Reporting and Productivity Tools and How to Map and Improve Efficiency by Working from Home

Abstract

The project was to work with the sales team and find solutions to the issues that the company’s sales team was facing. In this report the problems of the company Sports365 regarding tracking and reporting of the sales team are identified and basis that a solution has been provided. There are several issues that a sales team faces on day to day basis, and these issues at the end affect their productivity, which at the end affects the company’s overall sales revenue. Sales team is the forefront of any company and it should be equipped with all the tools which help them to perform better. The problem statement for this report thus became to efficiently track and report sales team’s tasks and also suggest them ways to improve work from home capabilities. The objectives are to look for a proper process for the sales team, find tool which will be best suited for the team and lastly look for best practices that should be followed by sales reps while working from home. First the activities performed by the sales team are divided into certain sales processes and then industrial best practices and these processes have been used to look for the best tool for the job. Several tools were looked into but basis on certain parameters one was selected which is Pipedrive. Pipedrive has several features which will help the sales team to save time in administration work and thus help the sales team to spend more time in selling which will further increase the overall productivity of the team. In the second part of the report there are practices that a Sales person can follow in order to increase their efficiency or optimize their time while working from home. Finally, there are some learnings which were acquired by the whole internship program, some of them are improving sales pitch, Importance of CRM, etc.