Friday, 25 July 2014

Sales People Hate The Daily Activity Report

Most of the sales departments rely on the activity report sales agents send every day, week or month. It is a control measure, a way to know if the salesmen are doing their job and if they are doing it right. However, salesmen hate this. Who would like to fill a spreadsheet every day with all the phone calls he made, meetings and discussions? It is unproductive, the salesman would argue, while the sales managers accept that this is time consuming, but the only way to control their department.

We, at Zimplu CRM, know how much sales people hate to fill "unnecessary" documents, that's why we made a little upgrade to our Sales Activity Report and included all the details a user wrote into a note or a task. This way managers know not only that their employees are active but each detail of every discussion their employees had with prospects/clients.

This is not only about control, but delivering the proper feedback to the sales representatives and finding out insights about why opportunities are won or lost. It is the perfect way for a sales manager to deliver his expertise to his co-workers by giving the right feedback at the right time.

Here is a screenshot with our upgraded activity report in Zimplu CRM:
details about the salesmen activity in Zimplu

This upgrade was made at the request of our customers who want to have a better control of their sales department.