How to organize sales history?
Posted: Tue Jan 21, 2025 9:24 am
Organizing your sales history efficiently is essential to obtain the benefits of more strategic sales management .
For inspiration, check out best practices to ensure data is always ready to generate valuable insights.
Always update the data
It is essential to ensure that information is recorded in real time and is constantly updated. Outdated data can compromise analysis and decision-making.
Centralize information in CRM tools
Using CRM tools, such as Agendor, makes dj email list it easier to centralize data in a single place, which provides quick and easy access to sales histories, interactions and customer status.
To get an idea, see below how the commercial history works in Agendor CRM .
sales history
Categorize data appropriately
To make analysis easier, categorize information according to the type of sale, funnel stage, and customer behavior. This organization makes it easier to identify patterns and create more personalized strategies.
Use sales reports for performance analysis
CRM tools like Agendor generate automated and comprehensive reports that help you analyze team performance and sales progress.
With the reports in hand, you can evaluate what works (or doesn’t) and adjust your actions to maximize results.
Read also: The main types of sales automation for B2B businesses
Key metrics and sales data from business history
Analyzing history involves tracking sales reports and key metrics to understand strengths and identify opportunities for improvement.
However, to make the correct assessment, you must monitor data that makes sense with your business strategy, such as:
sales volume: measures the total amount of sales made in a period. This metric helps to understand the team's conversion capacity;
sales cycle : means the average time between the first contact with the customer and the closing of the sale. This metric can identify bottlenecks in the sales process and help optimize salespeople's time;
average ticket: this is the average value of purchases made by customers. Monitoring the average ticket allows you to target actions to increase this value, such as using cross-selling and up-selling strategies ;
Conversion rate: represents the percentage of leads converted into sales. This rate reveals the effectiveness of the team and the quality of the sales funnel.
For inspiration, check out best practices to ensure data is always ready to generate valuable insights.
Always update the data
It is essential to ensure that information is recorded in real time and is constantly updated. Outdated data can compromise analysis and decision-making.
Centralize information in CRM tools
Using CRM tools, such as Agendor, makes dj email list it easier to centralize data in a single place, which provides quick and easy access to sales histories, interactions and customer status.
To get an idea, see below how the commercial history works in Agendor CRM .
sales history
Categorize data appropriately
To make analysis easier, categorize information according to the type of sale, funnel stage, and customer behavior. This organization makes it easier to identify patterns and create more personalized strategies.
Use sales reports for performance analysis
CRM tools like Agendor generate automated and comprehensive reports that help you analyze team performance and sales progress.
With the reports in hand, you can evaluate what works (or doesn’t) and adjust your actions to maximize results.
Read also: The main types of sales automation for B2B businesses
Key metrics and sales data from business history
Analyzing history involves tracking sales reports and key metrics to understand strengths and identify opportunities for improvement.
However, to make the correct assessment, you must monitor data that makes sense with your business strategy, such as:
sales volume: measures the total amount of sales made in a period. This metric helps to understand the team's conversion capacity;
sales cycle : means the average time between the first contact with the customer and the closing of the sale. This metric can identify bottlenecks in the sales process and help optimize salespeople's time;
average ticket: this is the average value of purchases made by customers. Monitoring the average ticket allows you to target actions to increase this value, such as using cross-selling and up-selling strategies ;
Conversion rate: represents the percentage of leads converted into sales. This rate reveals the effectiveness of the team and the quality of the sales funnel.