Tuesday, May 3, 2011

Sales Calendar


Does your sales calendar match the physical calendar? Does it match your service calendar and your business calendar too? Not sure what I mean?

It always seems the last couple days of the month for a salesperson are jammed. There are last minute deals to close, as well as making sure your pipeline is full and the commission is coming. If you are the owner of a small business it is even worse. You have to get billing out, and keep doing service too. If your service activity is up at the end of the month, what do you let slip? Sales, service, business, or invoicing?

You have an unenvied position. You can sacrifice, or delay, past, current, or future revenue. So having everything come due at the same time is not a good answer. I recommend you align your calendars. When do you have to do billing? Block that time out. When are you doing patch management? Block that time out. When can you do sales calls? Block that time out.

By scheduling all of your business activities on one calendar you will be able to see everything in one place. You will also be able to adjust your internal processes to the times of the month when you are less busy.