đź•– 1 min read | Maple CRM | www.maplecrm.com
Keeping a sales team motivated and aligned with monthly targets is always a challenge. Sales executives need a clear view of their progress, while managers need a simple way to track performance and ensure goals are met.
That’s exactly what the Sales Planner by Maple CRM is designed for – a smart tool that bridges the gap between planning and execution, helping teams stay focused and productive.
Sales planner gives a crystal clear idea to the executive as well as the team leaders and stakeholders about performance of the individual as well as the team. It also facilitates them to set and edit sales targets, monitor the achievements and edit as per the market conditions demand.
All in all, Sales planner is a meticulously designed feature of Maple CRM which makes it extremely easy to set targets, add sales and achievements and monitor monthly sales – all from a single platform.
3 major functionalities of Sales Planner are:
- Sales Dashboard for each executive
- Sales listing
- Target Planner
Let’s check the functionalities in depth:
1. Sales Dashboard for each executive
Every sales executive gets a personalized dashboard that shows the total number of sales closed and the shortfall for the month.
This instant visibility helps executives understand where they stand, how close they are to hitting their targets, and what extra push is needed. It’s a straightforward way to stay motivated and work towards clear, measurable goals.
2. Sales Listing
No more juggling between multiple tools or emails to record sales. With the Sales Planner, executives can add their sales details, send it for manager approval, and update the sales list – all from the same screen. This not only saves time but also makes the process transparent and hassle-free. Managers can quickly review submissions, approve them, and keep the records up-to-date without delays.
3. Target Planner
Sales targets are the backbone of planning. Maple CRM ensures that only managers have the authority to add or edit sales targets, while executives can simply view them. This maintains clarity and control, ensuring that targets are realistic, well-defined, and consistent across the team. Executives, on the other hand, always have a clear reference point for what they’re working toward.
The Sales Planner isn’t just about tracking numbers—it’s about creating accountability and focus. By combining transparency for executives with control for managers, Maple CRM makes it easier for businesses to align daily efforts with monthly goals. It also reduces back-and-forth communication, cuts down manual reporting, and creates a more engaged, goal-driven sales team.
A strong sales strategy needs more than ambition – it needs structure.
With the Sales Planner by Maple CRM, businesses get a tool that’s simple, efficient, and designed for results. It empowers sales executives with clarity, gives managers the control they need, and ensures the entire team is always aligned and works together in tandem, towards achieving common goal.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
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