Ah, sales reporting… a vast subject if ever there was one. Jean-Pierre (if you are a loyal reader of the blog, you know that I often talk about him) is a born salesperson. With his almost 30 years in the company, he has known after the arrival of the fax and the Minitel, the Tatoo (or TamTam), the Motorola StarTAC on his belt, the CRM, and finally the Smartphone and now the Sales Automation and AI tools, which replace his most time-consuming tasks: sending an email to Maryse in sales to say that
america cell phone number list so-and-so has not yet validated the purchase order, calling Alain in logistics to make sure that the product is in stock, informing the customer in real time of the status of their order, delivery or after-sales service.
Yes, but Jean-Pierre, who naturally masters sales techniques and commercial skills like no one else, still has to deal with his commercial reporting for his N+1, N+2 and others (CFO/DAF, marketing, after-sales service, etc.).
Oh, I assure you, it's been a long time since he filled out the Rolodex or Cardex. Besides, he doesn't always know what it's for and sometimes thinks it's a waste of time.
However, this excellent salesperson could take advantage of this to analyze his performance and improve further: sales activity (calls, meetings, test requests, etc.), margin/customer/sector, conversion rate, sales forecasts and so on.
In this article, we explain the key points of commercial reporting in 2024.