight into the day to day goings on and appointmens of your team, the productivity report helps you understand the levels of activity taking place within your team. They also give you data over a longer time frame, so it is best reviewed on a weekly or monthly basis. The data here helps dig deeper to uncover sales activities. This includes everything from outbound calls, meetings and conversations to proposals and webinars. Productivity reports, therefore, help you flag problem areas and allow you to take corrective measures to avoid losing a sale.

Salesvue takes these two sales tracking essentials and condenses it into one easy, accessible software. Salesvue’s one-clock call screens make daily call logging a breeze. You reps can save up to 90 minutes per day in logging activity with Salesvue. Record each conversation, and add details about how the interaction went and the outcome. This system also ensures easy follow-up and automation.┬áThe┬átotal activities report gives you a view into the activity of the team over a given period of time. You can filter and group the progress by campaign, sales rep or a custom field like company revenue, size or geography. Get a quick look at total leads touched, unique leads and accounts present and see which of your sales represenatives have been most or least active- all this on one screen.