Sales Call Reports Templates Free

By | October 22, 2021

When a bell-ringer does a artefact advertisement blitz, it’s attenuate for them to adeptness out with chump views. In the case of Zoho’s Analytics 5.0 launch, they didn’t adeptness out with one – they accomplished out with two.

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After audition Premo Group’s angle on Zoho’s new BI platform, I got addition take, via a video babble with Marc Fishman of Alarm Centermost Sales Pro (CCSP).

I consistently like talking to Fishman, Director of Sales and Business at CCSP. Fishman takes a practitioner’s pride in optimizing his company’s sales after-effects – acclimation the animal ancillary of administration with the tech. But a few things accept afflicted back we talked ZohoOne at ZohoDay 2020.

Some of that is a accumulated adventure of altered brands and aggregation names – and acquisitions to bolster growth. Bottom line, as Fishman told me, they all cycle into the Alarm Centermost Sales Pro umbrella:

We accept a ancestors of earlier alarm centers that we accept back adopted into the fold… All that actuality affectionate of wraps up into Alarm Centermost Sales Pro, which is the parent.

CCSP provides a ambit of outsourced business operations services. They alarm their specialty as “boutique-quality answering casework to accommodated your altered needs.” Businesses about-face to CCSP as a way to abstain accepting absent by managing their own alarm centers. Outsourcing is generally perceived, aboriginal and foremost, as a cost-control exercise. However, I’d altercate “Focus on what you do best” is how to anticipate about this blazon of outsourcing.

Which brings us to Fishman. Why would a Director of Sales and Business be my acquaintance for a BI interview? Well, as Fishman admits, he is metrics-obsessed:

Everything I do is based on metrics. I still durably accept in the mantra of ‘no data, no decision.’ So aggregate we do has to be abstinent somehow, someway. The alone way I apperceive how to drive is to booty all of the data, bandy it into a dashboard, and use that to advice acquaint area we go and what we do.

And how does that construe to bigger business after-effects for CCSP? Fishman:

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When we accomplish decisions in the company, in agreement of vendors we appetite to assignment with agent onboarding, agent abundance – all of that has to run through analytics at some point; all of it has to be looked at and aggregate and combed over.

The accomplished point of active a alarm centermost in the aboriginal abode is attractive at the chain at all times, which is annihilation but a behemothic analytic engine. It shows callers in, alone bulk times and authority times, and all that blazon of stuff. I consistently agree it to the one kid in The Matrix, who looks at the screen. He’s like, ‘Yeah, you see that babe in the red dress?’ That’s Janet [our CEO] in advanced of her queue. She says it’s like accepting a TV 24 hours a day, wherever she happens to be. So I try to challenge that for the teams that I run.

Is Zoho Analytics the capital interface for all of this?

Yes, I’d say nine times out of ten… I accept a capital sales dashboard that we attending at already a anniversary as a team. It gives me a feel on the pulse. And again it’s aloof a bulk of me avaricious my action abutment tech, back I accept ten chargeless minutes, and saying, ‘Hey, I accept some new metrics I appetite to bandy in there.’

What would be an archetype of a new metric?

One of the things we started tracking central the CRM is the abundance of my sales aggregation associates individually, by a brace of altered standards. And accepting that up on a blueprint would be great, too.

Do Fishman’s aggregation associates admission Zoho Analytics dashboards also?

Yes. Most of my aggregation relies on me affairs it up back we’re on our Monday morning calls, but it’s all accessible to them. And the platform, internally to CCSP, is actuality acclimated by added than aloof me. One of our aggregation associates uses it to adviser cartage and completed tasks in Zoho Desk, and abundance of the chump annual team, which includes our programmers and a few added people.

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So back they ample out tickets, he’s attractive at a dashboard that he made… I apperceive that’s accustomed us to chargeless up resources, as they’re able to beating tickets out one at a time, again they can see back there’s activity to be ebbs and flows and say, ‘Hey, you can go about-face off and assignment over here,’ or ‘Go handle the queue, while so-and-so’s administration the abutting account.’

CCSP has been application Zoho Analytics back 2019. All the chief agents accept admission to it. But there’s endless of new functionality to blot in Zoho Analytics 5.0. Do any appearance jump out to Fishman? Number one, he says, is Zoho DataPrep. Zoho bills DataPrep as a standalone product, deeply chip to Zoho Analytics:

Zoho Analytics users can use Zoho DataPrep from aural Zoho Analytics seamlessly. This affiliation awfully improves the ETL (extract-transform-load) capabilities of Zoho Analytics, as you can connect, clean, transform and adorn abstracts from central Zoho Analytics itself.

But Fishman has article a bit altered in mind. He thinks Zoho DataPrep adeptness be the way to accommodate CCSP barter admission to their own dashboards:

Some of these new accoutrement that they’re versioning out with DataPrep, there’s the abeyant for us to axis and accomplish Zoho analytics become a abeyant customer-facing app – which would be advocate to what we’re trying, if I can cull it off.

Give us a bastard examination of that!

So they showed me the audience of what DataPrep is, and what it encapsulates. Anon back they said, ‘You can bung in about annihilation to it; you can acceptation and affix with APIs and whatnot.’ Well, all of our abstracts appropriate now for the alarm centermost ancillary is run through this proprietary app alleged Fusion. And I aloof asked the universe, so to speak, ‘Well, what happens if instead, we took all the tables, and aggregate that comes out of our alarm centermost data, and we fed that through DataPrep, and congenital its own analytic dashboard system?’

Then comes the super-intriguing part:

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If I had admission to the data, if I could cull that bottomward [into Zoho Analytics]. If I had that ability, and we could again actualize alone dashboards, and say, ‘Hey, booty the bigger customer’s data, cull that out, and put that in this dashboard, so that they accept admission to it.’ Because to be fair and honest, Fusion is not advised by designers. It’s functional, but it’s ugly. Zoho’s actually not ugly.

If it works well; if it’s responsive; if it’s quick to set up, we could accomplish that an added annual that we could action to audience of a assertive nature. A ‘John’s plumbing’ blazon aggregation adeptness not affliction about this alarm data. But I bet you a hospitalist accumulation that adeptness be alive with us for bristles or 10,000 annual a month, they actually would. While they do accept admission to accurate back-end systems, the added we could run through Zoho, the easier and bigger activity would be.

Given that Fishman lives by metrics, I capital to know: which metrics are his favorites? In abounding industries, old academy aggregate metrics accept accustomed way to altered types of KPIs. Fishman says he does clue email and alarm volume, but alone over the advance of the week. They brace that off adjoin the pipeline. They additionally accept a aplomb metric, on a calibration of 0 to 100 – annihilation over 80 is a accord they achievement to abutting that month. Fishman is consistently tracking the 80 accounts.

Fishman additionally puts the accomplished activity on top of his Zoho Analytics dashboard. He can anon see who is in conversation, which audience accept been quoted bendable numbers, and so on. He additionally advance advance cost, and sales by antecedent – to correlate/contrast with business spend. Fishman additionally looks at the age of leads, to bigger activity time to close.

To me, the catchy allotment of these metrics is authoritative abiding your teams feel empowered by them, and not micro-managed and over-supervised. Fishman accustomed one continued time agent struggled at aboriginal with the tracking, but he says the key actuality is to accomplish abiding the sales aggregation knows you’re a ability to advice them, not to basset them:

I’m actuality as a ability for them; I’m not Alec Baldwin from Glengarry Glen Ross. This is not ‘Always  be closing.’ Yeah, we apperceive this is a grind. So for me, all I charge is affidavit that the bullwork is happening. And that back things aren’t working, that we accept the accoutrement accessible to us to appraise area we can improve.

Fishman told me about a accomplished agent they assassin a year ago, who had never formed in a alarm centermost or sales. But for whatever reason, he wasn’t hitting the mark saleswise. After attractive at his numbers, the bulk of calls and emails were on track. But alert to the calls, Fishman ample out his new aggregation affiliate was hasty through his pitch. Already he slowed it up, the deals came in. Smart use of the accoutrement has paid off:

The aggregation absolutely appreciates the accoutrement that Zoho provides them now. They apparent the email bang apparatus central Zoho CRM. We got in the addiction on Friday afternoons, sending a ‘Have a abundant weekend’ to all the leads that we haven’t talked to in as abounding months. That consistently all-overs apart three or four or bristles bodies appear Monday morning that are like, ‘Yeah, I remember, you guys. Alarm centers? Yeah, we adeptness charge that now.’ Aloof accepting those tools, accepting the templates, actuality able to create? It’s adamantine not to love.

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