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Sales Management - Key performance metrics from your CRM

Sales Management - Key performance metrics from your CRM

Many of our clients are SME businesses where there isn’t a dedicated sales manager or person with sole responsibility for leading and managing the day to day sales activities. As we set up Salesforce CRM in these organisations it’s common to see our customers struggle with moving from their old position of having little information on sales and sales activity, to have so much data that they don’t understand how to make use of it. 

Here are some key metrics that should be the starting point for most organisations. If you can get to grips with these reports, you can then add more metrics that are specific to your company or sales challenges. These reports can easily be created in your Salesforce CRM.

How to run a data-based sales meeting with Salesforce

How to run a data-based sales meeting with Salesforce

Managing sales meetings as a Salesforce company means that how you run these meetings will be different to how other sales managers (that don’t have real-time information at their fingertips in the CRM) run theirs. With so much data in the CRM, this article explores the specific ways that you can leverage this data for more effective meetings and more profitable sales.

Is it time for a security audit of your CRM data?

Is it time for a security audit of your CRM data?

At Tenacre we look at Salesforce data from the perspectives of

  • Data security (how safe is it)

  • Business Continuity (how quickly can we recover from losing a key staff member)

  • Usability (how easy is it for people to use data as they need it)

Data has massive value in any company, particularly a business that’s a Salesforce user. All the rich CRM data holds valuable information on your customers, prospects, pricing, and the history of your sales reps calls, meetings, and notes. This is why Salesforce has provided such as a comprehensive set of security options for your CRM, to keep your data safe. But have these security settings been set up, and is your data safe?

The dramatic impact on sales when response times to inquiries are shortened.

The dramatic impact on sales when response times to inquiries are shortened.

According to this Harvard Business Review article, the average time it takes for companies to respond to an online submitted inquiry is 42 hours. The article goes on to say that leads that are followed up in less than one hour are seven times more likely to qualify than if they followed up in one to two hours.

The bottom line is that speed matters in sales.

As a Salesforce customer there are numerous specific things that you can do to have your inbound leads responded to in less than 60 minutes.