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 salespersons are doing their job and if they are doing it right. However, sellers hate this.
Easies way to manage your sales information
Who would like to fill a spreadsheet every day with all the phone calls he made, meetings and discussions? It is unproductive, the salesperson 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 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 to 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: