Personalized Home Pages
Leveraging the reusable components, the Metrics framework allows you to build custom home pages for every type of user. Sellers can be kept focused on their numbers, Managers can get quantitative data for deal reviews, and executives can get insights on Sales Pipeline, Forecast Accuracy, and Sales Productivity.
As an example, see below the home page built for the seller. He can keep track of his sales quote, quickly update the opportunities, get insights on the metrics that management tracks, and how you measure up, etc.
Reducing the time spend by Salespeople has been the key requirement for many years. Salesforce has introduced a few tools and techniques that can help you automate the activity capture, integrate emails, auto-create contacts, etc. The Metric framework leverages these out-of-box features, and have also built advanced automation and integrations using Salesforce Connect, FilesConnect, External Objects, SSO, etc.
As an example, connecting with your finance system for revenue reconciliation or document management systems like SharePoint, Box, MS Drive, or Google Docs is done by a few clicks and configure steps. No custom coding, saving you time and money.
Analytics that can be integrated into Salesforce Einstein
Generating actionable insights has always been the core purpose of investing in Salesforce CRM for many companies. However, very few can do that, and that is why CFOs complain that ROI on Salesforce is low.
Metrics has built-in analytics with the ability to integrate with Einstein to:
- Score Deals and have drill-down capability to understand why a particular deal has a lower probability of closing. Explore more. (connect to Deal Maturity detail page)
- Identify which deals from the Pipeline have higher potential to close. Metrics provide a Gartner-like magic quadrant analysis of your Pipeline. Explore more (link to Pipeline Quadrant Analysis page)
- Understand Customer Engagements and leverage the best relationships to overcome objections. Explore more (Link to Bolt Connections Page
- Save time spend in Salesforce. Metrics has enhanced the Kanban that can be the one-stop place for Sellers or Service agents to get all their work done. Explore more (link to Bolt Kanban)
Capturing data and analyzing it is not useful unless you can build insightful dashboards. The dashboard needs are different for each type of user. Primarily Salesforce dashboards are driven by reports, but are they enough? The metric framework provides powerful dashboard components that can help you built dashboards without reports.
Here are a few more examples:
Gamification engages the entire team, rather than just the top performers, and helps the low performers learn and grow. The metrics framework has built-in Gamification techniques that can be used for your unique scenarios through targets/goal settings. Gamification engages sales teams and drives high-performance culture.
The below screenshots show one such implementation, where sellers were given badges, and the rankings were highlighted on management dashboards for further encouragement.