Doug,
FYI, I scored the last 30 days of sales phone calls:
- Did they get Name and phone number?
- Did they put that into CRM?
- Did they ask for an appointment?
- Did they get the appointment?
- Did the appointment show?
- Was there a sale?
From this list, I found:
68% of calls got name and number, of those calls, only 54% went into CRM (akkkk!!)
Only 33% of calls were asked for an appointment and 23% made an appointment.
Then I wanted to drill into the list and see "who are my heros and who are my zeros?"
First thing I found is 50% of ALL sales calls are being taken by 20% of the reps in each store. This makes the stores phone performance VERY dependent on the most aggressive reps.
Second thing I found was that ALL reps needed to be hounded to log phone ups into CRM.
Third thing I found was reps have holes in select parts of their processes. So need a little bit of work, other reps need a major overhaul.
Some reps are "clerk-like" and help the shopper get answers, but are shy about getting contact info and asking for appts (yet they have excellent closing ratios). Some reps are just awful, fumble around and get lucky.
IMO, coach the reps that need a little work and put the god-awful reps on probation (I'm doing this same drill down process with emails)