Learning to read a sales activity report is essential to a businessman’s repertoire. However. It will be a difficult task if you have members of your team writing this document unprofessionally, which in turn hinders you to create right and efficient decisions. That’s why to help you, we have sales activity reports examples that will surely make your edge as sharp as ever. These high-quality and ready-made templates are printable and downloadable with just a click of a button. Furthermore, we also have a simple guide that you can use to make one if you want to create from scratch. Go on, check our resources today and make one fast!
A sales activity report is a document that details the daily, weekly, or monthly sales of a business or set of businesses. This document is important as it gives a summary of how the business is faring compared to its previous reports or even the competition.
CRM or Customer Relationship Management Software is a system that allows you to check for new businesses, customers, and other endeavors. It also allows you to manage your interactions with your customers to improve your connections and relationships with them. These are a more efficient way of making a sales Activity Report but could be pricey. Listed below are the top 5 CRM Systems in the market.
Nutshell, although launched in 2010, is still considered new in the market. However, what Nutshell lacks in years, it complements in its services. As it is an excellent CRM system for small businesses. However, it lacks some marketing functions which are essential to other businesses.
Insightly started their business in 2009. This CRM system is one of the most organized CRM systems available. However, this is one of the most expensive CRM systems, as well. So you need to think through if you really desire to use the system or not.
If you’ve heard of Zoho, maybe you’ve heard of their other services, as Zoho is a part of Zoho Suite of Management Tools. This could be an advantage and a disadvantage depending on where you are setting things. However, you can be certain that it has exceptional integration compared to other systems on the list.
Pipedrive is the best tool for those teams who are pretty new in the market and wants to do things the long way. Although it makes your whole process simple and efficient, it can be very useless for those companies that want to make sales fast. Nonetheless, you can be certain though that this CRM is reasonably priced.
The name says it. This is a really simple system for your CRM needs. Really Simple Systems CRM is an excellent tool for businesses that operate B2B. This is an excellent tool for small or medium-sized organizations as you have almost everything you need. However, this would be overwhelmed by work if you are doing big projects.
At the end of the day, a Sales Activity Report is still a report. That’s why it is better than creating one you only do different things as you need. However, it is generally created as a normal report document. So, to help you, listed below are steps for you to create one.
If you are planning to write a monthly report, you can be sure that you will need more than one page to make one. That’s why if you need, you should make sure that you write an executive summary first. You don’t need to consume the whole page in writing this one, though. Remember, a good salesman knows to make things as short as possible.
Graphs and other visual illustrations in a report are much appreciated. This proves true to people with visual learning styles. So if you can, you should include it to make sure that people can see the data from a different view. It also initiates new ideas, that’s why it is better.
Another thing that you should consider to be included in your report is the progress of your company. If you see your sales at $10,000 it would appear as it is. However, if you write it as a 200% increase in sales compared to last month, it brings a sense of progress and drive to people. So try and add these things.
Sometimes, people do not believe a word you said because they don’t see the numbers. They only see a blank statement that does not reflect your claims. So if possible do include additional details. If you find it difficult to make, you can be sure that there are many samples and templates available on the internet.
Sales activities are the daily operations that people in the sales industry do. This may be through call, conversation, or direct marketing. It can be both offering a service such as real estate or a product.
Sales come in different shapes and sizes. Listed below are the seven types of sales and roles in the current market.
1. Inside Sales
2. Outside Sales
3. Sales Support
4. Client Services
5. Lead Generation
6. Business Development Management
7. Account Management
Sales is a craft in itself. A good salesman can even make people buy something that they don’t need. Listed below are the best skills for people who want to venture into the industry. |
3. Business Acumen.
4. Social Selling.
6. Active Listening.
Trading goes back to the earliest settlements of our civilizations. It started with men and women who wanted to profit off from selling something that people on the other side of the mountain badly needed. That’s why if you want to excel in this industry, make sure to bring something over the mountain. Do things that bend the rules of nature and connect the world at your fingertips.