Structure the team
Set up who reports to whom, and the app follows it.
- Members, groups and reporting lines
- Self, Team and Admin views on every list
- Custom roles, enforced on the server
Sales teams
Sales team management software that shows who did what
Give each person their own desk, give managers their team, and see response times and missed follow-ups by name.
Sales team management software helps a manager assign work, see what each person has done and spot what is being missed. Here, reporting lines decide who sees whose work, and every attempt is recorded against the person who made it.
See performance
The figures come from the work itself, so nobody has to compile them.
- Employee comparison on the dashboard
- Lead response time and follow-up adherence
- Missed follow-ups, named and countable
- Activity by day and by hour, and capacity
Keep a clear record
When someone leaves or a customer complains, the answer is on the record.
- A timeline of who changed what, and when
- Calls logged with talk time and recordings
- Sign a device out, or block it, from the member’s own page
Questions
Sales team management software: common questions
Can a manager see only their own team?
Yes. The Team view shows a person’s own records plus those of everyone who reports to them, and the server enforces it.
How do I track sales team performance?
The dashboard compares employees and sources, and Reports shows response time, follow-up adherence, delays and missed follow-ups for any period.
Do reps have to fill in reports?
No. Attempts are logged as they are made, so the figures come from the work already being done.
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