CRM Updates

Why the CRM is never up to date

At any real call volume, keeping the CRM current is a losing battle. A rep finishes a call, and the honest options are to log it properly or to take the next call. The next call almost always wins.

So the record drifts out of date. Agreed next steps are not written down. Follow-ups are missed. And you, the manager, are left without the one thing the CRM was supposed to give you: a clear view of what is happening with each client.

Sales call data entry, done automatically

Sales Signals writes the record for your reps. After each call, it logs what was discussed, captures the next step that was agreed, and creates the follow-up task, directly in your CRM.

Nothing changes in how your reps work, and nothing is left to memory or discipline. The record stays complete because keeping it complete is no longer a task anyone has to remember.

The hidden cost of manual CRM entry

Manual CRM updates do not look expensive, because the cost is spread across every rep, a couple of minutes at a time. Added up across a team and a year, it is real money spent on data entry instead of selling.

countryData = FileAttachment("/data/salary-by-country.csv").csv({ typed: true })

fmtMoney = (value, row) =>
  new Intl.NumberFormat(row.locale, {maximumFractionDigits: 0}).format(Math.round(value)) + " " + row.sym

renderResult = (rows) => html`<div class="calc-result">
  ${rows.map(r => html`<div class="calc-result-row ${r.total ? 'calc-result-total' : ''}">
    <span>${r.label}</span><span>${r.value}</span>
  </div>`)}
</div>`

// Persist a value to a cookie shared across the site (1-year expiry).
// Used to carry calculator inputs (country, reps, calls/day) into the contact form.
setSSCookie = (name, value) => {
  document.cookie = "salessignals-" + name + "=" + encodeURIComponent(value) +
    ";path=/;max-age=" + (60*60*24*365) + ";SameSite=Lax";
}

viewof countryCode = Inputs.select(
  countryData.map(d => d.code),
  {
    label: "Country",
    format: code => countryData.find(d => d.code === code).name
  }
)

viewof salary = Inputs.number({label: "Rep monthly salary", min: 0, step: 100})
viewof oncost = Inputs.number({label: "Employer on-cost rate (%)", min: 0, max: 100, step: 1})
viewof reps = Inputs.number({label: "Number of reps", value: 5, min: 1, step: 1})
viewof callsPerDay = Inputs.number({label: "Calls per rep per day", value: 12, min: 1, step: 1})
viewof minutesPerUpdate = Inputs.range([0.5, 5], {label: "Minutes per CRM update", value: 2, step: 0.5})
viewof workingDays = Inputs.number({label: "Working days per year", value: 220, min: 1, step: 5})

row = countryData.find(d => d.code === countryCode)

{
  row;  // depend on country change
  const sEl = viewof salary;
  const oEl = viewof oncost;
  sEl.value = Math.round(row.salary / 100) * 100;
  oEl.value = row.oncost;
  sEl.dispatchEvent(new Event("input", {bubbles: true}));
  oEl.dispatchEvent(new Event("input", {bubbles: true}));
}

{ setSSCookie("country", countryCode); }

{ setSSCookie("reps", reps); }

{ setSSCookie("calls-per-day", callsPerDay); }

loadedHourly = (salary * (1 + oncost/100)) / 147
hoursPerRep = callsPerDay * minutesPerUpdate * workingDays / 60
costPerRep = hoursPerRep * loadedHourly
teamCost = costPerRep * reps

renderResult([
  {label: "Hours per rep, per year", value: Math.round(hoursPerRep) + " h"},
  {label: "Cost per rep, per year", value: fmtMoney(costPerRep, row)},
  {label: "Across " + reps + (reps === 1 ? " rep" : " reps") + ", per year", value: fmtMoney(teamCost, row), total: true}
])

Figures are approximate. Salary and contribution rates vary by role, seniority, and jurisdiction; adjust to your situation.

Sales Signals does this data entry automatically, giving those hours back to your reps to spend on the work you hired them for.

What changes

Your CRM reflects what actually happened, not what a rep remembered to type. Next steps are captured and followed up. And the time your team spent on data entry goes back into selling.

See it on your own calls

The clearest way to understand Sales Signals is to see what it surfaces from your team’s actual conversations. We will set it up with your existing phone system; there is nothing to install, and nothing changes for your reps.

Book a Demo