So let’s get to work
Collect as much data as you can, but how? Use data analysis tools with your Sales CRM and sales methodology. Then identify the relevant data or metrics to perform the analysis.
In this step, remember to be clear about the audience for which the report is addressed, what their role is and what their needs are.
If you do not yet have a sales CRM
don’t worry, activate a free account in RD CRM.
If, on the other hand, your case is that you cannot find the best methodology for managing your Team and commercial efforts, use our free course with the PEACE methodology:
rd-station-peace-sales-course
Tip : The story you are going to tell in the report should be physician database very short, but substantial, try to tell what happened in that period of time, what were the lessons learned and close with an idea that the audience to whom you are presenting the report will identify with.
What are you going to measure?
For example, if you have a social media ad campaign, it would be ideal to measure how many people saw the ad, the number of clicks on the call to action, and what the conversion actions are: how many leads were collected.
By tracking this data you can begin to create the sales report, where you will know what you are going to measure and which will be your reference parameter.
Often there has to be a comparison, this can be done with tables or graphs.
We recommend using techniques to understand data and its how does whatsapp business work? metrics. For example, EDA (Exploratory Data Analysis or the Who, What, and How) by John W. Tukey , a statistics professor.
It consists of examining the data before any statistical technique and visualizing the data.
At this point, the Blog: Sales Metrics: types, importance and the main ones to follow can be very useful .
Why not tell a story with data?
Every story has a context, how it develops and then the closure, the ending.
Graphics can help engage customers in a simple and alb directory easy-to-implement way. Make sure the images are clean, that is, well organized (by category) and understandable. Don’t forget to keep them in chronological order.
Some metrics you can use:
-OKRS quantifiable measurement, such as percentages and scales from 0 to 5.