Shulou(Shulou.com)11/24 Report--

A small step in improving the user experience and a big step in improving management efficiency.

If you are a salesperson, you may encounter the following situations in the process of filling out a work report:

Do not know how to write the work report, reduced to the daily work of the ledger; in addition to the work report, the key indicators also have to make separate reports, time-consuming and laborious.

If you are in charge of sales, you may be experiencing the following in the process of reading daily and weekly newspapers:

The work report submitted by the sales staff is not focused and the content is not perfect; even with the report, there is still no visual insight into the progress of important indicators and goals, and tedious meeting communication is still needed.

The poor user experience of the work report lowers the productivity of sales and sales leaders. Recently, Sale CRM has made a comprehensive upgrade to the work report, optimizing the user experience from many angles, so that the sales staff can quickly write a full-mark report with clear ideas, clear data and more details!

1 / report content upgrade, core information clear at a glance

The new ● work report has a preset report template for different roles, including key indicators and data (such as payback, pipeline progress, customer visits, etc.). Sales leaders understand the completion of important indicators through the report, without the need for multiple fragmented communication. Sales staff, on the other hand, continue to focus on the core indicators and lock on the main points of the task by filling in the report. In addition, the report template is optimized in layout and font to make the key information more eye-catching and the review experience closer.

The new version of ● work report realizes convenient search and insertion of clues, business opportunities and customers through the "#" button. When reviewers want to know about customer follow-up, they can click to browse without having to search separately, thus improving the efficiency of marking.

The new work report has a new upgrade to the content, and the key information is clear at a glance.

2 / add data Kanban to show important data intuitively

● 's new work report introduces the data Kanban function, which visually shows the sales staff's data from leads to transactions, while comparing the data changes compared with last week. Through the data Kanban, the sales person can quickly gain insight into the changes in key indicators and help to guide the sales staff accurately.

● data Kanban supports data drilling, which new customers have been opened up in sales, and which sales opportunities need to be focused on? Can be clearly understood in the work report.

Data Kanban is added to the work report to support data drilldown.

3 / web end split screen + sort filter to improve the ease of reading

The Web side of the new version of the ● work report upgrades the original list mode to split-screen mode. Click the corresponding work report on the left side to review the corresponding report content. There is no need to return to the list and open it again, which improves the speed of report review.

New sorting and filtering functions have been added to the ● report list, which allows reviewers to flexibly filter and review according to the report type, date, status and other criteria, adding more flexibility to the workflow.

4 / comment + review to help the team work together efficiently

● has added a comment function to the work report, so that departmental colleagues and project partners can interact with each other through the comment area, and can also upload pictures and files such as invoices and contracts to improve collaboration efficiency.

● 's new work report provides a "review" function for reviewers. Unlike ordinary comments, review suggestions are automatically placed at the top to ensure that the salesperson can view them the first time. During the review process, the sales person in charge can even grade the work of the salesperson, thus stimulating the enthusiasm of the team.

Colleagues and partners in the department can improve the efficiency of collaboration through comments.

Review the suggestions and give priority to display, and the sales can be consulted as soon as possible.

Every small step in the improvement of work report experience, and communication constitutes a big step in improving management efficiency. Sales Yi hopes to build the work report into a right-hand man who can empower the sales team and improve the efficiency of management, so that every sales staff can continue to grow in a more high-quality work experience, so that every manager can have a more accurate insight into the dynamics of the team and lead the team towards higher goals.

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