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World class metrics (Ideas: (Gamification element like on LinkedIn - top…
World class metrics
Ideas:
Gamification element like on LinkedIn - top user in green colour, hint to do the next task
Log an activity: Timeline for client: log a phone conversation, log a face to face, log a meeting
How to move form just pipline building/prospecting tool to opportunity management? Favourite tab: 10 pople within account with timeline and activity?
Bucketing people - this is all people I want to sale to, detractors
Create your own visual tool/map: put people in buckets, this is all people I want to sell to, marketing would appeciate that, it creates list, easy to invite them to the events
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Inspirations:
Gainsight: customer success content they deliver, CS academy, check out their products (Charley bring the booooook!)
Follow: Dan Steinman, Nick Mehta, Easton Taylor
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Question to ask during Sales/CS interviews: how long does the account planning take you/your team? for new account vs strategic account? we will