Order Tracking After you submit your orders, you stay informed about them by tracking their status. In the COA, load the Service Orders page to see a list of orders and their current statuses (2). You can open the Order Details page for a single order by clicking on a Service Order ID (1) in this list.
Full Answer
Should you track your sales activity in Salesforce?
If you’ve invested in Salesforce, you almost certainly want to take advantage of it by tracking your sales activity in Salesforce. Maybe this is something you’re approaching for the first time, or — and this is perhaps more likely — you tried at one point to use Salesforce for this purpose, and you’ve since begrudgingly given up.
What can you do with Salesforce?
From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything. But how do you track the time your employees spend on any of those Salesforce solutions?
How do I prepare to use Salesforce for new business?
The first step in preparing to use Salesforce for new business is getting to know and customizing the Opportunity object, as it’s the one you’ll likely be spending the most time with.
How to install time tracker in Salesforce?
Log in to your Salesforce account and go to the Salesforce AppExchange. Search for Time Tracker and click on an app of your choice. Click on Get It Now and select the environment type you want to install it in. You can choose to install it in Production or Sandbox (Test).
See more
How do I track information in Salesforce?
Set Up Tracking and Storage of Certain Data Privacy PreferencesFrom Setup, in the Quick Find box, enter Data Protection and Privacy , and then select Data Protection and Privacy.Click Edit, select or unselect Make data protection details available in records, and then click Save.
What does Salesforce track?
Using the Salesforce CRM, companies can track customer activity, market to customers, and many more services. A CRM platform helps you go deeper with all your metrics and data; you could also set up a dashboard that showcases your data visually.
Can Salesforce track sales?
Hi, Salesforce track sales Performance by: Use the performance chart on the Home page in Lightning Experience to track your sales performance or the performance of your sales team against a customizable sales goal.
What are examples of how you can measure business performance in Salesforce?
Here is the complete list of the most important Salesforce KPIs and metrics, that we will discuss in this article in every detail:Lead Response Time.Follow-Up Contact Rate.Open Pipeline Value.Open Pipeline by Product Package.Pipeline Value Forecast.Average Contract Value.Annual Contractual Value.More items...
How do I track leads in Salesforce?
To get true visibility into how your marketing is driving new leads and closing sales, you need to be able to track key lead data in Salesforce....Tracking leads in Salesforce using CampaignsAdvertising.Email.Public Relations.Partners.Referral Program.
How do I track a lead source in Salesforce?
Salesforce lets you track the source of each lead and opportunity using a built-in “Source” field....By default, Salesforce lets you to track and assign the following lead sources:Web.Phone Enquiry.Partner Referral.Partner.Public Relations.Trade Show.Word of Mouth.Employee Referral.More items...•
Does Salesforce track your location?
Location Tracking: The location tracking feature supported by the Salesforce tracking software works amazingly towards tracking the current location of the sales agents, which is a prerequisite for keeping a track of their activities.
How do you monitor sales activities?
15 Important Sales Activity Metrics to Track in 2020:Number of Leads Created. ... Number of Calls Made. ... Number of Emails Sent. ... Number of Follow Ups. ... Number of Social Media Connections. ... Number of Logged Visits. ... Number of Conversations. ... Number of Discovery Call Summaries.More items...•
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Does Salesforce have a KPI dashboard?
This dashboard is targeted at service executives and provides insight into important trends, which helps them make staffing and training decisions. Executives can also monitor performance against set key performance indicators (KPIs), which helps them refine organization goals based on past performance.
What KPIs does Salesforce use?
Here are the top 14 Salesforce KPIs to start keeping track of:Lead Response Time.Follow-Up Contact Rate.Sales Activity.Quarterly Performance.Average Contract Value.Average Sales Cycle Length.Email Open Rate.Number of Outbound Calls.More items...•
What are the three major measures for evaluating performance in a Salesforce?
Performance Test. Sales Cycle Time. Data Quality and Process Compliance.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
How many touchpoints does it take to convert a prospect into a customer?
According to Google, for low-cost products like a chocolate bar it could take as many as 20 touchpoints to convert a prospect into a customer. While high-cost products like flights could take up to 500!
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
Identifying your Sales KPIs
At some point, hopefully, you’ve sat down as a sales team and explored what the key metrics are to determine the desired level of activity of your sales team. You may have identified two, three, four or more key activities, but chances are it’s not many more than that.
How Many? It Should be Black and White
Now that the metric has been established, and the required number of times it should occur each week has been determined, you need to reinforce with every member of the sales team that this is the desired objective. So, come Friday afternoon, a salesperson and sales leader will easily be able to identify whether or not the goal was achieved.
How to Configure and Capture KPIs in Salesforce
Ok, so if you’re still here and you’ve bought into this premise that a solid KPI is an essential tool in your Sales Leader arsenal, the next piece is to determine how you are going to accurately capture this information. Hello Salesforce Activities!
Tracking Your KPIs with Salesforce Activity Reports
So far so good, right? Ok, so now it’s time to put together a report your Sales Leaders will love. Pretty straightforward stuff actually. Create a New Report using the Activities Report Type. Go with the top option, Tasks and Events. Remember, Log a Call and New Task are both “Tasks” to Salesforce.
Micro-managing, or Managing?
I meet an incredible number of Sales Leaders that are averse to managing their teams this way. They feel that is too intrusive, or too granular and claim that it is micro-managing their team. I’ve heard Sales Leaders claim that they have a senior sales staff that really won’t adapt to this level of management style.
Get Your Sales Teams to Embrace Salesforce
We’ll show your sales people how they can become more productive with Salesforce.
Can you deploy a picklist?
Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option to drill down into their particular team.
Do sales reps log activities?
Other sales reps aren’t logging any activities. The central team appears to have landed on some approaches that work. These kinds of insights serve as a great blueprint for other sales teams. After your sales team logs activities for a month or two, analyze the patterns, and see if any indicators of success emerge.
Conversion
Opportunity Stage
- The first field to consider is Opportunity Stage. If customized correctly, this field will give you a ton of insight into what’s happening with a particular sale. You’ll know where this opportunity is in the sales process, what the probability of the sale is, and the next step in the process. And perhaps most importantly, you can use this field to create reports and dashboard components that will s…
Opportunity Type
- The second question we need to ask is “what do you sell?” Do you have multiple offerings or services that your customers are buying? Do you want to be able to report on what you’re selling most frequently, or what exactly a certain customer has purchased? This is usually best tracked through the Opportunity Type picklist, which can also be updated to match your business model …
Contact Roles
- A Contact Role defines the part that a contact plays in a specific account or opportunity, so you should use contact roles to keep track of who you are working with on a particular deal. Often, the primary contact will be the lead who originally contacted you about the opportunity. However, you can add multiple contact roles to an opportunity and designate their relationship to that opportu…
Primary Campaign Source
- The last field I would recommend updating on your opportunity records is Primary Campaign Source. If you’re following our advice, you’re tracking all your higher-level marketing touchpoints using Salesforce’s campaign functionality. If you’re not using campaigns, my blog post next month will go into greater detail about them. You can also find some general information about …
Other Fields
- Those are all the really important standard fields to pay attention to on the opportunity record. There are other fields that come standard on the Opportunity object that you might find helpful to use, like Next Step or Description, but that’s up to you. You also might have other things you want to track, and in that case, the sky’s the limit. You have the ability to add any sort of custom field …
Pulling It All Together with A Dashboard
- The dashboard is where all the work you’ve done to customize your opportunity object, as well as your commitment to tracking your sales process in Salesforce, will pay off. Here’s a screenshot of the Newfangled dashboard as it exists today. This is dummy data, obviously, but the components are the same. From here, Mark can click on any of these opportunity names and be taken directl…