As a Sales or Operations leader, deploying your new sales qualification methodology as Fields in Salesforce on the Opportunity is tempting. On paper, this approach is a quick and easy configuration change. So why does adding fields to track your methodology fail? And why is it so hard to measure the success of your sales methodology?
There’s a better way and it starts with Opportunity Scorecards from People.ai. With this playbook, you’ll learn how to:
- Configure the correct deal size and complexity to the scorecard
- Understand gaps and potential deal risk
- Seamlessly make multiple revisions to a scorecard template
- Easily report on scorecard metrics alongside opportunity engagement
People.ai Opportunity Scorecards don’t replace your sales methodology. They help make your sales methodology work for you by offering flexible customization, unprecedented visibility into each opportunity, easy risk mitigation, and customized reporting capabilities. Use Opportunity Scorecards directly inside your CRM to correlate measurable scores with sales activity to ensure consistent, efficient processes and increased pipeline conversion.
Read the playbook to learn more