If you’re reading this right now, you’re already aware that one of the best ways to ensure people make the best decisions is to analyze the right data–ideally with the right systems in place.
This holds especially true for your sales team. Every day, they’re relying on the customer data they have to generate more sales. Some might say they practically live in Salesforce.
From deciding who to contact when, through phone, email or in-person, planning a data-driven strategy is crucial to closing the deal. With this in mind,
But first, let us consider the bigger picture: How can your team gain more sales from better use of data?
Today, we’re sharing 3 ways quality Salesforce data visualization and reporting can take your sales numbers to a new high.
Discover more sales opportunities
While every company is unique, there is one goal most of us share. The goal to generate, identify and close more sales opportunities is always the same. Unfortunately, this isn’t always easy to achieve.
Sales teams already know opportunities can range anywhere from warm to firm before the contract is finally signed. As your deal progresses, consider trends of actions being taken by your prospect.
In Salesforce, sales opportunities travel through a series of stages linked to actions performed. By analyzing this data and better visualizing it, we can uncover who holds the cards in the negotiation and how to create more similar sales opportunities that will close.
Here’s what the sales stages look like:
What will bring you more sales opportunities is not necessarily sticking to assessing these sales stages. It’s getting together with your sales team and determining what YOUR sales process really is.
Are there custom sales stages that aren’t included in Salesforce? Knowledge specific to the sales cycle in your industry that’s far from generic? If so, determining this, collecting the data and analyzing it will take you to the next level.
Having this specific information pertaining to your industry helps you better understand how to qualify warmer leads. Effectively driving better quality and possibly more sales opportunities into your sales funnel.
Reduce customer churn
It remains an open secret for many companies that delivering flawless customer experiences is vital to reducing customer churn as they tend to overlook this as part of the customer journey.
Instead, focusing the majority of time and resources on growing sales.
Bill Rinehart, CEO
Bill is right.
But what we need to note here is what is the customer experience your customers want? After all, your customers are not the same as Bill’s.
Start by taking data from your Salesforce CRM and track the unique needs of your customers. This way, over time, you’ll be able to customize experiences and optimized ways to deliver customer support.
For instance, your customers may prefer support via email rather than in-app messages. But who is to uncover this information without taking the time to track and assess the trend?
Visualize with dashboards
After all this talk about analyzing your Salesforce data, wouldn’t it be nice if there were a way to communicate this information? This is where reporting comes in.
The best reports should help you make good decisions. But sometimes you need a quick and easy way to communicate it all to your team or manager.
Enter visual dashboards and reporting.
At Kloudio, we’ve seen the value of easy to use report builders that help companies visualize data. Of course, that’s mantra we’ve been optimizing our platform under.
When integrated with Salesforce, dashboards and the underlying report generated will help you get your insights at-a-glance instantly.
This is especially useful for engaging an audience on different devices in meetings. Enjoy the easy of summarizing and displaying your Salesforce data visually.
When leveraged appropriately, sales data can help power your company’s customer relations and drive sales growth.
As businesses of all sizes are diving deeper into connecting sales data with the right decision-makers, automating the reporting process will prove to be crucial to drive efficiency.
Does your sales team currently use Salesforce? If so, then give Kloudio a try.