Using the Power of Excel, you can track your Customer Follow Up for the initial PO to the Follow-up Phone Call. Just follow along in each field and watch the pertinent information automatically list on the second sheet to tell you how much you sold each month!
Sooner or later you will want to convert to the #1 Contact Management Program in America - ACT!, but until then, use this sheet to see when you have contacted folks and your next scheduled date to do so. Staple this in the Customer File on the left side, or have it as the top page, for a quick reference of who did what, when. Be sure and notate the next day you are to call in your DayRunner.
Are you still using a Paper System to track your Prospects instead of the #1 Contact Management Program in America - ACT!? Don't worry, until you do, here is our "low-tech" way of keeping track of folks you have cold-called. Use this in combination with the Sales Follow-up Sheet to keep track of who you called when!
You need a definitive plan to get from where you are to where you ultimately want to be. Not a wish: Increase Sales 15% but a plan that states: I will make 10 new sales calls this week! We have a free template to help you define your goals and create a plan! This template has helped us grow our business exponentially for the past 12 years - put it to work for you!
Which software is right for you? Remember, it's not about getting the latest and greatest software program - you have to have the hardware to support it! Check out this comparison to see what version would be right for you and your company.
