Sales Team Management

Customer Profile

Managing a team can be difficult, but monitoring their progress is tougher. It is hard to provide and assistance to your members if you cannot pin-point the members that need them. Especially when it comes to sales or any customer facing activities, speed and due-diligence need to be maximised.

Challenges

Running a sales team comprising of 10 sales people and 10 inside-sales personnel can be overwhelming. In this case, the client was looking for a cost-effective ad-hoc implementation of a dashboard to easily track the performance of their sales campaign and provided asisstance where necessary. The challanges can be summarised as follows:

Provide a data entry system that is easy to use and minimalistic so as to not distract the employees with other requirements
Data needs to be streamed in real-time, the second the users input information, the management team must be able to view the outcome
Accessible anytime and anywhere, while being fully secure to the world wide web
Cost Efficient Server provision for the web and app servers
User access management needs to be implemented, where only the right people can view the right information

Solutions

Seeing that it was an ad-hoc implementation of a solution which needs to be immediate and low-cost, we deployed a dashboard using Google Sheets integrated with Microsoft SQL. This allows for an instant and cheap solution to allow the Sales Manager to monitor performance of a sales campaign in real-time.

Information can also be shared with the marketing team to evaluate the effectiveness of individual marketing campaign by calculating the ratio of lead-to-close KPIs. It was a win-win situation for all departments involved!