Fielo RevOps is a Salesforce tool that tracks sales execution through weighted activity plans and automated alerts. Reps see their accounts, tasks, and leaderboards in Salesforce. Managers get alerts when accounts are neglected and can view dashboards by territory and rep.
Fiala RevOps allows you to define, track, analyze, and remediate sales execution across your revenue organization. And as a Salesforce-native solution, RevOps leverages your org's existing sales hierarchies to show the right data to each of your team members. Let's see how. First, create a plan that lays out the activities you expect your sales reps to perform at each of their accounts. Assign scoring weights to communicate activities' relative importance in the plan. You can also create a relationship plan for reps to track the relationships they're building with key account stakeholders. Next, create notifications to let your reps know what they should focus on during their day. Automated notifications show the reps the activities or accounts they need to pay attention to based on completion rate or score inside a given time period. Now, as a sales rep, I can see my accounts and the activities I must complete right inside my existing sales app. No extra passwords. As I mark activities and relationship milestones, or have them marked for me through automation, I can see my progress update in real time. I can even access reference links that help me perform my job better and view how I'm performing against my colleagues on Fielo leaderboards. As I plan my next moves, I go to my notifications to see which accounts and activities need attention, as well as links to enablement resources. I see that I'm behind on my QBRs and check out a QBR refresher course. Powered by Fielo Learning that should help me get back on track. I can also be incentivized for performance on activities or account management. I see that once completing my QBR course and getting my completion rate back on track, I'll be rewarded via Fielo incentives. Finally, as a sales manager or director, I can get alerts on the potentially neglected accounts under my purview, as well as plan progress across my territories. I can zoom in to see the stats for my child territories all the way down to individual rep. In the RevOps app, I can view a multitude of dashboards on activity completion by account, sales rep, activity plan, and territory, as well as similar metrics on relationship building. Thanks for watching. Let us know if you have any questions and sign up for a free trial at Fielo.com.
