Identifying Neglected Clients



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 desired for them (and their manager) to track any opportunities that need follow up.


Sales Performance Intelligence provides a list of stale Opportunities on each rep’s performance record. And even better, the predefined filters can easily be customized to fit your business needs.



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Do you have any suggestions for additional Neglected Client metrics? Please let us know by commenting below!