Nerdwise Unveils New Reporting to Track and Optimize Sales Activities and Pipeline
Move over marketing data, sales activity tracking has arrived.
Nerdwise has just released a major upgrade to our reporting and sales activity tracking capabilities. These new features will benefit reps and team leaders alike.
From a single dashboard, clients can:
Measure and track sales activities across teams
Analyze outreach performance, scored leads, follow-through calls etc.
Review individual and team campaign performance (open, reply rates etc.)
Identify top-performers and which sales activities drive the best results
We’ve also updated weekly digest emails with a aggregate statistics to keep prospecting and key sales activities top-of-mind. Full details below.
Measure and track prospecting activities
Measuring and tracking prospecting activity has never been easier.
In just a few clicks you can choose which sales activity data points you want to view and compare. Monitor your sales outreach ramp up and watch scored leads increase over time. Compare this past week, month, year, or any custom range.
And if your boss asks how your calls are going, export your report and let the numbers speak for themselves.
Analyze Sales Outreach Performance
The big question - How is your sales outreach actually performing?
Now you can review outreach volumes and performance for individuals and team within the reporting page. Know your open rates, response rates and even types and quality of responses, how many responses they’ve generated, and even the type of response. Admins may toggle between a full overview of all campaigns, or analyze one specific campaign at any time.
Discover Patterns and Opportunities
Discover pattens in your prospecting activities that impact pipeline and deal flow. Sales leaders and individuals can get a clear view into which activities and activity levels drive the best results.
We’ve given you control of your data and how it’s displayed. Select any date range to view outreach, engagement, scored lead, sales call volume and more. The same functionality is available for campaign tracking as well.
Updated Weekly Digests
No time to analyze your data? Now there’s a little reminder within your Weekly Digest Emails including a snapshot of the past months performance - Straight from your reporting page.
You also have the option to jump right to your reporting for a deeper view or to begin engaging qualified prospects.
Team View for Admins
Team leads, marketing management and CEO’s, this feature is for you.
How is your outreach looking at large? How many calls is your team making? These questions and more are answered with Team View.
You now have an overview of your entire team's data including: total prospects reached, prospects engaged, opens, clicks, scored leads, top engaged leads, and of course calls made. To top it off you have a full leader board to compare individual rep performance. Welcome to full transparency across the board.
What this means for you
We’re enabling sales pros and leaders with a data-driven approach to optimizing their sales outreach, prospecting and sales activities. These key insights into what's working, and who’s working will make it easier to dial-up, dial-down and change direction to get us closer to our sales goals.
