Improved Metrics for Prospecting

Update on February 22, 2019

Building a healthy pipeline starts with effective prospecting. The more qualified leads you bring in, the more opportunities you create, ultimately resulting in more deals being won. 

But how do you know if your prospecting efforts are enough to keep up momentum and sustain a healthy pipeline? And how do you track progress? Having these insights at the early stages of the sales funnel is crucial in ensuring the pipeline is big enough to reach revenue targets.

To help with this, we've added some powerful new ways to track team performance, identify trends over time and give you more insight into your Prospecting efforts. 
Two new metrics which can now be tracked are:

Number of open prospects

 

Number of Open Prospects - How many Prospects do you need in Prospecting
Campaigns at any point in time. 

 

 

Prospect conversion rate

 

 

Prospects Conversion Rate - What % of Prospects should be converted to Sales Project over a certain time frame.

 

 

Set up these Effectiveness Objective Goals and track performance on an individual or team level, and adjust tactics accordingly to get the results you need.

Then, let the Performance View and customized Dashboard Graphs show you clearly how your strategy is being executed, comparing the actual numbers against the goals you've set.