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Post by account_disabled on Feb 18, 2024 21:41:03 GMT -6
demonstrate how they use SFA tools . Of course, it is also important that the system is easy to use , so that salespeople themselves find it convenient and well thought out while using it . is input by sales personnel on a daily basis . When choosing an SFA tool , be sure to consider whether the product has a good user interface . Setting and measuring KPIs To effectively utilize SFA , it is important to set KPIs that serve as indicators for visualization . KPI is an indicator for evaluating the degree of goal achievement .
In the case of sales , the targets include the number of visits, closing rate, number of business deals, and average price per customer . When setting KPIs , first gather current latestdatabase.com figures such as monthly sales targets, prices of products to be sold , percentage of appointments made through calls , percentage of contracts closed from visits , etc., and then calculate backwards from there . . For example, if your monthly sales target is 100 million yen, you have 10 salespeople , the unit price of each product you sell is 2 million yen, and your conversion rate from visits is 20 , the number of products you should sell per month is 50.
Since the closing rate is 20, you need 250 potential customers , and the goal is 25 visits per salesperson . By setting KPIs , the actions to be taken are clarified, the process to achieve the goals can be visualized, and the motivation and ability of the entire organization can be improved by sharing goals . In order to achieve the set KPIs , it is important to accurately check progress . With the SFA tool, you can check not only the closing amount on the dashboard , but also whether the number of opportunities listed in the forecast has increased or decreased . Also, during one-on-one meetings
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