“Do you want me in front of my clients or writing reports?” How many times have you wanted to say that to your boss, or for the sales managers out there – how many times have you heard this? The debate of paperwork vs. selling work will be prevalent in 500 years from now – it’s never going away. However, I believe you can do your job of selling and you can stay organized at the same time… if you follow one simple rule of thumb…
Establish a minimum level of requirements or expectations regarding your reporting / organizing work. Don’t try to be perfect and don’t accept being a mess. Your list can be this simple: update forecast weekly, turn in expenses twice per month, and input all business cards to CRM weekly. That’s it. If you can do more, great; but if you only do this, think how much more organized you or your sales team will be.
