Follow the sales activity every morning thanks to the daily activity e-mail
Every morning when you get to work, you need to prepare your day. You need to know what are the meetings you have, what are the calls you need to place and the e-mails you need to send out. You need to know what leads you need to manage and exactly what you need to do with each one of them.
As a manager, you need to know what happened the day before. You need to know how your team is working from one day to another, or from one week to another: how many new leads were WON, how many new leads entered the system, how many cancelled, how many are still alive and have evolved in the sales process. Thanks to the daily activity e-mail that no crm.io sends you, you don’t need to ask your salespeople to report the information. And, as a salesperson you simply need to read your daily e-mail to find out what you have to do that day. As a Manager, you will have all the information summed up, automatically, on a daily or weekly basis. We have designed the daily email to appear nicely on mobile phones, so it’s a great way to start off the day.