Dear Friends, Please any one please supply a excel format for daily tracking of "Sales and Marketing staff". Also SOP of Sales and Marketing. Regards, PBS KUMAR
30th January 2013 From India, Hyderabad

Hi you can visit and post your requirement in turn you will be getting a tailor made file as per your specifications, or you can also post your requirement in reply to this posting or can call me on 9010352384, or can mail your requirements to
J Sri Ram
26th July 2013 From India, Hyderabad
The best way is CRM enablement <link updated to site home> . Excel remains quite manual. You need to change it time time and lots of links to be maintained between pages.
However enclosing a format for use of everybody. Its developed by us.
Happy to serve.
Sales Training Academy | Sales Courses Online | Advance Selling Skills Academy |E-learning
1st November 2013 From India, Mumbai
Attached Files
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File Type: xls Sales Staff Tracking.xls (20.5 KB, 1018 views)
Advance Selling Skills Academy
UK & India
Dear Sir,
I had read your article on Cite HR.
I request you to guide me in my professional career.
I am working as a HR Executive in TikiTar Industries (Baroda) Ltd.
It is manufacturing company of Bitumin.
I had appointed Marketing Executives in Bhubaneshwar and Odisha and other parts of India.
I want to take their follow up and wants to give them review of their performance.
Can you please provide me some excell sheet on which i can take their daily work follow up.
Your co operation in this regards will be highly appreciated.
Thanking you.
Parvez Saiyed
14th November 2013 From India, Vadodara
Hi Parvez,
You need to maintain multiple excel for maintenance of the data.
I hope you've gone through the excel posted by us earlier. You need to maintain one such excel for every location and build a master excel summing up those individual excel ( take the help of formula)....
Again, we would like to mention Salesforce CRM and other Sales Tracking software is there in the market to make your task easier.
Thanks & Regards
14th November 2013 From India, Mumbai
Advance Selling Skills Academy
UK & India
Dear PBS Kumar,
We have developed a web/mobile application to track sales staff from the field. Now they can do the reporting using their android mobile phones and the data reaches instantly to the company office on a web interface. Do let me know if you would like to pilot this in your company. I am also attaching a small presentation on this product called mSFM (Mobile Based Sales Force Management Solution).

6th March 2014 From India, New Delhi
Attached Files
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File Type: pdf mSFMInitialPresentation.pdf (762.9 KB, 127 views)
Rajesh Butta (MMS, BITS Pilani)

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