By setting up Activity Based Key Performace Indicators the sales team is measured by the data they put into Exsalerate and can be rewarded for performance.
KPIs are an important way to ensure your teams are supporting the overall goals of the company:
Here are some examples:
Calls – arguably the most popular activity-based KPI. The number of calls a rep has with leads/prospects or even customers daily, weekly, or monthly
Emails – Same as calls, the number of emails a rep sends out can often indicate sales performance or a lack thereof.
Meetings Booked & Executed – There should be specific meetings happening at each stage of the sales process. Tracking these activities enables you to understand the velocity of your sales pipeline
Now you've defined the key performance indicators for your team it's time to map these to each role within your business
Map the KPIs to the Roles within your team (you assign roles to your team via manage users)
Assigning a role to a user:
Once you have assigned roles for users and mapped the relevant KPI's it's now time to map these to specific activities
Click to set up activities
These are the activities that need to be performed to fulfill the expectations of each of the roles:
A KPI such as cold calls can relate to a variety of activities in your specific sales process, simply click to add more KPIs and associated activities as required
Now you've mapped Activities to KPI's you are ready to set KPI Activity Targets for each of your team