Goals and Metrics Print E-mail

For more information including a demonstration of this product, contact Intelestream.

It’s a well known fact - Individuals are motivated by clearly defined goals. It’s true in sports, it’s true in business - teams need goals to win.

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Intelestream has developed a ground breaking solution that allows sales managers and team members to set goals and track progress together.

Key features included in the solution:

  • Greatly enhance sales performance by providing managers and sales representatives with a module tool that tracks the progress of team members in real time
  • Sales representatives are constantly reminded of their progress by a thermometer that measures where they stand in reaching their goals: Thermometer is displayed both on the CRM homepage as a KlipFolio Klip.
  • Module accessible by sales managers displays each team member’s numbers according to calls made, quotes, lead conversions, opportunities won, and other user defined criteria
Goals and Metrics Screenshot

Questions asked; Questions answered.

Sales representative have the following thoughts everyday: “I’ve made 240 calls, 39 quotes, converted 16 leads, and won 7 opportunities so far this month. Am I ahead of schedule? Am I behind? What do I need to do to meet my goals?”

Sales managers constantly wonder: “Who are the strongest members of the team? Who can I depend on to consistently bring in numbers? Who works sporadically? Who needs further coaching?

With the Goals and Metrics Module, everyone knows where they stand.

For more information including a demonstration of this product, contact Intelestream.