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Dont get left in the dark - find out what your sales team are up to

What is my sales team doing?

This article seeks to discuss the age-old problem of being the sales team manager and not knowing where your team is today and what they’re doing. If you currently have this dilemma then you’ll love BuddyCRM and its sales team calendar feature, team activities overview on the dashboard, and the incredibly powerful reporting facilities on our Manager screen.

No more being a mushroom sales team manager – you don’t have to sit in the dark and be fed horse manure. Now you can find out exactly what your team is doing, who they’re seeing and where they’re going. As your team make calls, send emails and set appointments in their BuddyCRM accounts, you’ll have access to an overview of all their activity. From BuddyCRM’s customisable dashboard, you can instantly check your own, your colleagues and your team’s diaries. Check what appointments and scheduled activities have been missed in the ‘lapsed’ and ‘missed’ sections, see how ‘busy’ team members are and collect statistics that can be used in your regular team meetings.

BuddyCRM dashboard detailing field sales team activities for today

Our ‘Manager’ section has configurable reports on any aspect of a sales teams diary along with the default calendar timeline view (below pictured).

BuddyCRM's manager dashboard screen shows your team activities in a calendar timeline view

You can tally sales activity information against your sales process too. So if over time you know that every 10 appointments your team will gain one sale, you can check to make sure the team are keeping to their targeted number of appointments. The image below shows a variety of activity based kpis that can be measured and used in team meetings to show how activity leads to results.

Manager screen from BuddyCRM showing activity across a range of key performance indicators based on activity

So no more sitting in the dark waiting for results to come in, now you can have an always up-to-date view on the sales activity of your team. What are you waiting for? Give us a ring today to get a Buddy you can rely on.

Buddy CRM is the online sales customer relationship software for sales teams of 5 or more. Cloud hosted, you can access your customer records and sales data wherever you are through a browser, tablet or phone. Lots of lovely charts, tables, pipelines and kpis for management. History, scheduling, and opportunities for the sales team. With a Buddy to help you with your selling, you'll never be alone on the road again.
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