Sales Team Activities – Two-Minute Demo

Working Hard versus Working Smart it's one of the most often cited complaints of sales managers. They know their team is hard at work, but they don't know whether they're hard at work on the right things, focusing on the best opportunities and taking the right actions the Activities dashboard from DataSelf gives sales managers and executives this insight. It sheds light on how many and what kind of activities sales reps are acting on. It provides insight into where the sales team is focusing and where they're not. Most importantly, this dashboard provides proof positive as to whether sales rep activities are being focused on the right people, major clients, repeat clients, and clients with the highest likelihood to generate revenue for your business. This insight starts at the top left with a count of the number of scheduled activities per sales rep over a specified period of time, such as today, this week, and this month. This count is broken down by activity type, such as phone call, email, task or appointment. You'll know immediately who is meeting their minimum number of activities and who isn't, so you can do something about it. Let's change this dashboard to include all activity types. The grid on the top right counts the number of activities per client. This is critical because no one knows better than a sales manager whom your best clients are, and this dashboard is ideal for making sure those clients get the attention they deserve. So let's focus on Alta Ace, who's got a few different types of activities scheduled. Note how the grid at the bottom dynamically changes to show only those activities. For Alta, we can review those activities, determine any actions we need to take, and continue our review. With the Activities Dashboard, you can do more than ensure your sales staff is working hard. You can ensure they're working smart, leading to increased revenues and growing success for your business.