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What2Know Reporting

All The Details To See!

Reporting that tracks and analyzes sales activities to discover what is working throughout the sales and marketing process - What2Know™

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What Makes What2Know Reporting Different?

Account Details

Detailed interactions for the selected time period for the Target Account

Sales Talking Points

Managers can see if their reps are following the recommended sales strategies

Touch Point Recency & Frequency

Insightful view of all sales activities on key accounts

Plus 20+ additional reports that cover everything from Sales Rep Comparisons, Account Engagement and so many more!

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Let's dive Deeper into the Products

Account Details Report

Account Details

This report shows the detailed interactions for the selected time period for the Target Account. Sales Managers can see which sales rep is interacting with each Contact, what was discussed, and how much time has been spent with this Contact, rolled up into the total Sales Rep time invested in target account selling.

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Sales Talking Points

Sales Managers can see if Reps are following the recommended sales strategies on each sales call. The metrics in this report give the Sales Manager an objective view of the sales activities, scripts or approaches that are producing results so that these approaches can be shared with the entire sales team.

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Talking Point Insight Report
Sales Efforts Report

Touch Point Recency & Frequency

A clear and insightful view off all the sales activities on your key accounts: ​
Sales Managers can quickly see how their Sales Reps are balancing their time between all the Contacts at their assigned Accounts, i.e. are they spending too much time on a few accounts and ignoring others.

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Practices Builder

Our Best Practices Builder and Best Practices Validator allows teams to take the guesswork out of what is producing the best results and look at the behaviors that are closing the most deals.

Best Practice Builder SS

Best Practices Builder

  • Start by selecting your contact list
  • Create a New Model Name
  • Select an Existing Model to Edit
  • Edit the Model
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Best Practices Model Validator

  • Start by selecting your contact list
  • Select the Model Name previously created
  • The top of the Model will display Reporting Values
  • The bottom will display a graph of the values
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Best Practices Validator SS

These Tools Are not available in your current
CRM or Sales Cadence products!

Find out what makes us a valuable plug-in to your current technology stack!

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