What2Know™

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

INTEGRATES WITH INDUSTRY LEADING SOLUTIONS

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What Makes What2Know Reporting Different?

Account Engagement Report

Quantify the exact time and effort it took to achieve specific results

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

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Company Wide Sales Analytics With Robust Features

Allows sales reps, management and marketing to see what is working in the sales process through robust analytics

- Reps can easily determine what topics they’ve covered and how deep they’ve gone on those topics with each contact.
- Account Engagement Reports quantify the exact time and effort it took to achieve specific results.
- Review specific actions and tools that contributed to success (or failure) during the sales cycle.
- Sales Managers can scan activity details and summary reports and drill down into the individual Story So Far on a prospect-by-prospect basis.
- Review touchpoints and conversations of individual reps for signs of problems and signs of success
- Adjust account strategies and design new campaigns.
- Seamless integration into current CRM enhances current reports through capture of additional (and critical) data.

Account Engagement Report

Sales Managers can verify that the Sales Process is being followed for the selected target account and can replicate sales best practices across the sales team.

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.

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.

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.