Weekly & Monthly Reporting to Sr. Management
Communication around specific agreed upon goals is critical for salesforce development, as well as resource allocation.
Again, as the number of our company suggests, we have found that too many business leaders keep sales and marketing at arms length; migrating to the areas of the business that are easier to "control".
TYPICAL REPORTING SESSION
- Review of each person's accomplishments to date as it pertains to Efforts, Conversions and Sales Results
- Review of trends and actual performance against agreed upon goals
- Analysis and evaluation of the sales pipeline
- Plan or course of action for overcoming any missed goals
- Lead Generation outcomes
- Business development opportunities not being currently leveraged
- Market alerts
- System and process enhancements needed to achieve goals