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Accurate Report Card Drives Profit Up

I was always a good student.  I suppose it helped that I earned $2 for every “A” on my report card, but in truth, I really did like to see proof of my hard work.  My brother, on the other hand, didn’t give a whit about school, so on the day he brought home a report card with three F’s on it – he literally buried it in the backyard and said he lost it on the way home.  My mother told him to just ask the teacher for a copy, and let it go.  Just about the time the after-dinner dessert was being served the dog came in through the doggie door with the dirty report card dangling from his mouth, and presented it like it was a prized bone.  All these years later, I think my brother is still in time-out.

AnalyzeWhy is the Report Card So Important?

The truth is that without a report card; without accurate data to analyze, sales navigates wearing a blindfold.  That means lost revenue, wasted time and slower company growth.  There are two important things that data collection does to help increase revenue.

  • Collected data can be used to create reports that organize and summarize data, allowing for evaluation and enhancement of the sales process.
  • It provides statistics for sales analysis so that the data can be studied to gleam insight into improving business performance.

The Question Is

Do you sell yourself short by skipping activity documentation; do you bury the proof of your achievements, or do you do your part to help grow your company?

Common Reasons Documentation is often Skipped

  • The pressure to make more calls, have more conversations, and close more deals creates the urge to rush onto the next call, in lieu of taking time to document activity.
  • The documentation process is too complex and time consuming.

Yes, Time MattersTime

The fact is both of the common reasons documentation is sometimes skipped are valid concerns because time does matter, but so does the ability to have accurate statistics.

What if you could send a follow-up email; leave a voicemail; make yourself a note; schedule your Next Step – and have it all documented in icons on an Activity Timeline – in about a minute and a half?  Would it be worth it to you?  Would it be worth it to your company?  What would you have to have to accomplish that?

  • Simplified Process all on one page
  • Prepared Email Messages
  • Prepared Voicemail Scripts
  • Convenient Note Field
  • An Intuitive Calendar that efficiently schedules your Next Step
  • An automatically updating Activity Timeline that clearly shows what has already been done.

ShadeTree Technology’s Incite2 – a Salesforce add-on makes that and so much more possible.  Minimal mouse licks completes your tasks, and because everything you need is all on one efficient page you get to save time and increase revenue with a lot less work.

 

 

Deborah Elliott, a transplant from Northern California now calls Texas home. While she is currently part of the team at ShadeTree Technology, she holds a Masters in Special Education, and has to her credit a stint as editor of her city paper in the mid-1980’s. She built her writing career writing feature stories and a newspaper column entitled, “Matter of Opinion” that ran in both California and Mississippi. In 1987 she was recognized by the California Teachers Association for her contribution to education through journalism. Authoring the company newsletter for Raymus Land Development, a prestigious home builder in California’s Central Valley allowed her to take her writing endeavors down a new path. Elliott is also the author of multiple works of fiction that are currently available as electronic downloads on Amazon.
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