Deciding on whether a sales person is successful because they have better selling skills or work ethic versus they just have a great territory can be a challenge. The opposite is also true, are they not making it because the territory just stinks? We teamed up with Tom Callinan to create this report using the assumptions he presents in his training seminars. Also knowing how many territories you should have is important. Too few and the reps have it easy just waiting for prospects to call in, too many and you're facing a turnover issue as reps struggle to meet quota. This report assumes one rep is in charge of the equipment at a customer. Multiple reps per account based on business type is not applicable to this report.
ID # | Description | Notes | Required |
---|---|---|---|
ID295 | Model Mapping and Key Services App | Yes | |
ID320 | Where do you keep sales rep info, CRM or eAuto | Sales Rep Mapping | Yes |
ID906 | HouseKeeping SQL Reporting Services Implemented | Yes | |
ID157 | Mark Equipment Inactive | No | |
ID923 | Contract MIF Analysis | No | |
ID334 | HouseKeeping CEOJuice Background Tables | Yes | |
ID947 | Daily Housekeeping Tasks | Yes |
Juice Agent - Powered by GPT4 and augmented with everything we know