Sales Hub SalesPlan takes the path to close out of the rep’s head and gets it into the Salesforce. Opportunity Scorecards, Meeting Plans, Buying Influence Analysis and WinPlan. Benefiting the rep, sales managers, and the potential customer.
Arm sales leaders with real-time insights based on the behaviors of top performers, enabling managers to coach sellers earlier and more effectively.
Change seller behavior by more accurately predicting the methodology-backed action that will increase their odds of closing deals, leading to improved performance.
Leverage granular sales analytics to identify both winning and losing sales scenarios, so you can replicate the patterns that lead to more wins, larger deals and faster close times across your organization.
Common qualification language across your team with qualification scorecards that adapt to any methodology including Miller Heiman, MEDDIC, BANT etc.
Supports any sales qualification methodology – MEDDIC, Customer Centric Selling, BANT, Triangle Selling etc.
Multiple Opportunity Scorecards for different business lines, sales, renewals, service, regional, industries etc.
Create and track critical actions directly from the scorecard.
Fact-based, predictable forecasting by ensuring continues qualification from
opportunity to close.
Continuously Qualify Your Opportunities – Create a common language across your team with deal qualification scorecards that adapt to any methodology.
Sales leaders introduce /create Deal Scorecard templates to match their qualification methodology
Reps create new Deal Scorecards from the template for each new opportunity in Salesforce
Team members update the scorecard as they progress through the opportunity. Scores are updated in real-time and displayed in either the Sales Hub tab or within the Opportunity tab.
Group scoring questions by category to segment reports
Fully customize the weight of any scoring question
Quickly identify your blind spots with timeline and radar chart views
Assign different Deal Scorecards for separate deal types such as renewals, new business, or account upsells.
Clients providing an NPS score of 6 or below (Detractor) require a follow-up call and/or meeting to address client concerns more specifically.
Call / meeting
Notes should be documented in Salesforce by creating an activity directly from the relevant NPS form.