Ever use call reports to coach and lead your team? Call reports are great as history-focused records and reporting of what happened. Most reps call reports today are automatically generated by their CRM (Customer Relationship Management) system.
But history focused documents provide you with poor coaching opportunities. Join me as I offer ideas about how to flip the traditional call report into a more future-focused tool you can use to coach and lead reps who need a little extra help and attention. Please share with us the best tools you use to be a more future-focused coach of your team!