A 51kb, Excel-based file download is all that stands between you and a solution to more easily and objectively evaluate and report on the top prospects in your sales pipeline. Immediately useful for a sales team involved in new business generation in any industry, this thing is simple, yet awesome.
Not CRM software, not a contact manager, you simply enter new prospects into one tab of the spreadsheet, adding the completion date for each step in the sales process. The system automatically calculates total days in the sales process and days to close (once you’ve closed them). Another tab shows a report summarizing where you stand with each of these prospects which can be turned in to your sales manager.
It also allows the sales professional to select from one of three “likelihood” gauges–Top 1/3, Middle 1/3, and Bottom 1/3 (definitions included in the instructions)–as well as adding a summary or overview of the deal.
We call it the Prospect Management Report. Sales managers and executives will love it. It’s available for free when you register here at Salesteamtools.com.
If you need a more advanced system but don’t need to take on Salesforce.com, I’ve got another recommendation coming soon for you…
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July 1st, 2006 → 7:12 am
Tool: “Prospect Management Reporting”
I love it when i can find solid tools to simplify my daily routine, and I love it even more when those tools are free! So it’s time to link you out to SalesTeamTools.com for downloading a simple Excel spreadsheet to help you in keeping a good a…
December 1st, 2007 → 11:27 pm
[...] (your offer), glean benefits from features, manage prospects more successfully (version 2.0 of our Prospect Management Report), track your effectiveness on the phone, plan your sales week quickly and productively, and more. [...]