This is a simple daily sales report for sales and telesales team.
This sheet looks simple but effective in measuring the key parameters of the telesales teams. We have used this with many of our clients and find it to be very effective because of its simlicity. . GreatWorks wanted to bring this to the benefit of the business community.
How to use this – step by step
Step1: download and save the local copy
Step-2: Change the dates corresponding to the date & month you use
Step 3: Delete all the dummy data filled in the sheet. This is shown as an example.
Step-4: Change any parameters according to your organizational needs
Tips :
A piece of advice, don’t add too much of metrics and confuse the Tele- callers. The best practice is 5 to 7 metrics that are most critical to thier job that can lead to the result should be measured.
A Tele- caller should spend about 5 minutes maximum in filling the report,
The Target vs. Achievement metrics will come automatically
Step -5: Tele- callers should fill particular date metrics in the rows and ask them to share the screenshot
Telesales or inside sales is one of the most challenging and daunting work today, but this is the most effective way to reach the leads. However, Tele-caller feels the job is monotonous and there are a lot of rejections.
GreatWorks understand the problem of Tele- calling job and we are passionately working with Telesales /inside sales teams to make their life easier and deliver better results.
GreatWorks delivered results to the telesales team be it in the real estate industry or for the IT industry we have trained over 70 telecalls one to one.
Please do refer to the YouTube video series for how to be successful in telesales.
Reach us :
Hope this daily sales report for sales and telesales team is useful, if you need any additional training for your telesales /Inside Sales team please contact us at @+91 9841052321.
