PipelineCheck Original is the fitness app for business-to-business sales teams using salesforce.com who want to become more data-centric, make better, faster decisions and improve their sales fitness.
reducE resistance to sharing data
reducE subjective assessment of performance
benchmark engagement on accounts, contacts & opportunities
increasE effort and its effectiveness by focusing on real pipeline
Unlike other analytics or gamification tools it puts salespeople at the heart of the solution.
As sales leaders you...
Formulate strategy with data centric decisions
Track the execution of sales strategy*
Understand the effort behind historic performance (good or bad)
Allocate resources rationally
DEVELOP PEOPLE BASED ON OBJECTIVE CRITERIA AND CLEAR MILESTONES
* In the CRM System if you are good
But how do you do it without...
a culture to sharing data
the data to objectively assess salespeople
defined milestones for the development of salespeople
What if you could have...
Faster, better decision making
A clear development framework for managers and salespeople
increased Sales capacity through increased effort and effectiveness
Encourages sales people to keep opportunities actively engaged to drive up more use of the CRM and better retention of data for the company by scoring the effort on opportunities
Helps to identify performance issues and failures to execute strategy. Discovering more about the detail and quality of sales effort improves the insight captured in the CRM system.
The push for data makes it easier to assess salespeople objectively. The goal is not to drive up effort to infinity. It is to capture real effort and to identify the optimum allocation of that effort.
Current pipeline is cleaned quickly and real deals get the focus they deserve. Shortfalls in pipeline are filled by new pipeline generation effort.
PipelineCheck Original identifies the right level or "peak level" of effort on opportunities for salespeople in particular roles. It could involve more sustained effort for longer on opportunities or short bursts of effort on more opportunities.
Traffic light analysis of CRM data tells sales leaders where there are failures to execute sales strategy on particular opportunities or by particular salespeople or teams.
Salespeople can improve their sales fitness level with clear guidance in terms of effort and the quality of that effort
Bad CRM habits are identified and quantified easily so that the quality of the CRM data is maintained and it supports better, faster decision making.
Clear expectations are set and communicated for the level of information that is retained within the company with a fitness tracker on opportunities
Managers and salespeople get clear about what is expected of them now and in the future by benchmarking and targeted improvement.