What key performance metrics can be monitored to assess individual and team performance?
SetSail does much more than track standard sales metrics like rep attainment and closed won deals. Because SetSail is tuned to support your unique business processes and sales model, it's able to report on key performance indicators that matter to your organization in particular. It can assess your sales process, identify which behaviors are positively correlated with sales success, and then track these tailored metrics. The result is that sales leaders can manage their teams based on what truly works versus generic metrics.
Similar questions
What objects and fields does SetSail write?
SetSail writes new emails, calendar meetings, and contacts to SFDC. SetSail also enriches contacts by writing to fields for title, phone number, department, and soon, job level and job function for contacts
How does the CRM Health Grader work?
The grader works by analyzing contact, opportunity, and activity records to look for missing records. It then uses this analysis to generate a score based on your level of missing data. The missing sales data is vital to the health of your organization since it is the information your team needs to improve sales performance.
How can I improve my score?
– Create (and enforce) data quality standards
– Automate data where possible
– After you check your score, the SetSail team can help you capture, centralize, and enrich your sales data
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