In the last few years, Sales Call Tracking Spreadsheets have become increasingly popular. One of the main benefits of Sales Call Tracking Spreadsheets is that they allow you to create a report for all of your sales calls and then compile them into one document so that you can easily search and sort by sales calls, customers, etc. In this article I will discuss some tips on how to create a Sales Call Tracking Spreadsheet.
Sales Call Tracking Spreadsheets should be taken on their own and are useful for the follow-up questions after a sales appointment has ended, the result of a sales call or for review at any other time that would be beneficial to you or your sales team. Therefore, the following steps are important in creating a Sales Call Tracking Spreadsheet.
Before you start creating your Sales Call Tracking Spreadsheet, you need to establish the purpose of the spreadsheet. By doing this you will have a better understanding of what will go into the report. In addition, you will be able to specify which data you would like to show and hide in your sales call tracking spreadsheet.
One important aspect of creating a Sales Call Tracking Spreadsheet is to ensure that you keep your data in separate columns. This is essential because the information within your Sales Call Tracking Spreadsheet will not be consistent. Therefore, it is important to group your data together and ensure that you document all of your sales call information with columns and headings. This way when you try to move your data around from one area to another, it will be clear where you should be moving your data.
The next aspect of creating a Sales Call Tracking Spreadsheet is ensuring that you keep your sales call information organized. It is best to use spreadsheets for the organization because they are easier to read and understand. You may wish to create a separate tab for your sales call information and then group it appropriately into tabs.
After you have sorted your data, now you will need to create a column for each individual sales call. Each column in your Sales Call Tracking Spreadsheet should have a heading describing the call and the sales order number of the call.
The next step to create a Sales Call Tracking Spreadsheet is to take note of the date and time that each sales call took place. This allows you to then write down the sales order details so that you can match them up with the sales call information that you created earlier. Finally, you will need to include a column where you will enter the contact number of the person who placed the order.
Creating a Sales Call Tracking Spreadsheet can be a daunting task but with the right system, it can be made much easier. In my next post, I will provide you with some helpful tips on how to create a Sales Call Tracking Spreadsheet.