Track your sales objectives in your CRM
Every day, you rely on your CRM to manage sales opportunities. Now, take it a step further by defining clear business goals and tracking your progress consistently throughout the year.
For sales reps
Sales representatives can greatly benefit from tracking their goals directly in the CRM. Linked to sales opportunities, these objectives offer actionable insights into performance. By monitoring progress monthly or annually, you’ll gain better visibility, stay motivated, and consistently work toward your targets.
- Track your monthly objectives
- Track your annual objectives
- Monitor progress with objective performance reports
For managers
For managers, analyzing team performance is a daily challenge. Your CRM becomes an invaluable tool, simplifying the process of managing individual and team goals. Integrated with sales opportunities, objectives provide precise performance data, enabling you to stay on top of your team’s achievements.
- Set individual sales objectives
- Monitor progress toward goals
- Analyze goal achievement vs. performance metrics
Sales objectives: a tool to drive performance
Sales objectives are a powerful feature in your CRM, designed to help you plan, track, and make data-driven decisions all year long. By centralizing data and providing a clear overview, this functionality boosts performance and helps you unlock the full potential of your CRM for even greater results.
