effectively coach your sales staff with graphical images in salesforce
TRANSCRIPT
2014 © Halak Consulting, LLC
How can you effectively coach your Sales staff with better visibility using Graphics in
Salesforce
Deepa Patel@halakconsulting
2014 © Halak Consulting, LLC
About Us
Work with Small to Medium Size Businesses with Business Process Re-engineering, Architecture, Configuration and Implementation of Salesforce - Sales and Marketing, Service Cloud, Communities and Training
Over 20 years of business and technology services experience
Served Over Two Hundred Customers
Dreamforce Speaker, East Bay User Group Leader
2014 © Halak Consulting, LLC
Multiple Excel Spreadsheets – Problem??
How often do you manage Your Forecasts in an Excel Spreadsheet?
How often do you find your Sales Reps managing their pipeline in an Excel spreadsheet.
How much time do you spend consolidating Excel spreadsheets to get a correct Forecast at the end of each month?
How often do you have a call with each Sales Rep asking them where they are in a Sales Cycle with an opportunity and what have they done?
2014 © Halak Consulting, LLC
Result!
Lack of Visibility
Inconsistencies
Frustrations!
Lack of Productivity
2014 © Halak Consulting, LLC
Solution!!!
Graphics Score Card
2014 © Halak Consulting, LLC
Solution!!!
Milestones
Possibly Use Coaching ?
2014 © Halak Consulting, LLC
Solution!!!
Employee Coaching
