Configuring an Email Alert System to Manage Sales KPIs

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Problem: Sales info and insights going unseen, with no action

Sales Leaders have a number of options when it comes to sales tools. The best of them make work easier by turning basic data into actionable information and insights--they make Sales Leaders better at their jobs. But there’s only so much time in the day.

The ABCs of selling are “always be closing,” so sales analysis sometimes takes a backseat. In fact, many Sales Leaders have accounts of their own, in addition to managing the team’s performance. Still, insights and opportunities are only as valuable as the actions they inspire. That's why we built Sales Performance Intelligence, Account Performance Intelligence, and Territory & Segmentation Intelligence analytic packs for the Data Analysis Helper app.

Solution: Key metrics should trigger automatic notifications

Data Analysis Helper’s premium add-on packs deliver insights and performance suggestions directly to Sales Leaders across multiple sales dimensions—for reps and teams, about individual accounts, and across territories and segments. Dozens of key metrics are analyzed, providing important context to sales performance. And they don’t go unnoticed because of the performance notification system pre-built into the analytic packs.

Setting Alerts for Performance Metrics

Because every business is unique, the alerts are easily configured with click and no coding required. This means no Admin or IT resources are required. Further, Sales Leaders can adjust the tiggers over time as priorities evolve and new situations emerge. Emails are delivered in real-time, to anyone in the organization, when a key measurement or insight is detected, whether positive or negative. Ensure nothing is missed and boost sales performance and morale.

Setting Up Email Parameters for Custom Alerts


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Easily Accessing Performance Metrics for Activities and Cases Data Analysis Helper Use Case Library Forecast Projected Sales in Salesforce Based on Past Performance