Calendars, planners, to-do lists. These are just a few of the tools we use to stay on top of our day-to-day activities. But how can you stay on top of your sales activities? With sales activity trackers.
A sales activity tracker is a tool that helps salespeople manage things like contacts, deals, and quotas more effectively. It supports sales teams in monitoring and analyzing all the moving parts of their sales process and, in turn, helps them to make better decisions.
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To create a culture where your sales talent actually wants to stick around, you need to implement unobtrusive tracking solutions where success and the process that produced it are both identifiable and repeatable.
In my role as the Head of Business Development for a rapidly growing SaaS company, no tool has been more important than the sales activity tracker. With our tracker, I manage sales contacts and quotas and monitor individual deals as they flow through the sales pipeline.
From a top-down view, the sales activity tracker should be designed to achieve measurable organizational sales goals. If the goal for Q3 is a 10% increase of $3MM in quarterly revenue, the sales team needs to produce an additional $300K in sales. By establishing an average deal size, sales leaders can determine how many deals need to close to achieve the organizational goal.
The value of that deal and the size of your sales team will inform how many dials need to be made per month, and the activity tracker will summarize the inputs from your individual contributors, the progression of deals through the stages of your pipeline, and the net new business that emerges as a result of both the individual and collective sales efforts over time.
More generally, a tracking tool, spreadsheet, or template makes it easy to have all the information you need to review in one place. You can then use these resources to quickly identify trends and any corrections needed in one-on-ones and team meetings to review performance.
Want to track your hit rate? Note the number of prospects who answered your calls, read your emails, or took a card if you went door-to-door. Then, track the volume of meetings you booked based on your outreach.
Aside from logging the number of meetings that took place, you can use a sales tracker to log the number of those meetings that had a positive outcome. The number of meetings booked highlights whether your prospecting and outreach are working. And the number of meetings leading to a positive outcome highlights whether your meetings require improvement.
If you're looking for more than just a template to work with, the HubSpot Sales Hub offers sales tracking software to better automate and streamline your sales process as prospects move through your pipeline.
In addition to Sales Hub software, your sales team can use free interactive dashboards to track sales activity using HubSpot CRM and Sales Hub. With this tool, you can track your pipeline using different metrics and manage the data for transparent deal forecasting.
Trello is a project management tool that you can customize to your needs. I personally find that it works great for tracking my sales outreach with clients. The Kanban-style board makes it easy to visualize outreach and stay on top of sales goals.
Please take a moment to consider if this thread is worth bumping.Recommended PostsDeja LetovPosted March 30, 2012Deja LetovResident 910Share Posted March 30, 2012 I own a couple of the popular sales systems but I've never implemented them due to the fact that I really don't sell via a "poster" or "Vendor". As a furniture maker, most of my sales happen from the items on display. Yes I have some vendors, with my "packaged" suites, but I get lots of individual items sales. I also have an outdoor area where people can buy fountains, cemetery items, etc. I'm not about to have boxes laying around in a cemetery to buy from. Part of why people shop with me I imagine is because they can envision what it will look like on their own sim and vendors would junk it up.
Anyway, these sales systems have the abilty to import Marketplace data and to use vendor scripts to track sales instantly via vendors. But is there really no way to track regular old in world "buy" rom a right click? I've asked if importing transaction history was an option and have met road blocks from everyone I've asked. Honestly, I find this odd because even people who use a ton of vendors in their place of business, they still have actual products set out for sale so are people just not tracking these sales?
Maybe I am confused here, which is often the case, but you should be able to download your SL transactions files (I think it downloads as a .cvs file) and open it up in say Excel (Open Office has a version that is free and open source) spreadsheet and manally track it that way. Any sales you make should show up in your SL transations. Although, you need to make sure you do this on a schedule since you are only able to access the transactions I believe for 90 day. You can do the same with MP transactions.
Ooops, just checked the Transactions history and it is 30 days not 90 days the transactions are held. So, definately would need to download monthly, maybe weekly depending on how often you do analysis
I have a very small business so what I do is DL my Transaction History from the main SL website as an .xls file and use it as my in-store tracker. Merchants who are good with Exel/spreadsheets have indicated they can manipulate the data in all kinds of ways from the transaction history. For me, it verifies what I sold on the MP and is my record of what I sold in-world.
Yup and I do that now, in fact I have 2 years worth of excel shets I downloaded from transaction history. But if I want to implement a lot of their cool features, such as a customer rewards system for example, I need to do more than just track them. I need to be able to get them into some sort of system, such as Caper of BSM. Right now, they allow import of Marketplace sales items it looks like but not in world sales. I just can't imagine I am the first person who has needed to import sales data into a system that didn't come from a vendor script.
I download the XLS file for the day, usually just after midnight SLT .. not because I have that many sales, but because I like having the day by day recap. I then paste that onto the end of a larger full year spreadsheet. The spreadsheet has a couple of macros I wrote that recognize business transactions vs. the personal stuff then copies just the business transactions to a second sheet and charts the daily sales amount. That way I can spot trends pretty rapidly.
From time to time I copy out the "new" transactions and import them into a MySQL table that contains all my SL transactions since I first came to SL, both business and personal. I also have a table that contains just the ANS transactions from MP. Then I have a MySQL query that combines the two tables, produces a third table and sorts it by product ID (including a translation lookup table that cross refs the product name sold with the product ID). I also have a variant of the query that removes from the query results anyone that has requested to be left out of product updates, advertising notices and miscellaneous notices.
So with a few quick keystrokes, I can get a complete list of everyone that's purchased one of my products, whether purchased on MP or in-world. I can then C&P just the section for a specific product and drop it into ArtiZan's PostMaster device and send out updates or important notices to customers of that product. (I did one to all of my SEO product customers when LL switched over to the new search engine, letting them know that the whole world was about to change. The responses I got were overwhelmingly grateful for letting them know.)
However I do sell in-world out of vendors, but since they're not scripted vendors (just sell from prim stuff), I use the SL Transactions as the source of my in-world sales info. The real magic happens in the MySQL query where I merge the two tables.
It's definitely rough, not meant for casual users, purely data and SQL geek fodder. But for what I need it to do, it's exactly perfect. (yet another reason I wrote it myself, it's exactly what I need it to be.)
That's about what I'm doing now, just my own personal SQL database of my transactions. It's nice because I can run anything I can possibly think of like who are my top customers, what are my top products based on price or qty sold. anything and everything. And mine is not based on vendors at all. It's 100% from transaction logs and MP ans. But that's where it ends. I don't have anything to do customer rewards. Anyway, I'm on the lookout, so we shall see what works for me. Thanks guys!
That's the kind of manipulations to which I referred earlier. Being a word-type person, number crunching makes my head hurt, but I would so love to learn how to do some of those types of things. I need a "SL Tracker for Dummies."
Yes but I meant a direct API from the LL transaction history that inserted into external SQL for the main SL transaction history, like ANS does for MP. Would be nice to have it there, then "buy" would be easy to log externally.
Just to address one assumption here, there's nothing to stop you putting a script (+boxed copy) in an item rezzed for sale to turn it into a vendor to do whatever you want. And if you wanted to use a vendor system like BSM that has a rewards program, you could find ways to use that with rezzed objects.
Depending how it's scripted, you could (a) just drag the vendor scripts into your rezzed item, or, if the vendor script does something you don't want, like automatically apply a texture, and you can't find a way to hide that on an insignificant prim, you could (b) rez the vendor, make it invisible and link it (as root) to your rezzed item, to turn the whole thing into a vendor without affecting its outward appearance. 152ee80cbc
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