Feb 24, 2020 11:25 AM
Contact pages really are more useless for managing a list of potential leads, and seeing when your last activity with a specific individual was in our work. I would be more likely to use reports/dashboards with team activity views to see how your teams are talking to people.
For our team, we are tracking on our dashboards
-Meetings (by type) per rep
-Emailed/calls per rep
-Leverage the activity feed to see a list of most recent actions.
Really unless you are trying to look at a full list of contacts and who you are discussing items with I find these dashboards and reports to be more helpful.
Feb 24, 2020 11:38 PM
We assign leads to respective SDRs and at the end of the week, we pull report for each SDR. The items that we track are basically the activities/engagement with leads and also the stages moved in a sales pipeline.
Basically, pulling reports from contacts doesn't highlight the peer to peer comparison for the SDRs.