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The Watercooler
Company snitch....ahhh yes...
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<blockquote data-quote="Star*" data-source="post: 303918" data-attributes="member: 4964"><p>Good point. So I have created an excel work chart for them. It tracks the date, point of sale, contact, amount of sale, time of estimate, phone number of contact, miles out, miles back, and amount of time they spent total (estimate travel, estimate, and putting estimate together) and since they don't like to fill out my boring forms but delight in sending emails? I put it in a fillable excel email format that can be sent to the boss each week. </p><p> </p><p>Yippee. That way the boss can pull up last weeks sales calls and follow up on the forecast vs. sales sold, find out why they have not closed the sale and call the customer if he wants to. </p><p> </p><p>Golly. And I'm also creating an IN/OUT board for all sales reps with little magnets and dry erase spots to write the name of the estimate they are going to - then will write those down daily and compare them to the sales report and verify them with phone numbers. </p><p> </p><p>I do have enough to do - but I can reorganize almost anything I need to do then consult with my girlfriends who have colored pencils and pie charts to figure out the best way to organize everyone ELSES's day. <img src="/community/styles/default/xenforo/smilies/tongue.png" class="smilie" loading="lazy" alt=":tongue:" title="tongue :tongue:" data-shortname=":tongue:" /></p></blockquote><p></p>
[QUOTE="Star*, post: 303918, member: 4964"] Good point. So I have created an excel work chart for them. It tracks the date, point of sale, contact, amount of sale, time of estimate, phone number of contact, miles out, miles back, and amount of time they spent total (estimate travel, estimate, and putting estimate together) and since they don't like to fill out my boring forms but delight in sending emails? I put it in a fillable excel email format that can be sent to the boss each week. Yippee. That way the boss can pull up last weeks sales calls and follow up on the forecast vs. sales sold, find out why they have not closed the sale and call the customer if he wants to. Golly. And I'm also creating an IN/OUT board for all sales reps with little magnets and dry erase spots to write the name of the estimate they are going to - then will write those down daily and compare them to the sales report and verify them with phone numbers. I do have enough to do - but I can reorganize almost anything I need to do then consult with my girlfriends who have colored pencils and pie charts to figure out the best way to organize everyone ELSES's day. :raspberry-tounge: [/QUOTE]
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