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 metrics for organizations and sales representatives for an average amount of time it takes to close business. What is more challenging is...

Orange High Performance Button on Computer Keyboard. Business Concept.


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...

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

Salesman shaking hands with client with contract on the coffee table


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...