A reader writes, "A few years ago I
started using Salesforce.com to create sales
reports, which I review with my sales
representatives
one-on-one and at staff meetings. These
reports have significantly increased my
effectiveness as a manager and improved the
rep's productivity. Lately, I feel bored as
I go over the reports and I think the
salespeople feel the same way. Should I
create new
reports?"
This can happen. No matter how effective the
sales reports, going over the same information in
the same way for a period of time can start
to feel stale and uninteresting. Don't give
up on your
standard reports, though. Anyone managing
salespeople needs to have a suite of reports
that they review consistently (productivity,
sales forecast, etc.). These reports keep
the reps focused and accountable and keep you
informed. What you can do is mix things up
once in a while. Create some new and
inventive reports to keep everyone interested
and challenged.
Sales by Product
If your company sells many different
products, run a report for each sales
representative showing them how much they
sell of each product. The information always
surprises reps and managers alike. Sure, the
salespeople might know what their 1 or 2
top-selling products are, but if you dig a
little deeper there is a
great deal to be learned.
The first time I ran a report like this for a
sales staff, I wasn't sure how they would
react. I handed it out and I don't think
anyone looked up or
spoke for a good 5 minutes. They were
completely intrigued with the information.
When they finally began
speaking I heard a lot of "No way!" "I sell
more of this than that!" "I thought that was
my #1 seller, not this." Every single one of
them took away something from that report
that made them a more effective
salesperson.
Sales by Product by Rep
Next, create a report that compares each
rep's sales of a particular product to the
other sales representatives on staff. Analyze
the report to spot trends and inconsistencies.
Product
#1
|
| |
Rep A
|
Rep B
|
Rep C
|
Rep D
|
| Units |
43 |
20 |
50 |
40 |
In this report, reps A, C, and D sell a
similar amount of Product #1. But what's
going on with Rep B? Her sales of product
#1are far behind those of the other
salespeople. Why? Is there no market for
Product #1 in her territory? Is her product
knowledge weak? What is Rep C doing that
puts him at the top of the chart? How is
that different from what Rep B is doing?
Start a dialogue and find out.
Sales by Industry
If your organization sells just one or two
products to several different industries, run
a report that shows how many sales each
salesperson has made by industry.
Sales to
Hotels
|
| |
Rep A
|
Rep B
|
Rep C
|
Rep D
|
| Units |
20 |
40 |
85 |
8 |
This chart tells a different story. Rep C has
sales in the Hotel industry that are double
those of her nearest co-worker. Are there
more hotels in her territory? Does she have
better industry contacts? Is it just luck?
A more compelling value statement? As a sales
manager I would want to know what Rep C rep
was doing so that the information could be
shared with the entire sales staff.
Sales by Product or Sales by Industry reports
highlight top-performing sales reps. They
can also expose weaknesses in the sales
organization. More than anything else,
though, these reports promote discussion and
debate, which can lead to the sharing of best
practices and additional sales training. By
creating and reviewing these new reports with
your staff, the "same old same old" feeling
you were experiencing will be a thing of the
past.
In this newsletter I have focused on Product
and Industry reports. In next month's issue,
I will discuss creating new and different
reports that focus on the sales
representative's time and territory management.