Less than 1 week –
Less than 10 hrs/week –
We have a team of 4 consultants who help Clients choose an electronic security system that is appropriate for their business (B2B).
Consultants perform the following activities, attend events, call prospects, book meetings, conduct surveys, write proposals and get told if we win/lose the project.
We would like weekly / monthly reports on:
1. What activities did each consultant complete each week: calls made / meetings attended / surveys performed / proposals submitted and won or lost
2. Above report to be segmented ...