TSI Territory historic comparison-1


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...

Segment leaderboard


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...

Closeup of keyboard and monitor of computer used by young man on wooden table-1


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...

Orange High Performance Button on Computer Keyboard. Business Concept.-1


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...

Teacher and student working on computer


In Salesforce, reports can be generated to identify the average amount of time it takes to close business for different sales reps. However, it is more challenging to have those analytics as...

Orange High Performance Button on Computer Keyboard. Business Concept.


Reports in Salesforce are fantastic for all stakeholders to have an awareness of organization and representative win rates. Yet, reliable and actionable data that can drive processes, or...

Business people using mobile phones and laptops, calculating and discussing charts and diagrams for financial report


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...

Identifying Neglected Clients

February 14, 2019

DAH stale opportunities


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...