KPIs are used as a guide to measure progress in actions and decisions taken. In Sales CRM, each action, no matter how simple it may seem, serves as a basis for information related to a customer’s purchasing behavior.
KPIs and Sales CRM Indicators [Mini Course – Lesson 4]
In this fourth and final class we will focus on the analytical part of Pcontrol
We will show you the marketing automation: why my company must have main performance indicators (KPIs) and how they directly impact your company’s results.
Points covered in Class 04 of the Mini Course on how to use Pcontrol:
- Goal Control Module
- How goal control works in Pcontrol
- How to register a new goal
- How to associate a goal with a salesperson
- Result Indicators (KPIs)
- Overview of all key Pcontrol performance indicators
- Sales Team Performance Indicator
- Indicator of interactions with negotiations
- Scheduled activities indicator
- Indicator of open deals in the sales funnel
- Won business indicator
- Lost Business Indicator
- Pcontrol Panel (Main Dashboard) Explanation
Additional Content
In addition to the greater control over deadlines and deliveries course, below is supplementary material that will help you understand and apply the course.
What are KPIs?
Key Performance Indicators are parameters to monitor the results generated in a specific period or action. They are reports that serve as accurate analysis for correct decision-making.
Pcontrol has several reports with easy-to-interpret graphs that show the path that sales strategies are following.
Read Also: What are the Main Sales KPIs?
What is a Sales Funnel?
Much more than a tool, the sales funnel, also b2b reviews as the sales pipeline, is a methodology that has existed for over 100 years and is used to determine a customer’s purchasing journey. In sales, the funnel helps organize negotiations, schedule activities, identify possible objections and also predict results.