Managing Team Activity

The key to strong sales leadership is strong accountability.

A manager who checks their team’s activity daily can ensure they manage performance proactively and can step in when expectations are not met, or support is required.

Below are some best practices for managing your sales team activity.

Review daily activity

On the home screen of SalesDesk, there is a daily activity chart which reflects the actions taken by your sales staff.

By quickly checking this snapshot daily you can see how much activity has been completed by your team.

Be sure to specifically look at the number of completed actions which reflect the number of leads they directly engaged with.

By clicking on the report button you can see a more detailed summary of all the follow-up activity.

In the actions section of SalesDesk, there are two distinct sections:

Upcoming actions - This represents all actions due over the next 3 days (including the current day).

Overdue actions - This represents all actions past their due date.

Be sure to keep an eye on overdue actions as often staff only focus on upcoming actions and forget about any actions that have passed their due date.

Ideally, your overdue actions should be kept to a minimum which means your team is keeping pace with completing the actions assigned to them. 

By checking the two reports outlined above each day you can ensure your sales team are conducting the sales activity that will lead to better sales conversion and revenue growth.