Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

What is a good CRM for remote employees that tracks what they are doing every minute

I have a remote employee on a significant base who works from home and road with android phone. I want to track their day.

I want an CRM web app that runs on desktop and android phone:
– Sends me a daily email report that
1) chronologically lists how previous day was spent including

A) work day start time,
B) calls outgoing and incoming
– start, end time, contact, result
C) emails reading & writing
– start, send time, contact, result
D) meetings
– start, end and result.
E) Other activities eg driving
– start, end, contact, result

2) Sales pipeline status changes and value in graph format.

This should be done as automatically as possible. Ideally with no typing by salesperson. Ie buttons only. Or only one word typing if req.

I apologize if this answer seems too blunt….but I think it will be easier to find a salesperson that you trust. Requesting an app that automatically shows you exactly what they do every minute illustrates a lack of trust in their capability and competence. It’s better to find the type of people that you will value and trust; people with the right work ethics, experience and talent — then to try to micromanage those traits into the wrong people. The right people will be turned off and quite. And the wrong people will find a way around your app.

Keep it simple. Simply focus on your required results.
If you have sales quotas and success metrics in place – and they are meeting the success criteria; why do you need to know what they ate for breakfast?

My recommendation is to do your best to hire talented and trustworthy people to begin with. Setup goals and objectives around those important metrics (like hitting at least 20 sales calls a week, making at least 5 sales per week, or whatever you deem necessary). Then allow them to fully express their talent and skills they way that best works for them – in regards to meeting those success criteria.

If they are not meeting their quotas, offer them additional training or fire them.
If they are meeting your quotas, don’t fix what ain’t broke.

If you still need this day-to-day checking; I recommend setting up a daily 5 minute call with this person or team. In the agile development (this is called a SCRUM meeting), where you meet daily for a very short time to answer the critical status questions. For you – you may want to have a daily status meeting to report their sales made, sales in the pipeline, expected sales closed dates for those items in pipeline, any roadblocks to closing on time and if they need any help in closing the deals.
Bottom line – It’s a waste of time to “big brother” everything your sales person does. Setup clear expectations in regards to number of sales, leads, and lead-to-sales ratios. Then track only the metrics that bring in the money. Don’t worry about how they get it done. Just focus on the results and treat your team like experienced and valued professionals.

For you would like more information on how to better manage your team or increase their performance, why don’t we schedule a short call. That way I will be able to learn more about your unique situation and be able to recommend your next best step moving forward.

We also have a Professional Development Toolkit ecourse available for self-study.

 Once again, I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes