A Case Study on Using Restyaboard to Manage Your Sales Department CounterThe function of a sales department consists in engaging a series of process and activities that promote the client’s engagement in a service, or the customer purchase of a product.
This department competencies round from promoting, marketing and selling products to designing every tool or aspect needed to perform and improve the mentioned competencies.
More specifically, when we speak about selling, is usual to have a counter on the team’s development and success.
In this article, we are going to teach you how to A Case Study on Using Restyaboard to Manage Your Sales Department Counter.
Restyaboard is an online/downloadable app based on the canvas model for organizing your process, it works by organizing activities in lists (More about that later), and you can use it to organize almost everything. This app also offers a calendar that can be used to keep track of your dates, deadlines, and events.
You can program Restyaboard to remind you of your of the event and sell deadlines too, so you can keep good track of your department development.
- You can manage your board and
calendar in one app.
- If offline, you can make modifications
and they will update once you get
- Shares information directly with your
teamwork if you are not alone.
- Can turn on and off desktop
Using Restyaboard to manage your sales department is easy, the system consists in the creation of as many boards as you want, that can be used to arrange activities, organize the process, lists of errands and almost any use you can think of when it comes to getting things done.
Which are the columns in which you will organize your content, most of the time they represent parts of the process like the status in which the movable part of the process will be according to what you have done.
When using Restyaboard you will encounter two main elements:
Cards are going to contain all information about the activity, or item that can move along the steps of your process (the lists). Cards can contain dates, tags, pictures, files and comments, so they have all you need to organize any sort of activity.
Now that you know the basics, we recommend you to create a board that contains the events, to-do tasks, and one column for each salesman in your department so that you can keep a good count of their numbers.
As we stated before, when using Restyaboard to manage your sales department counter is recommended that your board contains two types of lists:
Creating the Board
These cards may contain everything your sales team has to know about special sales or offers you are providing to your customers, you can use the comments to add the list of conditions for every offer. You should also create a tag for the offer, so when a salesman makes a point with this promo/offer it is identified in our second kind of column. And of course, add the respective event dates on your card, so all information is well distributed.
Keep track of your team’s mobility when it comes to working in high movement dates, this way they will always be informed of what is coming towards them. You should put a date on these cards, but also is recommended to create a tag, so you can check your team sales corresponding to this special times when checking your board.
It is really important for the sales team to know how much time they have got to accomplish their weekly or monthly goals, so yes, this is where you can notify them and they will always see on their board about when they have to do those extra sales before losing up a bonus.
When finished, your board should look like the example below (But, with more sales we hope):