Sales Planning - Lead Organizer Software

Sales Management we are talking here, we talked about Sales Planning in last post. We already talk Lead organizer, lead management, lead distribution etc. in old post.


Today we continue our talk on Sales Planning.

After setting sales goals, salespersons’ activities should be planned by regions, clients, channels, managers, products etc. Sales team leader or sales department head should choose volume and operational metrics to evaluate sales managers' effectiveness and to motivate them from achieved result.

While planning it is important to consider market potential and structure, company's strength and weaks, customer relations history, etc. that's why sales planning software must be able to store all sales-related information and allow a flexible searching, filtering, grouping and showing statistics (i.e. flexible customer, task and order forms, calculated fields, tables, schedules and charts).

It is a good practice to let sales managers describe how he or she will execute assigned sales tasks to check his or her motivation to get things done. So the software for sales planning should allow breaking a task down into to do items with possibility to set such parameters as time, resources and measured results. It enables tracking intermediate and final results, sales force effectiveness and sales plans accomplishment.

ref: Lead Management & Lead organizer Software, wikipedia