Keep track on the Pre Sales Activities before closing a sale

Keep track on how hard you work to close a Sales.

Assigned Activity Points to ensure sufficient activities are done per day/week/month.

Know the number of Pre Sales Activities:

1) Telephone Calls

2) Appointments

3) Direct Face to Face Approach

4) Sales Presentations

5) Number of Cash Sales Cases

6) Number of Direct Debit Sales Cases

7) Number of EPF Sales Cases

8) Referrals Leads

9) New Leads

10) Servicing of Clients

11) Attend Trainings

Know how effective your activities. Calculate:

1) Appointments to Telephone Calls ratio

2) Total Sales Cases to Sales Presentations ratio

Track on Daily, Weekly or Monthly basis and get a Total Summary of the Activities and Ratios. Calculate total Sales Amount per session.

A summary page is shown to calculate total points, activities and total Dollar value.

You are able to modify the activities list to suit your sales process.

Download the records into a text file which can be imported into Microsoft Excel for consolidation from various sessions and Sales Persons.