Increasing Sales Performance

Focusing on wrong tasks.

People by the very nature prioritise tasks based on what they feel most comfortable with. Keeping lists simple by priority helps complete actions.

Dashboards & Reports are not helping.

You probably have dashboard and reports along with sending weekly email reminders. Keep it simple in Salesforce for sales to manage tasks.

Sales teams under performing.

The effects of low activity or not focusing on the correct task can lead to targets not being achieved.

How can Trigerz help?

Trigerz helps sales reps stay on top of their key tasks by using insights which lead to actions, making it simple for all to understand what needs to be done and when! 

Notification That Drive Actions

  • Manage and priorities actions in Salesforce
  • Build sale cadences for teams to easily follow up
  • Mitigate performance risks

Simple notification and task lists help teams drive best practice or focus on activities that produce the greatest results. Sales people tend to focus on tasks and activities they feel most comfortable with. Customise these easily to raise the bar each time the team begin to perform.

Trigerz Salesforce Task Lists

Salesforce Chatter Just Became Intuitive

  • Actions for reps to follow up
  • Celebrate success and share win stories
  • Provide automated coaching on opportunities

Celebrate success on wins to replicate success and highlight risks to prompt actions. Chatter is a powerful tool when you add a coaching framework behind it so users can quickly understand how to review deals or remove risks. 

Sales Coaching,

360 Activity Visibility

  • Understand activities that lead to results
  • No more searching around for email threads
  • Identify risk in accounts, opportunities and contacts

Clear view of all activities from account level down to the contact. Monitor renewals, QBRs, Meetings for your 121’s, this panel helps visualize how opportunities are progressing in a simple timeline view.

Trigers Salesforce Activity

Record Health Status

  • Drive record behaviours that improve visibility
  • Improve data integrity
  • Highlight records at risk with RAG status

Data integrity is the heart of all accurate reporting, set the rules on what matters most. Helping teams keep records clean along with focusing their attention on what can help close opportunities faster or reduce account churn.

Salesforce, Health Status, Record

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