Please provide a way to adjust the monthly goals for sales agents. The ability to change the goal would allow us to have consistency across the board when it comes to our Sales Agents
Done available under sales agents top button Team Goals.
Robert Davis
•
Jul 2
This is very helpful, thank you. However, I realize now that I could have better articulated my specific requirements regarding goal settings.
While the ability to adjust team goals on a global level is a great feature, I am looking for a way to set individual goals for each agent. This would allow us to assign loftier targets to certain team members based on their specific experience and job titles.
Additionally, regarding SI reports, it would be beneficial if the system could automatically disable the ability to run new reports once a set limit has been reached. Implementing this restriction would be a significant help in managing our operational costs.
I have my team using Sales Intelligence daily, but as I have mentioned previously, it would be extremely helpful if I could gain access to the area where I can manually set the Monthly goals for each agent, as well as the weekly goals for SI Reports generated.
These two areas, in their current status, are very prohibitive, as outlined in the Loom video below:
Lastly, I have submitted a few use cases for why a dedicated URL for each Sales Agent is important. This helps with tracking which prospects are selecting to either schedule a demo or speak directly to the person who sent out the report. This function already exists within the Self-Serve Lead Capture form.
Can we please have a way of setting the number of reports that each agent has for their goals? As well, can there be a way to set a max limit on how many reports can be generated for each Sales Agent?
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Comments4
mannie@embedmyreviews.com
Jul 1
PinnedDone available under sales agents top button Team Goals.
Robert Davis
Jul 2
This is very helpful, thank you. However, I realize now that I could have better articulated my specific requirements regarding goal settings.
While the ability to adjust team goals on a global level is a great feature, I am looking for a way to set individual goals for each agent. This would allow us to assign loftier targets to certain team members based on their specific experience and job titles.
Additionally, regarding SI reports, it would be beneficial if the system could automatically disable the ability to run new reports once a set limit has been reached. Implementing this restriction would be a significant help in managing our operational costs.
I will formally submit this as a FR.
Review Pulse 360
Jul 1
•Merged request
Sales Intelligence Platform
Hello,
I have my team using Sales Intelligence daily, but as I have mentioned previously, it would be extremely helpful if I could gain access to the area where I can manually set the Monthly goals for each agent, as well as the weekly goals for SI Reports generated.
These two areas, in their current status, are very prohibitive, as outlined in the Loom video below:
https://www.loom.com/share/1b8281a0f5fd4acaa4c089dc4db7d0ee
Lastly, I have submitted a few use cases for why a dedicated URL for each Sales Agent is important. This helps with tracking which prospects are selecting to either schedule a demo or speak directly to the person who sent out the report. This function already exists within the Self-Serve Lead Capture form.
Review Pulse 360
Jul 1
•Merged request
Sales Intelligence
Can we please have a way of setting the number of reports that each agent has for their goals? As well, can there be a way to set a max limit on how many reports can be generated for each Sales Agent?