ºÝºÝߣshows by User: KristaCaldwell / http://www.slideshare.net/images/logo.gif ºÝºÝߣshows by User: KristaCaldwell / Wed, 10 Jun 2015 21:30:34 GMT ºÝºÝߣShare feed for ºÝºÝߣshows by User: KristaCaldwell Sales Operations Leaders Meetup: Salesforce Best Practices for Administering Reports & Dashboards /slideshow/sfdc-may-28-all-slides/49241635 sfdcmay28allslides-150610213034-lva1-app6892
Some of What we covered (in order): - Why Reporting Problem #1 is Duplication and how to prevent it - The power of lead history tracking and how to turn it on - How to scale Sales Operations and when to hire a Sales Operations Analyst - Powerful Dashboard sample: Last Month Dashboard - Leverage ‘roles' to keep dashboards clean - Automatically refresh dashboard monthly and send to SDR Manager + CEO - How to motivate reps and increase transparency with live dashboards displayed in the office - How to improve consistent Data Input by owning your entire process & playbook - Powerful report sample: Account Penetration Report - Are you consistently reaching out to active accounts, or dropping the ball anywhere? - What are the most important KPI's to report on for achieving scale and improving your whole team - What are key Best Practices from the best SDR teams - Why you can only capture impactful data when you ‘close the loop’ on SDR to AE handoff - Powerful Dashboard Sample: Customer reference dashboard - If you already have a lot of customers (a couple thousand customers), how can you make it easier for reps to reference relevant customers? - Where to learn the nuts and bolts of SalesForce? See the recorded video at: http://bit.ly/1Tc6qaT]]>
Some of What we covered (in order): - Why Reporting Problem #1 is Duplication and how to prevent it - The power of lead history tracking and how to turn it on - How to scale Sales Operations and when to hire a Sales Operations Analyst - Powerful Dashboard sample: Last Month Dashboard - Leverage ‘roles' to keep dashboards clean - Automatically refresh dashboard monthly and send to SDR Manager + CEO - How to motivate reps and increase transparency with live dashboards displayed in the office - How to improve consistent Data Input by owning your entire process & playbook - Powerful report sample: Account Penetration Report - Are you consistently reaching out to active accounts, or dropping the ball anywhere? - What are the most important KPI's to report on for achieving scale and improving your whole team - What are key Best Practices from the best SDR teams - Why you can only capture impactful data when you ‘close the loop’ on SDR to AE handoff - Powerful Dashboard Sample: Customer reference dashboard - If you already have a lot of customers (a couple thousand customers), how can you make it easier for reps to reference relevant customers? - Where to learn the nuts and bolts of SalesForce? See the recorded video at: http://bit.ly/1Tc6qaT]]> Wed, 10 Jun 2015 21:30:34 GMT /slideshow/sfdc-may-28-all-slides/49241635 KristaCaldwell@slideshare.net(KristaCaldwell) Sales Operations Leaders Meetup: Salesforce Best Practices for Administering Reports & Dashboards KristaCaldwell Some of What we covered (in order): - Why Reporting Problem #1 is Duplication and how to prevent it - The power of lead history tracking and how to turn it on - How to scale Sales Operations and when to hire a Sales Operations Analyst - Powerful Dashboard sample: Last Month Dashboard - Leverage ‘roles' to keep dashboards clean - Automatically refresh dashboard monthly and send to SDR Manager + CEO - How to motivate reps and increase transparency with live dashboards displayed in the office - How to improve consistent Data Input by owning your entire process & playbook - Powerful report sample: Account Penetration Report - Are you consistently reaching out to active accounts, or dropping the ball anywhere? - What are the most important KPI's to report on for achieving scale and improving your whole team - What are key Best Practices from the best SDR teams - Why you can only capture impactful data when you ‘close the loop’ on SDR to AE handoff - Powerful Dashboard Sample: Customer reference dashboard - If you already have a lot of customers (a couple thousand customers), how can you make it easier for reps to reference relevant customers? - Where to learn the nuts and bolts of SalesForce? See the recorded video at: http://bit.ly/1Tc6qaT <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/sfdcmay28allslides-150610213034-lva1-app6892-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Some of What we covered (in order): - Why Reporting Problem #1 is Duplication and how to prevent it - The power of lead history tracking and how to turn it on - How to scale Sales Operations and when to hire a Sales Operations Analyst - Powerful Dashboard sample: Last Month Dashboard - Leverage ‘roles&#39; to keep dashboards clean - Automatically refresh dashboard monthly and send to SDR Manager + CEO - How to motivate reps and increase transparency with live dashboards displayed in the office - How to improve consistent Data Input by owning your entire process &amp; playbook - Powerful report sample: Account Penetration Report - Are you consistently reaching out to active accounts, or dropping the ball anywhere? - What are the most important KPI&#39;s to report on for achieving scale and improving your whole team - What are key Best Practices from the best SDR teams - Why you can only capture impactful data when you ‘close the loop’ on SDR to AE handoff - Powerful Dashboard Sample: Customer reference dashboard - If you already have a lot of customers (a couple thousand customers), how can you make it easier for reps to reference relevant customers? - Where to learn the nuts and bolts of SalesForce? See the recorded video at: http://bit.ly/1Tc6qaT
Sales Operations Leaders Meetup: Salesforce Best Practices for Administering Reports & Dashboards from Krista Caldwell
]]> 1101 1 https://cdn.slidesharecdn.com/ss_thumbnails/sfdcmay28allslides-150610213034-lva1-app6892-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 https://cdn.slidesharecdn.com/profile-photo-KristaCaldwell-48x48.jpg?cb=1529089362 Sales Development Lead at Tulip Retail Passionate about helping Sales Development Managers achieve Salesforce Admin bliss. Blogging/curating solutions at freshsalesops.com freshsalesops.com