Meet Ryan
Ryan is a busy guy. He manages a team of sales reps covering a large territory and the tasks involved are exponential. He needs to monitor the performance of individual sales reps, roll that data up to the team level, and then push those results forward—all while forecasting future sales. Phew!
There’s little that Salesforce can’t do—especially when you have our deep expertise in mining and customizing the rich flow of CRM data that Salesforce provides. Now Ryan has exactly the information he needs delivered automatically as an emailed report. It’s Ryan’s choice. Daily, weekly, monthly, and even quarterly reports. It didn’t surprise us that he wanted them all.
There’s a well-rested Ryan seen walking through his organization’s hallways now that we’ve set up specific workflows and alerts that remind him and his team when a potential opportunity is at risk. What Ryan didn’t expect is that we also were able to use the data provided by Salesforce to give him a heads-up when these same leads are ready to convert into opportunities.
Ryan understands that the true role of a sales manager is to remove the obstacles that prevent his team from uncovering more opportunities, getting in front of more prospects, and closing more deals. With our help, Ryan accomplishes this with more efficiency than he ever thought was possible.
Be more like Ryan.