Management reporting

The information you need when you need it. 

Your job description says Manager, Director, or Vice President and defines your role as "setting the direction and leading the troops to victory".  Yet so often management talent is lost on solving today's issues.  You don't have the time or the data to answer critical questions like:

• Where are your top opportunities?

• Where is your sales team spending their time?

• Are they calling on the same old cronies, or are they banging on new doors?

• What opportunities are slipping through the cracks? 

• What's in your sales pipeline?

Tech.Sell can bring you the answers quickly with our management reporting tools.  Using the power of GoldMine or Salesnet, we help you build a system to capture key sales information. Your sales team enters basic call information in the field.  You or your staff call up a report to get an instant snap shot of field activity.

Examples of typical but valuable reports include:

• Sales Process Stage Report- Lists all accounts by rep and with current stage in sales process. Includes last call, next follow up date, interested in, and more.
• Project Stage Report- track where all accounts are in your production or follow up process.
• Changed Stage Report- Lists all changes in stage or status for any date range.
• Call/Activity Report- Lists all completed activities by customer for selected date range.
• Forecasted Sales Report- Reps enter a forecasted sale when proposal is generated.  Includes value, issues, close date and probability.  

In addition to the above, we create custom reports using Crystal Report Writer to extract data from virtually any data source. We put the information in a format that is easy to understand and act upon.

Please call for more information on how Tech.Sell can help you get back in front of your troops.