November 14, 2019
One of the main goals of the Sales department is to keep the company growing, so Regional Sales Managers need to be on top of their sales benchmarks to see how their different territories or...
| View post | Tags: Data Analysis Helper, Territory and Segmentation Intelligence |
November 5, 2019
A performance leaderboard is essential for a Regional Sales Manager to have on all of their different territories or segments. Leaderboards make it easier to see if the team will hit their...
| View post | Tags: Data Analysis Helper, Territory and Segmentation Intelligence |
March 20, 2019
When reps send a quote to a customer, they are effectively asking for the sale. When reps fully understand the customer’s needs, the quote they send should accurately reflect those needs and...
| View post | Tags: Sales Performance Intelligence |
March 13, 2019
Not all reps work at the same pace, some need additional training/coaching in order to increase their productivity and ultimately your customers’ satisfaction. Monitoring the amount of time...
| View post | Tags: Sales Performance Intelligence |
February 14, 2019
In Salesforce, reports can be generated to identify metrics for organizations and sales representatives for an average amount of time it takes to close business. What is more challenging is...
| View post | Tags: Sales Performance Intelligence |
February 14, 2019
Reports in Salesforce are fantastic for all stakeholders within an organization to have an awareness of organization and representative win rates. Reliable and actionable data that can drive...
| View post | Tags: Sales Performance Intelligence |
February 14, 2019
Identifying Won/Lost Opportunity data for monthly, quarterly, or yearly reporting is difficult enough. Making pre-emptive decisions or changes ahead of a monthly report would require...
| View post | Tags: Sales Performance Intelligence |
February 14, 2019
Sales reps get busy. They may be working with a multitude of customers/prospects each in their own stage of their buying journey. To increase a rep’s productivity, one convenient location is...
| View post | Tags: Sales Performance Intelligence |
