Sales reps often thrive in a competitive atmosphere. Whether you’re pushing yourself to meet your own goals, or competing against other reps for top billing, the thrill of each sale increases as you see your sales numbers increase.
So, how easy is it to track down your sales vitals? Or, to loosely paraphrase a famous lollipop-slinging cartoon owl, “How many clicks does it take to get to the dashboard of your ad sales CRM?“
What’s On Your Dashboard?
Dashboards are vital when it comes to ad sales data—and we’re not talking about the compass stuck to your uncle’s ’84 Cutlass here. We’re talking software—but the idea is the same. Your numbers—quarterly, by product, recently closed contracts, etc.—should always be within view as you work toward your goal.
Regardless of the products you sell—event sponsorships, magazine ads, programmatic, outdoor/out-of-home placements—your reps should know where they stand.
5 Questions to Evaluate Your Access to Ad Sales Data
Reps – take a look at your current CRMs “home” screen or dashboard, and ask yourself the following five questions:
- Are my goals displayed in an easy-to-read way?
- Can I drag-and-drop data where I want to see it?
- Is my sales dashboard accessible on mobile and tablet browsers?
- Do I have one-click access to reports affecting my sales and/or department?
- Is it easy to see daily reminders, follow-ups, emails, and calls?
If your current CRM has you clicking around to find the data you need, it may be time to reevaluate the software you use to sell your advertising.
Increase Your Ad Sales Efficiency
At Ad Sales Genius, we build software that handles thousands of different types of advertising sales. Whether you manage a magazine, a sponsored event, or outdoor/out-of-home placements, we’re here to help you sell, produce, deliver, and invoice better.
Ad Sales Genius is much more than a standard CRM, and we want to show you just how much farther you can take your business. Schedule a personalized demo of our software today. Just fill out the form below to get started!