The Step-by-Step Guide to Automating Your Sales Workflow

In today’s fast-paced sales environment, staying organized and efficient isn’t just a nice-to-have—it’s a competitive edge. If you’re still relying on spreadsheets, manual data entry, or multiple disconnected tools to manage leads, track commissions, and monitor performance, you’re leaving time and money on the table.

This step-by-step guide will show you how to automate your sales workflow using Controlla—the first-of-its-kind commission tracking app built for ambitious, results-driven professionals across Mexico.

Step 1: Say Goodbye to Spreadsheets

Let’s face it—manual tracking is outdated. From formula errors to missed commissions, spreadsheets introduce unnecessary risk. With Controlla, you can:

  • Eliminate manual data entry
  • Automatically calculate and update commissions in real time
  • Access all your earnings insights from your phone

Pro Tip: Controlla is iOS-ready, mobile-friendly, and designed for sales professionals on the go.

Step 2: Set Clear Goals and Track Performance

Controlla allows you to set customized sales goals—and then tracks your progress as you move toward them. No more wondering if you’re on pace to hit your numbers. Just clear, visual insights that motivate and inform your next move.

With Controlla, you can:

  • Define monthly or quarterly targets
  • Track deals and performance in real time
  • Identify opportunities for growth using smart analytics

This feature is especially valuable for professionals in real estate, SaaS, insurance, or B2B sales who juggle multiple deals at once.

Step 3: Automate Reports and Insights

Every top-performing sales pro needs reliable data to make fast, confident decisions. Instead of building reports manually or pulling numbers from various sources, Controlla gives you:

  • Automated commission reports
  • Instant notifications when payments update
  • Smart dashboards that track performance over time

This automation not only saves hours of admin work—it gives you the clarity to act strategically.

Step 4: Access Everything, Anytime

Sales don’t stop when you leave your desk, and neither should your tools. Controlla was built for modern, mobile-first professionals. Whether you’re following up on leads from the road or checking your commissions in a coffee shop, Controlla gives you full access to your sales data from your iPhone.

This kind of flexibility is critical for high-performers in Mexico’s urban business hubs—from Mexico City to Guadalajara to Monterrey.

Step 5: Focus on What You Do Best—Closing Deals

With Controlla handling the admin, you’re free to focus on where you bring the most value: building relationships, closing deals, and growing your income.

Controlla is the all-in-one tool that helps you:

  • Reduce admin time
  • Avoid errors and missed earnings
  • Boost confidence with clear, accurate insights
  • Elevate your workflow to match your ambition

Ready to Automate Your Workflow?

Controlla is trusted by professionals across sales, finance, and business development who are tired of tracking commissions the hard way.

Download Controlla on iOS today and experience a smarter way to manage your sales performance. Because tracking your income shouldn’t be a guessing game. It should be Controlla.


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