Sales performance is a key driver in the success of any business – in our survey of UK SMEs, more than a quarter rated sales performance management as a critical capability in selecting a CRM.
And when it comes to sales performance, it’s important to get the insights you need to improve and grow.
Our blog post, 6 Powerful Reports to Skyrocket Your Sales Teams’ Performance, spotlights six reports in Workbooks CRM your team can use:
- Sales performance quarter to date
- This quarter’s pipeline
- Opportunity conversion
- Pipeline against pipeline target for next quarter
- Marketing performance
- Client performance