I'm used to manually gathering data about rep performance and manipulating it in Excel. The SQL Track along with my mentor helped me create a dashboard that automatically updates and shows me patterns in rep success or failure.

Allison Robideaux
Senior Partner Success Representative

Jane

  • Santa Cruz, CA
  • 100 - 500 employees
  • Software

Allison Robideaux

Save Time Using Automation to Measure Sales Rep Performance

The Problem:

Allison is on the Jane sales team, and is responsible for tracking the performance of sales reps and determining why they are succeeding or failing.

Before Enki, data about rep performance had to be gathered individually from the CRM, then manipulated and visualized in Excel.

Enki’s Solution:

Using the skills she learned from Enki's SQL Track, Allison built a dashboard that gathers data and shows her patterns in what activities are associated with reps succeeding or failing.

Instead of manually gathering the information, it's now automatically updated on her dashboard to show her which reps need attention, and the larger activity patterns associated with success or failure.

The Results:

This automation has provided better insights about the sales team, and saved Allison 3 hours a week that would have been otherwise spent manually measuring performance.

This helps her make better decisions and works out to $3,700 in lost time being saved every year.

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