How Salesgenie CRM++ helps you manage your team as well as your boss!

1. 9:30AM on Tuesday:

Sales Manager1 (SM1) logs in to his desk.

Just so that we know, SM1 is a mid-level sales manager with a company selling to other businesses.

This is the organization chart of the business that he is part of.

Part view of the Sales Team

2. 9.35 AM: SM1 logs into Salesgenie CRM++ and sees the dashboard:

Sales Manager sees his daily funnel dashboard

Daily funnel dashboard for Sales Manager

Hmmmm, Sales exec12 seems to have lost a few deals last month; and he does not seem to have added many new deals in the funnel recently. Of course, his current month’s forecast seems very robust. Must check!

The current month forecast seems low; universally. Perhaps, I should call a meeting before my boss does!

3. 9:38AM: What is marketing doing? Not creating enough leads? Let us see!

Salesgenie CRM++ dashboard: Is marketing creating enough leads for Sales?

Is marketing creating enough opportunities?

Looks like marketing is not doing anything at all for Sales Exec2. But, Distributor112 is not doing enough to convert the leads created by marketing into closeable opportunities- 6 leads have been lying in his inbox without being followed up. Okay, pencill in a meeting with the marketing guys- and must also call the Distributor112 to demand action!

4. 9:42 AM: Let’s see if the forecasts made by SE12 are realistic!

Go to the “Deals List”, filter on SE12 and look at the forecast.

All forecasted deals for SE12 as seen by his manager

Based on this, is the forecast for the month realistic?

Does not look likely, does it? Most deals were created many months back and are still in early stages of qualification. Some deals do not even have a formal quotation with it.

Okay, schedule a review with the SE12; he is in big trouble, now!

5. 9:45 AM: Now for my review with boss: let’s review the reports HE will look at:

The deals forecast report broken down by executive

Deals forecast by executive - boss really wants to know!

Sales performance reports for detailed analysis

All the reports that help present team performance to boss!

6. 2.30PM: phew; managed to convince boss about the forecast commitment! Now back to the deals review!

Lets sort the deals list and see the ones we need to close this month to meet forecast. Also, filter out the deals that are hanging fire for too long.

Filtered deals list for Sales executive as seen by his manager

Filtered list of deals taking too long to close

7. 3:ooPM: Finally, let’s call on the customer that’s taking too long to decide.

Driving down to meet this customer that has been promising to buy for the last 4 months and making me lose face every month with boss. Let me go down myself with SE11 and see if there is something I can do to help.

All in all, a good day!

A day in the life of a Sales Manager using Salesgenie CRM++