Hello.
I'm looking for a more efficient way I can track/monitor the progress of all our accounts. I'm wasting too much time going to my reps asking about individual accounts each day. I'm looking for the best way I can track my reps progress and what they're doing on a daily basis--without micro-managing.
I need the know the daily progress on collections and proposals, who the reps are seeing.
Any suggestions?
Scott
Are you a member of RAB? Their new Account Manager system is something you should look at.
The ACT program is used by many of the fortune 500 sales teams,if your a member of RAB they have a good system that comes with membership.. I think ACT is the best one you can buy.Personally, I developed a system to suit my needs and continue to update it.
Vic
Here at KXLO and KLCM the last thing I have my sales reps do every day is send me a sales report. I have found this effective to track there sales and to check if they have missed sending in any orders. It is not a long report just a brief synopsis of their calls.
Scott, I was going to suggest ACT and Victor beat me to it. I have used ACT for a lot of years and wouldn't be without it. You can buy it with different user numbers to fit the number of sales people you have. You then set it up as network, give yourself admin access and you can see their appointments, calls, closed sales, etc. Also helps you set goals, you can put specific sale information in it. I wouldn't be without it.
I've also used RAB's Account Manager, it is really good also. I like ACT a little better, but either program should help you.
Jerry
We use Efficio and it will do everything you are wanting.
I use the RAB Account Manager.
They were able to import my contacts which saved me a significant amount of time when I first set it up. The program has a good variety of report options and I can set reminders to keep me on schedule for follow-ups and client special events.
Best of luck,
Kathy
Over the years I have developed a "Daily Call Sheet" that all my sales reps must complete. There is a place to list the client business name, the contact person and contact number, the "action" taken ( cold call, CNA completed, proposal, service call, collection, closing a sell), and I also have a space for method of contact (phone, email, regular mail, face to face, text, networking op), then a space for comments. I tell the reps this section is for both of us. As these sheets are completed, the sales rep and I have a week, month, year of exactly what they did...who they saw, what happened on the call, etc....They can use these to set up their next day, week, month....and remember what happened on the last call. I tell them to never leave a call empty handed. If the decision maker is out, find out something about them, or the business, from whoever they talk to...(anniversary of opening, how many kids the owner has, what his hobbies are, the hottest item now, etc)
It is like a daily diary of what is happening in the reps life, and as they do their job. It has worked out really well. I can track the progress of the sales process, or pick up on any problems that may be developing. I also like to keep track of frequent objections....I use these to plan sales meetings. Works for us!
Good day. Could I talk you into sharing your template with us? If so, you may email to me at [email protected].
Thank you Scott
