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Monday, March 14 2022
Payroll Sales Leaders: Why You Need A Payroll Proposal Tracking Report

Payroll Sales Leaders: Why You
Need A
Payroll Proposal Tracking Report In Excel

By Glenn Fallavollita, President - Drip Marketing, Inc.

  • Word Count: 139
  • Read Time: 33 Seconds

If you are the sales leader for your payroll service, you need to track the status of every proposal on a daily/weekly basis. And if you are boohooing the idea of tracking your proposals in Excel, I challenge you to call me and tell me why!

Column Titles To Use:

  • Lead Type (i.e., self-generated lead, in-house lead, referral partner referral, or client referral). 
  • Company Name
  • Contact Name/Title
  • Executive Follow-Up Call (this is a call made by the owner/sales leader thanking the prospect for the opportunity to earn their business).
  • Date Of Proposal
  • Sunset Date Of Proposal (if a lead hits this date, it automatically gets moved to the loss column). 
  • Current Payroll Service
  • Discount Given
  • Product(s) Presented
  • High Probability Close
  • Low Probability Close
  • High Probability Win
  • Low Probability Win
  • High Probability Lost
  • Low Probability Lost

Other Items To Track:

  • Overall Proposal Close Rate
  • In-House Sales Lead Proposal Close Rate
  • Self-Generated Lead Proposal Close Rate
  • Referral Partner Lead Proposal Close Rate

Remember, you can't manage what you don't measure! Therefore, if you are not measuring the success of your sales team's proposal success rate, you are not managing them correctly. 

About The Author:

Glenn Fallavollita is a nationally recognized keynote speaker providing money-making advice to help payroll service owners, sales pros, and marketing gurus build more profitable relationships with their database of prospects, referral partners, and clients.

Additionally, Glenn is the president of and Drip Marketing, Inc. and has written 50+ whitepapers and three sales/self-marketing books, Supercharge Your Payroll Sales NOW!Stop Whining AND Start Selling, and Drip Marketing: A Powerful New Marketing Strategy That Gets Prospects To Buy From You. He also writes blogs for LinkedIn and other national websites.

© Drip Marketing, Inc.  All Rights Reserved May Not Be Used Without Written Permission.

Posted by: AT 07:49 am   |  Permalink   |  Email