Not all sales activities are created equal. Seeing that you’ve made 300 calls in a month, or had 100 meetings, is great --- but it doesn’t tell the whole story. Were they all introductory calls? Demos? Closing calls? Meetings to negotiate pricing and discounts?
Optimizing your process is all about getting specific with where your team is spending its time.
With today’s update, create custom types for your calls and meetings, set a type for each activity as you log it, and report on your activity types over time.
With the update, call/meeting type is now represented in two pre-built reports within the report library, and can also be used to build custom reports.
The two pre-built reports look like this, and live under "Prospecting:"
In addition to the pre-baked reports, Reporting Add-on or Sales Professional users can create custom reports using the Call/Meeting Type data.