Optimize sales team performance with the CRM
Outcomes
✓ Use sales forecasting to predict and plan revenue
✓ Set individual and team goals with measurable targets
✓ Monitor activity with the centralized activity feed
✓ Interpret premium reports to coach and optimize performance
Required Access
Partner Center admin or sales manager access, CRM enabled
Related Docs
This lab is designed for sales managers and admins who want to move beyond individual selling and drive consistent, measurable performance across their entire team.
Step 1: Predict future revenue with sales forecasting (3 min)
Read
Accurate sales forecasts help you budget effectively and allocate resources across departments like sales, marketing, and administration. Use Vendasta's CRM to forecast future revenue and plan with confidence.
Step 2: Set individual and team goals (4 min)
Do
Forecasting sales can be daunting. With Goals, you can confidently:
- Set clear sales targets — Define measurable revenue objectives for teams and individual sales members
- Monitor trajectory — Track the trajectory of these targets over time
- Foster a data-driven culture — Set measurable revenue objectives both for teams and individual sales members
- Optimize strategies — Adjust sales strategies based on tracked performance
Step 3: Monitor sales activity to close more leads (4 min)
Do
Activity feed
Monitor sales activity to ensure your sales team is taking all the right steps to close those top quality leads with the centralized activity feed. Get an overview of what your team is up to with a stream of all sales activities, updated in real time.
Customize your feed
View, search, and filter this master list to focus in on activities by type, salesperson, Company, and more.
For instance, create a view to quickly check in on all the outbound calls your sales team has made by adding filters for activity type and call direction, selecting Create view from the view dropdown, and naming your view outbound calls.
Vendasta makes it simple to monitor progress towards goals by automatically tracking the activities that contribute to these goals as a part of your daily work.
Step 4: Track goals using premium reports (4 min)
Read
Salesperson & sales team activity target tracker
Showcases the revenue salespeople have closed in the month in comparison to their monthly targets, along with a pipeline analysis to show how to achieve revenue goals for the current month and the next.
Sales manager metrics report
Ensure you and your team are taking the actions required to move opportunities through your pipeline. Monitor things like how many emails your team is sending or how many meetings you are having compared to the activity targets you set in goals.
A sales manager sets monthly revenue goals for each rep. They use the Activity Feed to filter by "outbound calls" and see who's hitting their call targets. The Salesperson & Sales Team Activity Target Tracker shows revenue closed vs monthly targets for the current month. The Sales Manager Metrics Report reveals emails sent and meetings held vs activity targets. Based on the data, the manager adjusts coaching and reallocates resources for the next month.
Key Resources
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