Assign your sales team roles (as many as you need) each role gets assigned relevant activity-based KPIs to meet within a specific time frame.
By setting up activity-based KPIs the sales team is measured by the data they put into Exsalerate and can be rewarded for performance
Role Mapping Example:
Activity to KPI role mapping for Business Development Manager:
KPI Role Set Up:
Roles have nothing to do with user permissions or access levels - they are simply for you to set activity-based targets for each team member
Add as many roles as you require
KPI Set Up
Specify the Key Performance Indicators to suit the sales roles within your business
Add as many KPI's as you require
Now you've defined the key performance indicators for your team it's time to map these to each role within your business
KPI's to Roles Set Up
Now map the KPIs to the roles within your team
It's time to set up the types of activities your team will undertake to meet their KPI's click here for how to do this
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