I have been reading a terrific book recommended by a friend who publishes her own newspaper on Daniel Island off the South Carolina coast near Charleston. Sue calls it her "publishing Bible".
The book, "Publish Your Own Magazine, Guidebook or Weekly Newspaper", was written by Thomas A. Williams, who has done all three things in his title and will share with you the ideas and concepts that helped him succeed.
In the back of his book, Tom has compiled a library of forms he has used successfully in his publishing business. Several of them are stylized diaries to help you and your sales staff keep accurate records of your performance.
Several of these you may already be using.
One he recommends is a one-sheet Advertising Sales Report. It helps you and your people track who they called on, what they sold, the amount paid and their commissions. This is a simple report your sales people turn in at the end of the week to help you figure out the commissions due them. Tom recommends you pay commissions only when the advertisers have paid you.
Another is a Sales Call Report. It lists sales contacts, business names, dates and the results of their calls. This should be a help to them and you. If someone's performance is flagging, you only have to review their call reports with them to detect patterns that are holding them back.
A third is a planner, "This Week's Projected Sales Calls". This helps your people plan their days and weeks. It seems like a lot of paper work. And many sales people hate it. But it is a discipline that will help not only the rookies but your pros who may be suffering sales slumps.
All of these reports can be automated. You can set them up in any word processing program you and your people use.
There is a wide variety of contact management and other software available including spread sheets and other fancy stuff that would make an accountant salivate. Some are as expensive as they are fancy.
I recommend you keep it simple. Let the computer work for you, not the other way around.
—Jerry Bellune for Publisher's Auxiliary, August 2004