Sales Management - Close Opportunity Funnel Report

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But we’ve got some good competition if you’re not an SMB or startup. Pipedrive services very small teams—very well. And you’ve got HubSpot—the medium-to-large business icon. (Plus a few others, you can check them out here.)

There are other types of sales management software—like social networking tools—but the CRM needs to be your foundation. Get that in place, set up those guidelines, and you’ll see a productivity boost—and a lift from your workload—guaranteed.

6. Implement Frequent Sales Reporting
Sales reports. Some love ‘em. Some love to hate ‘em (or at least, love to hate creating ‘em). Whatever your stance, sales reporting is absolutely necessary for successful sales operations and accurate sales forecasting.

As a sales manager, it’s your responsibility to execute frequent sales reporting.

How frequent? That depends on the sales metrics you need to track, overall performance, and the type of report. Your SMART sales goals can also impact frequency.

But generally, overarching metrics like net sales japan telegram data and deal size deserve monthly tracking (at a minimum). And more specific activities, like calls made or emails sent, should be measured more often (daily or weekly).

How do you make reporting as pain-free as possible? Use the CRM system (and make sure your reps use it, too). A robust CRM will have sales dashboards that provide real-time, visual representations of your most important sales data. (And you can/should create one catered to your sales team.)

Your CRM might even offer more comprehensive reports that dig below the dashboard’s top lines, like via a sales funnel report.

But, of course, you can also write out your own sales reports. Use a template, and compile your data—with the audience in mind—then represent it visually. Be sure to explain the report so it makes sense, and ideally, provide direction for the next steps.

7. Practice Effective Sales Pipeline Management and Cleanup
An effective sales pipeline turns leads into customers at a consistent clip. How? It allows your reps to track and manage sales opportunities as they move through the sales process.