Do you compensate your Reps on Bookings? or Revenue (GAAP)? If you answered the latter, Revenue, then this feature is for you. You can now quota and measure your reps on Recognized Revenue rather than the typical Bookings Target. To put your instance into "Revenue" mode simply go to Setup > General and enable Revenue Scheduling. Next you will need to adjust your quotas or target to be Revenue based. This mode is compatible with Salesforce's Product/Revenue Schedules and
Most likely Salesforce or Dynamics is your CRM system of record, and its good at that, but quite frankly generating meaningful reports from CRM is painful. And if you try to do "historical" reporting, iow how things changed over time, it is even less likely to give you the answers you are looking for.
This is why we have introduced
We want to "shorten the cycle", to close deals faster and with fewer headaches. We'd like to find the Decision Makers on our first call, and get them to say "Yes!" as quickly as possible. We want more and bigger deals, no discounts, no committee reviews, no procurement backlogs. No reasons for the customer to delay. What we don't realize is that sometimes the long road is actually worth it. The journey of Discovery, that journey of
Competitors love to be recognized for their success and hate it when they miss their goals. Sales is one of the purest forms of competition. There's no judging panel that gives you points for wearing a nice suit. You are judged on one thing, hitting your sales goals. Sure, we award points for effort and activity for new hires, but after the on-boarding period is up, it's the numbers that count. Announcing the sales numbers on a consistent
“So I walked this very pro-am last year, in similarly chilly conditions, and he was so stiff I legit thought he was gonna snap in half. This year? Speed. So. Much. Speed.” - @GCTigerTracker This is a perfect example of coming back from major surgery (AKA: bad year in sales) with no data to support a comeback, but using sheer determination and hard work to get the “feel” back into his game. The competition didn’t want this. They
Golf...I love the game. It is humbling and VERY rewarding. It's the one game where hitting it hard is not always a good thing, especially if you have a nasty hook :). Playing a round of golf is sure to make you humble and wish you never took up the game. You warm up at the practice range and hit the ball so flush that you feel you will have your best round. You
That’s all I heard the day after Christmas :). My daughters had so much fun asking her to turn on the lights, play some music and even set an alarm for them to get ready for bed. Suffice it to say, AI is here to stay and is already starting to become a VERY important part of our lives. Our children are already adapting to this new technology to the point where they know HOW to use this
As the SalesDirector.ai goes through its first holiday season, we are humbled and excited with all that we have achieved. The most exciting part of all was the number of companies, finance leaders, sales leaders and sales reps we helped improve their pipeline management and selling maturity. To all our team members, partners and investors that have helped us move the B2B sales discipline forward, Thank You! We leave 2017 with the following under our belt and
Winter brings back so many memories. Hot chocolate, Christmas, presents and let me not forget the dreaded account planning for the coming year. This is the time of year that we (salespeople) become great storytellers since everyone wants to know “our call” and we need to give a good story on what is going to happen (as though we have a crystal ball). The reason why we can’t give a concrete number is that we don’t have
Use Outlook or Office365? Install the Outlook AddOn to send email templates directly to your customers. Setup Email Templates by going to Setup > Email Templates and load up your favorite Email Templates. (Note: You must be an Administrator to setup Email Templates) Then install the Outlook AddOn, create a new email, enter the TO email address, then click on the SD button and select a Template. Modify the template to add any custom/deal specific