Sales teams report weekly on their sales and sales opportunities. That’s not new. These reports come directly from their CRM package, which tracks customer data and the deals’ ins and outs. But are these reports any good? Using a roadmap, we’ll walk you through how to optimize your reports.
Reports are helpful for management, and you can also use this information to inform teams about work that is (possibly) coming up. That way, they can already keep their calendar free for this work. Which teams benefit from this information?
- Project Management -> often the first team to get to work after a deal
- Sales Support -> who makes quotations and ensures a smooth transfer to the rest of the organization
- Legal -> often has a role in negotiating contract terms
- Technical Sales -> are supportive in the sales process and create technical designs for customers
All these people have full schedules. If you want your sales opportunities, which involve a lot of work, to go through faster, there is an excellent opportunity in time management.
How do you build an intelligent report for these people? Here’s a step-by-step plan.