"It's Like Herding Cats": What I Learned from a Sales Manager This Week

"It's Like Herding Cats": What I Learned from a Sales Manager This Week

This week I sat in on a demo with a sales manager at an industrial services company. About 20 minutes into the call, we were discussing data quality issues in his CRM when he said something that stopped me in my tracks:

"You'd think they'd at least put in the numerical values so they can figure out what they're going to get paid... but you ever try to get sales people to use a CRM correctly? It's like herding cats."

That one sentence perfectly captured what we're seeing across hundreds of conversations with sales leaders: they're drowning in incomplete data, spending hours manually piecing together reports, and fighting a losing battle against the fundamental reality that salespeople hate data entry. And they're all desperately searching for sales analytics solutions that actually work with their reality, not against it.

The Excel Prison

This particular sales manager had built what I can only describe as an Excel masterpiece—a complex reporting system that pulled data from multiple sources to create his weekly sales dashboard. The sophistication was impressive: pivot tables, multiple data sources, automated calculations, and carefully formatted charts that looked boardroom-ready.

But here's the thing that struck me: he was spending 8-10 hours every week just maintaining this system. Every Monday morning, he'd download fresh data exports, check for formatting issues, hunt down missing values, and manually verify numbers that didn't look right. Like thousands of other business professionals, he was desperately seeking an alternative to Excel that could handle his growing data needs without the constant maintenance overhead.

"Once I clean some of these up... I can go in and have data put in, or put the information in, and then it'll report correctly," he explained, almost apologetically.

This wasn't a complaint—it was resignation. He'd accepted that data cleanliness was his job, even though he was managing a team of eight sales reps and should have been focused on coaching, strategy, and closing deals. This is exactly why the market for business analytics software designed for business users—not data scientists—is exploding.

The Power BI Problem

What really opened my eyes was when he started comparing his experience with various sales analytics platforms. He'd tried Power BI, spending months trying to recreate his Excel reports in a "proper" BI platform.

"Power BI, as creative as Power BI could be, I would always struggle getting a lot of data points into a single report. I'd have to build a lot of reports and use a lot of reports on a single page that looked like one report."

Then he made an observation that I think represents a massive market insight about traditional business analytics software:

"We can't have a conversation. We can only ask one question at a time."

Think about that for a moment. Here's a business professional who needs to understand the relationship between lead volume, conversion rates, sales rep performance, and revenue forecasts—all interconnected metrics that tell a story together. But traditional BI tools force him to break this narrative into isolated charts and dashboards, exactly the opposite of what modern sales analytics should deliver.

The Hidden Cost of "Good Enough"

As we walked through his current reporting process, I started calculating the hidden costs of sticking with Excel as his primary business analytics software:

  • 10 hours per week on report maintenance
  • 2-3 day delay between when something happens and when he can analyze it
  • Constant data quality firefighting instead of strategic analysis
  • Limited ability to explore beyond pre-built reports

But the real cost isn't time—it's opportunity. Every hour he spends wrestling with Excel is an hour not spent understanding why his top performer is suddenly struggling, or identifying which leads are most likely to convert, or coaching his team on the patterns that actually drive results.

"I'm a firm believer in crawl, walk, run, so I don't want to get too far out over my skis," he said when we started discussing advanced sales analytics possibilities.

This broke my heart a little. Here's someone who clearly has the analytical mindset to extract incredible insights from his data, but he's been conditioned by years of complex tools to think that modern business analytics software is somehow beyond his reach.

The Moment Everything Clicked

About halfway through our demo, something shifted. We were showing him how to filter and manipulate his data in real-time using conversational sales analytics, and suddenly he started asking different questions:

"Can I expand this to see individual deals?" "What if I want to look at this over different time periods?" "When new team members start, will they automatically show up here?"

The transformation was palpable. He went from asking whether something was possible to asking how to do more sophisticated analysis. In the span of 30 minutes, his mental model shifted from "I need to build reports" to "I need to explore my data"—exactly what next-generation business analytics software should enable.

This wasn't just finding an alternative to Excel; this was discovering what sales analytics could be when designed for how business people actually think.

What This Means for Business Analytics

This conversation crystallized something I've been sensing across dozens of similar calls: there's a massive gap between what business professionals need from their sales analytics tools and what current platforms provide.

The problem isn't that people lack analytical sophistication. This sales manager was doing complex multi-dimensional analysis in Excel—he clearly understood the business questions that mattered. The problem is that existing business analytics software forces a choice between:

  1. Flexibility (Excel) with manual overhead and limited scale
  2. Power (traditional BI) with complexity and rigid structure
  3. Simplicity (basic dashboards) with limited analytical depth

What I'm seeing is demand for a fourth option: sales analytics platforms that combine Excel's flexibility, enterprise BI's power, and consumer software's simplicity. Business professionals want to have conversations with their data, not just look at pre-built reports.

The future of business analytics software isn't about replacing Excel entirely—it's about transcending its limitations while preserving its accessibility.

The Bigger Picture

This sales manager's experience represents something much larger than one person's reporting challenges. Across industries, we're seeing business professionals who have outgrown spreadsheets but haven't found sales analytics tools that match how they actually think about their work.

They don't want to become data scientists. They don't want to learn SQL. They definitely don't want to wait weeks for IT to build them a dashboard.

They want to ask questions like: "Why did our conversion rates drop last month?" or "Which of my reps need coaching on what specific skills?" and get answers that help them make better decisions immediately. This is driving explosive growth in the business analytics software market specifically designed for business users.

The market is responding: companies are moving beyond traditional alternatives to Excel toward platforms that understand business context, speak plain English, and deliver insights—not just data.

The Path Forward

By the end of our call, this sales manager wasn't just excited about automating his existing reports—he was envisioning sales analytics he'd never been able to do before. Questions he'd always wondered about but never had time to explore.

"I'm pretty sure we can do everything else, because everything else is far less complicated," he said, and I could hear the shift in his thinking. The complex stuff was now simple. The impossible was now routine.

That's the future we're building toward: a world where business professionals can focus on strategy and insights instead of data plumbing, where "advanced sales analytics" becomes as accessible as sending an email, where every manager can be their own data scientist without needing to find an alternative to Excel that requires a computer science degree.

The age of forcing humans to adapt to rigid business analytics software is ending. The age of analytics that adapts to human thinking is just beginning.

Want to see how this sales manager went from VLOOKUPs to insights in seconds? Try Scoop free and experience the Excel alternative that understands your actual needs.

"It's Like Herding Cats": What I Learned from a Sales Manager This Week

Brad Peters

At Scoop, we make it simple for ops teams to turn data into insights. With tools to connect, blend, and present data effortlessly, we cut out the noise so you can focus on decisions—not the tech behind them.