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Jesse
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Member since ‎Jan 10, 2017
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Jesse on August 30, 2019
Tracking a BDRs performance
My sales department just recently added an entry-level BDR to perform some outbound cold-calls. As soon as they have drummed up some interest from a call, our current process is that he change the contact's lifecycle stage to 'SQL' and then change t read more
Reply Discussion Sales Team Productivity
0 upvote
3 Replies
Solved
Jesse on August 30, 2019
How to track a BDR's performance when they are handing off leads?
My sales department just recently added an entry-level BDR to perform some outbound cold-calls. As soon as they have drummed up some interest from a call, our current process is that he change the contact's lifecycle stage to 'SQL' and then change t read more
Reply Discussion How To
0 upvote
1 Reply
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
Jesse
Participant
October 25, 2018
I upvoted this idea because the snippet length completely hinders us when it comes to quotes. The text window for " purchase terms" allows you to use...read more
Nick on January 09, 2017
Set company goals (quotas)
Hello, It would be great to set a quotas on the dashboard that is for the entire organisation. At this moment quotas will need to be set by each individual person and cannot be set on a company level. Being able to set goals on a company level read more
Reply Idea Sales Reporting
64 upvotes
30 Replies
Jesse
Participant
July 26, 2018
I want to add my support to this feature: being able to see a quota separate from any indivuisual reps performance would be an incredibly useful tool...read more
Mayayo on July 03, 2017
Disable default closed date on deal/company/contact level
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
Reply Idea Deals Sales Reporting
194 upvotes
60 Replies
Jesse
Participant
January 30, 2018
I gotta lend my voice to the need for this feature. It also just doesn't make sense regardless of how long someone's average sale cycle is: if a deal...read more
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