Sales Team reporting back to Management

[CR0X]

Probably a recurring issue for anyone who manages a sales-team: how do you get your team to report back effectively on what they have been doing, and what they will be doing, but without taking up too much time?

We don't have a pressured culture, so forcing written reports to be done on their own time isn't an option at this stage!

[CR0X]

Thanks, all interesting.

We are moving towards Sage CRM, as we use Sage 200 for accounting. Having the two working together makes sense on many levels.

We simply want to know:

a. what they have been doing (who seen, who quoted, problems arisen)
b. what they are going be doing (who seeing, who quoting)
c. Issues & Solutions

Ultimately, CRM will tell us a) and b), but we are six months away from that side up and running.

Our sales team are reasonably high-level, so not admin people at all, and work from home, and travel seeing clients.

[CR0X]

blindswelledrat said:

Agree with the rest of what you said though.
Crox, Im assuming you are a fairly small company with a modest sales team
WHy not simply email each other?

We do! That is the point! Currently we use a (we think) simple word document ... but useful feedback. Some people complain it takes too long, some give us not enough information etc etc

[CR0X]

PugwasHDJ80 said:

Sage CRM?

just don't, please, you won't tahnk yourself.

Salesforce blows it into the weeds and can still integrate into your accounting/ERP system.

there are others too- MS Dynamix for example.

its too late for that. It will be quite heavily customised on the front end, to mirror our existing systems, quoting etc, but we won't touch all of it. The exact fit to Sage200 is key for the guys on the road, as they can see a high level of detail, without having to connect to 200.