Posted by i3Teamworks Team on 7 Mar 2018

To ensure a Company to have a salesforce that execute a company’s sales strategy. Be it to cover an industry channels or to coverage of existing customer for repeated order.

A typical salesperson actually has 2 main task, phone calls and visit to customers. Both these task are important as it is where a sales opportunity happen. As such, proper management and guidance by CSM is important to ensure that salesperson direction are correct.

From data analytics point of view, all salesperson activities can be analyse in real time so that any deviation can be detected and overcome immediately. This save time and monis.

I3TeamWork provide a comprehensive data analytics to let you analyse what has been happening so that as CSM, you can take the corrective actions.

All these are available via the Sales Console

The above will show all activities for all Salesperosn (SP)

Detail look into the above show the activities for the past 7 days for any SP

Click on any SP name, will show that particular person detail activies as below

From the above will show the following

  1. How many phone calls was make to New Customer and Old Customer? If the requirement of the company is to get each salesman to call 60 calls. Then this SP did not perform as requested.
  2. How many appointments was make and how many he actually attended?
  3. How many new customer has has added to his portfolio?
  4. How many update he has done to the Customer Database, and whether he has follow the Customer Category Changes that a company prefix.

Further Click on the above "numbers" will show the actual details of each activities

Likewise, changes to the above Date range, will show the actual analysis over a period

Benefit of this Chart

A good salesperson will need to know how best to utilize his time. That also means that he has to perform good time management, and involve himself 100% of his time to do what he is been paid to do. Ie Call Customer and Visit Customer.

If any SP do not even do that, there is no point and this SP will not be exploring to open new customers , maintain existing customers.. and most important, he can not account for the time he spend to carry out his sales activities.