Short promotional video describing an Account Executive (AE) dashboard for Sales Cloud that provides a real-time, consolidated report of AE performance, account statuses, and progress toward goals. The dashboard is presented as a tool to keep AEs engaged with the CRM and to allow managers visibility into team performance.
Chapters
Hey everybody, how are you? You know, that's sort of an interesting question. How are you? If you think about it, we're sort of asking for a real time report, so it'd be pretty unusual if they answered something like, well, I don't know, I was good about three months ago. What if you could give account executives on your sales team a way to answer the business performance equivalent of how are you? Without having to sift through and collect a bunch of information? What if they could see the status of all of their accounts in one place and in real time? Oh, and you, as their manager, you could see it too. The AE dashboard is what we're talking about. Imagine a real time report on AE performance, organization and progress towards their goals. This dashboard is one of the most important weapons in any AES arsenal because it motivates AES to live in their CRM. If you want to find out how AE can keep your sales team feeling good, check out the links in the description.