All Sales Reports Articles

Free Sales Call Report Template: PDF, DOCX & Auto-CRM Reports

By Lisa McGreevy on March 24, 2020 | Sales, Sales Reports, Templates | Comments (8)

Sales call reports provide information on engagements with prospects and customers and clarity around lead or deal status. They can also highlight trends and identify areas for improvement. We’ve provided two free sales call report templates that can be printed as PDFs or saved and edited as Word documents to help you create your own….

CallRail Interview: Empowering SMBs With Analytics & Actionable Data

By Sheena Jones on July 18, 2019 | CEO Interview, Sales, Sales Reports | Comments (0)

specializes in helping SMBs and SMB marketing agencies with call attribution, analytics, and other actionable data that allows them to make better marketing decisions. We had an enlightening conversation with Jason Rozenblat, VP of Sales at CallRail, on call tracking metrics, especially when used alongside technology like call recording, transcription, and routing. Jason Rozenblat, VP…

Churn Rate: Definition & How To Calculate

By Jason Aten on July 8, 2019 | Sales, Sales Reports, What is | Comments (0)

Churn rate is a measurement of how many customers leave your business, or “churn,” during a given time period. It is tracked primarily by businesses with a subscription model or with recurring customers month after month. It measures the rate that customers cancel and helps project future sales and other metrics like customer lifetime value….

13 Best Sales Metrics That Improve Performance

By Jason Aten on July 3, 2019 | Sales, Sales Reports, What is | Comments (1)

Sales metrics are measurements of activities and performance within the sales process, and specifically what is happening within a sales pipeline. They help businesses gain insight into how their salespeople are performing and what areas may need improvement, which is why we’ve identified 13 sales metrics you can use to optimize your sales performance. One…

Customer Lifetime Value: Definition, Formula & How It Works

By Jason Aten on May 20, 2019 | Sales, Sales Reports, What is | Comments (0)

Customer lifetime value (CLV) measures the value of a customer over its lifespan, which represents the total profitability earned off an average customer based on the standard length of time you expect to maintain the relationship. Businesses calculate CLV to evaluate the return on marketing campaigns and to identify the most valuable customer segments. One…

Call Logs: Definition, Cost, Features & Providers

By Lisa McGreevy on May 6, 2019 | How To, Sales, Sales Reports | Comments (0)

Call logs are records of conversations kept as a way to track follow-up calls to prospects, document customer issues, and serve as a historical reference point for future conversations or kept for compliance purposes. Call logs can also be used as a performance measurement device to manage the efficiency of your company or call center….