An Excel sales activity report template is the perfect way to put together a Sales Activity Report for your business. They can be used by any type of company to keep track of their sales.
A Sales Activity Report (SAR) is a sheet that is filled out by a salesperson who makes an appointment with a client to discuss the product or service and to view the price. This report is then mailed to the client or faxed to the client’s company.
One issue with these reports is that the client does not have the ability to examine the report until after it has been received. The client must still call the salesperson to see if the offer is acceptable. This is also why a salesperson is allowed to include contact information in the report.
An Excel sales activity report template makes this simple task much easier. A template is created by entering in information such as the name of the client, the time of day, name of the person that is receiving the call, and any other pertinent information about the call.
When you use a sales activity report template, you will find that the number of sales people that work on your business will be lessened. You will also find that this type of reporting makes sales much easier.
Because of this, it is best to use a sales activity report template. With an Excel template, you will find that you have more time to spend with your employees on more important tasks.
In addition, a sales activity report template is very easy to follow. All you need to do is enter in some basic information and then write down the results.
One of the biggest advantages of using a sales activity report template is that the information you need is already included. As such, you will find that the results are accurate.