Your advisers speak with customers, but fewer conversations lead to sales.
Compare call activity and conversion. Use the difference to choose a coaching topic.
Discuss it with the team and follow the next period.
For Sales leaders
See sales conversations, conversion and progress towards your target together. Know what to discuss with the team and where to focus next.

Example integrations
Explore all integrationsExample tools, not requirements. Available data depends on your setup.
Your sales focus
Calls and sales conversations beside the results they produce.
Check whether more activity is also leading to more sales.
The share of agreed conversations or opportunities that become sales.
Use a drop in conversion to start a specific coaching conversation.
Sales revenue against your target for the chosen period.
Show the team how far it has come and agree the next priority.
Examples only. Measures and targets depend on your connected data and setup.
In your industry
Your advisers speak with customers, but fewer conversations lead to sales.
Compare call activity and conversion. Use the difference to choose a coaching topic.
Discuss it with the team and follow the next period.
The team makes many calls but is not moving towards its sales goal as expected.
Compare conversations, conversion and sales before deciding what to change.
Choose one improvement and check whether it helps.
The team only sees its sales results at the end of the month.
Show progress during the week so the team knows how far it has to go.
Use a short team meeting to agree the next focus.
One connected platform
See sales activity and results together.
Help the team follow and celebrate progress towards a goal.
Use results to prepare useful coaching conversations.
Coming soon