Build a sales activity planner & notifier for your team

There are a growing number of tools for sale that help keep activity-focused sales professionals (esp. SDRs and inside sellers) on track. Having fallen in love with automating spreadsheets, I created a simple one that any sales leader using Google Apps and Salesforce can implement for free.

The key features I wanted were:

• Send an email to each rep each morning with their minimum activity target
• Adapt daily targets based on the number of workdays excluding weekends and company holidays
• Allow reps to be exempted from activity for employer days that take them offline (ex: staffing a trade show booth)
• Ensure activity targets increase to offset planned vacation (note: overall activity targets should be set to factor in personal time-off such that vacation days do not exempt reps from activity)

Here are the step-by-step instructions which include a link to a Google Sheet that will make the magic happen.

Note: The instructions are a bit technical so I recommend you engage your sales ops person for help. If you run into any major snags, DM me on Linkedin and I'll try to help.