Manage sales on this month’s activity, before the quarter is lost
Revenue, pipeline and forecast tell you what happened. By then you cannot change it. Sales PULSE shows the calls, meetings and conversions per salesperson each month, with the actions to take. Managers coach in time and the forecast holds.
You see the risk early and act on it
Each salesperson has an activity target based on their own conversion rates.
Managers see who needs coaching while the quarter is still open.
Sales leadership spends time on improvement coaching, not firefighting.
+16% gross profit in 12 months
Download the case to see how the team set it up and what it did each quarter.
Gross profit per quarter, two years
Gross profit in £ million
Target reached 94.8%
Target reached 110.8%
You manage sales performance late, and for the whole team at once
You cannot see the sales activity behind the pipeline.
You steer on revenue and pipeline, which show the result after the fact.
Everyone has the same activity target, whatever their conversion rate.
You find coaching needs after the target is missed.
Sales PULSE links your CRM activity to each person’s target and conversion rates
- 1Record activities and interactions in the CRM, the same way for everyone.
- 2Measure each person’s conversion rate per funnel stage.
- 3Turn the revenue target into an activity target per salesperson.
- 4Send each salesperson a monthly report with their numbers and the actions to take.
- 5Managers coach on that report.
Best for sales leaders who want to steer results, not report them
- You want to see performance risk early
- You want coaching per person, based on their own numbers
- You want a forecast you can trust
- Sales leadership will manage on activity as well as results
- You only need dashboards and reports
- You do not want to manage sales with data
- You will not standardise how activity is recorded
- You prefer to manage your team on results only
If this sounds like your team, book a meeting with us. Or use the form below.