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7 Salesforce Reports Every Inside Sales Manager Should Be Pulling

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7  Salesforce  Reports  Every  
Inside  Sales  Manager  Should  
Be  Pulling
Featuring: Mark Littlefield,
Sr Product Manag...

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Today’s Speaker
Mark Littlefield
Sr Product  Manager  at InsideSales.com
LinkedIn.com/in/ malittlefield
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7 Salesforce Reports Every Inside Sales Manager Should Be Pulling

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Featuring Mark Littlefield, Sr Product Manager at InsideSales.com
Friday 9th September 2016 at 2:00pm BST
In today’s data-driven world, you’ve got to know your metrics. It’s what leads to quantitative decision making and launches careers. We’ve selected seven reports, five common mistakes and five KPIs you can use to drive rep performance and grow sales.

In this webinar we will show you Salesforce reports that will help answer:

Which reps are being the most effective
Who to call
How many times to call
When your prospects are most likely to answer your calls

Featuring Mark Littlefield, Sr Product Manager at InsideSales.com
Friday 9th September 2016 at 2:00pm BST
In today’s data-driven world, you’ve got to know your metrics. It’s what leads to quantitative decision making and launches careers. We’ve selected seven reports, five common mistakes and five KPIs you can use to drive rep performance and grow sales.

In this webinar we will show you Salesforce reports that will help answer:

Which reps are being the most effective
Who to call
How many times to call
When your prospects are most likely to answer your calls

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7 Salesforce Reports Every Inside Sales Manager Should Be Pulling

  1. 1. 7  Salesforce  Reports  Every   Inside  Sales  Manager  Should   Be  Pulling Featuring: Mark Littlefield, Sr Product Manager at InsideSales.com
  2. 2. Today’s Speaker Mark Littlefield Sr Product  Manager  at InsideSales.com LinkedIn.com/in/ malittlefield
  3. 3. Sales Acceleration Podcast Gabe Larsen Steve Eror
  4. 4. Can  You  Answer  These  Questions? • Who  should  you  call  right  now  to  have  a  conversation? • How  many  times  should  you  call  a  prospect? • When  should  you  stop  calling  a  prospect? • What  reps  are  dialing  but  not  being  effective? • What  are  your  peak  answer  times?
  5. 5. What  We  Will  Go  Over • Top  5  Common  Mistakes • Top  5  Key  KPIs • Top  7  Insightful  Reports
  6. 6. TOP  5  COMMON  MISTAKES
  7. 7. #1  Mistake  – Measuring  Success  by  Dials Reps  are  not  hired  to   place  calls… They  are  hired  to  have   conversations  that  lead  to   sales.
  8. 8. #2  Mistake  – Measuring  Success  by  List  Completion 100%  List   Completion Success
  9. 9. #3  Mistake  – Measuring  Success  by  Number  of  Contacts Quality  not  quantity  is   key  when  measuring   meaningful  connects
  10. 10. #4  Mistake  – Using  reports  only  as  an  accountability  tool Help  reps  succeed  by   creating  campaigns   based  on  science,  not   intuition.
  11. 11. #5  Mistake  – Mixing  call  dispositions  and  lead  dispositions Call  1 Call  2 Call  3 Call  4 Lead  Status New  – No  Answer Working  – Answer Working  – Left  Msg Working  – No  Answer
  12. 12. #5  Mistake  – Mixing  call  dispositions  and  lead  dispositions Working  – No  Answer Working  – Contacted Working  – Decision  Maker  Contacted Working  – Left  Voice  Message Working  -­‐ Busy
  13. 13. #5  Mistake  – Mixing  call  dispositions  and  lead  dispositions Call  1 Call  2 Call  3 Call  4 Lead  Status New Working Working Working Disposition No  Answer Correct   Contact Left  Message No  Answer
  14. 14. Top  5  KPIs
  15. 15. #1  – Correct  Contacts Getting  ahold  of  the  right   person,  not  just  a  gate   keeper.
  16. 16. #2  – Talk  Time Measure  Talk  Time   related  to  Correct   Contacts
  17. 17. #3  – Appointments  Set Appointments  Set   indicate  that  a  rep  is   having  conversations  that   are  progressing  the   opportunity.
  18. 18. #4  – Dials Dials  are  still  an   important  KPI  to   measure,  but  should  not   be  a  focus.
  19. 19. #5  – Lead  Conversions
  20. 20. Top  7  Insightful  Reports
  21. 21. Maximize  sales  by  having  appointment  setters  and   callers  focused  on  Correct  Contacts  and  not   distraction  KPIs  such  as  Dials  or  Contacts.
  22. 22. Dialer  Feedback  Loop Effort Effect Results Analyze
  23. 23. #1  – Correct  Contact  by  Time  of  Day Question: When  is  the  best  time   to  call  my  prospects  to   get  them  to  answer?
  24. 24. #2  – Correct  Contact  by  Dial  Attempt Question: How  many  calls  should   I  be  making  to   prospects?
  25. 25. When Who
  26. 26. #3  – Conversion  Rate  By  Lead  Source Question: How  many  dials  does  it   take  to  convert  leads   from  certain  lead   sources?
  27. 27. #4  – Correct  Contact  Percentage  by  Rep Question: How  well  are  my  reps   doing  at  getting  the   right  person  on  the   phone?
  28. 28. #5  – Avg Talk  Time  per  Correct  Contact Question: Are my reps having meaningful conversations with their prospects?
  29. 29. Who  Has  Meaningful  Conversations Meaningful  Conversations
  30. 30. #6  – Immediate  Response  Results Question: How  does  responding   quickly  impact  correct   contacts?
  31. 31. #6  – Immediate  Response  Results Question: How  does  responding   quickly  impact  correct   contacts?
  32. 32. #7  – Call  Result  Percentage  by  Avg Duration Question: Who are my best reps and which reps need some help?
  33. 33. Can  your  reps  do  it?
  34. 34. Can  Your  Reps  Do  It? • When  should  I  call  to  have  the  highest  likelihood  of  a   correct  contact? • When  should  I  stop  calling  a  lead  because  they  are  not   interested? • How  many  rings  should  I  wait  before  hanging  up?
  35. 35. Click-­‐to-­‐Call A  simpler  way  reach  more  leads  faster  than  ever   before  through  one-­‐click  dialing  technology.  
  36. 36. PowerDialer More  than  a  dialer.  More  than  an  app.  An  integrated   system  to  contact,  connect  and  close  more  deals.
  37. 37. Neuralytics Platform
  38. 38. In  this  ebook,  we  invite  you  to  tour  a  day  in  the  life   of  a  top  performing  rep  to  see  how  your  team  can: • Leverage  data  science  to  increase  revenue  by  as   much  as  30%  in  90  days • Increase  cold  calling  and  sales  prospecting  dials,   contacts  and  conversions • Stay  focused  on  the  right  leads,  opportunities   and  activities  for  maximum  success DOWNLOAD  NOW  InsideSales.com/resources CSO  Insights  reports  that  the  average  sales  rep   only  spends  two  days  a  week  effectively  selling Cold Calling and Sales Prospecting: A Day in the Life of a Top-Performing Sales Rep

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