Sales Performance Management Software Discussions

Xactly Incent documentation

What is the best way to filter out rental properties in spotio?

Our sales team is currently spread out due to COVID-19 and consists of seven reps currently.

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What sources of buyer intent data are you using and how do you make that a part of your sequences in Outreach?

What is the alternative for webform? any other reporting layer with easy configuration is possible?

There are some occasions where I need to send MMS's and the client doesn't want it via email

Are we able to sync info from Salesforce to People.ai? Specifically meetings set each week

Like can you edit the boxes showing on the insights?

other ways to use people ai

We would like to know how other Organizations take advantage of the use of People AI. Best practice on how we can optimize the usage of people AI. Leveraging the data with people AI can also help how to coach and mentor other teams mates. By providing this information on how they best use People... Read more

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We would like our end users to share the data on excel template which can be imported through payeeweb and post which user can initiate the workflow to load the data into tables.

if you want flexible data model, this is the best

Within my company, I have gone through 3 positions. In two of them, I have used different flows and templates. I would like to delete many templates, but they are linked to a previous flow. I must delete the flow to be able to delete the template, right? Is there no other option?

Call drops is an issue, need solution for that

As the core purpose of the platform is to ease the outreach to leads in order to secure opportunities to put time on the calendar it seems a complete oversight that the meetings booked through SalesLoft are not tracked as such in its integration with SalesForce. A patch for this should be a top... Read more

You seem very basic. What else can you do. Because based off of my experience I see no value in your platform.

Or is my access to Leveljump only available through SFDC. This questions may apply more at an organizational level.

I could not spot the e-mails that converted in a specific workflow. Does anyone know's how to do it ? Or if it's possible ?

I am really concerned on how can you grade a software, please share responses with me.

Best uses/practices I would love to know!

Does anyone know how long it takes for an activity to reflect in People Ai?

It is a great product and we use it a lot. It really helps us keep track of everything the sales team is doing and using the product for. It is also much cheaper than some competitors which we also like a lot. Thank you! I really wish we had switched to Zoho a long time ago from salesforce. It... Read more

No question

Sometimes i commit mistakes when answering the surveys and i need to know if there is a way to fix this

It would be great to have a sales CRM and sales automation tool in one place for one price. In addition, I would like to how AI technology in SalesLoft can help me to expand my business? Any plans for the future?

I wish there was a way to sort leads by who has opened an email in the "people" section, in addition to being able to view and compare cadences side by side for percentages and have SalesLoft make recommendations for a better cadence. I wish the cadence would keep the lead there once the cadence... Read more

I am having difficulty using the HubSpot tools when there are more than one of the account in the system. It is hard to track who truly was in charge of each account.

Team cadences are very difficult to use in a consistent way

If I want to use hubspot for my part-time work? to keep a track of all my work related stuff?

i mean every time putting country code is annoying

it took my site a matter of months to fix certain connections between salesforce and amazon connect, and it kept getting thrown into older versions of salesforce.

What have you found to be helpful when it comes to increasing efficiency within the platform?

what si sthe best way to desing management of hierarchy and allocation

Maybe you only had a slight chance of communicating with the client, but now you would like to inform them further on the product, now they seem keen to make time.

I would like to run reports on all my people in Salesloft for mobile numbers or even to see who has highest activity as a prospect.

I want to be able to download reports in the same view as I would be able to get from the dashboard. Is there a way in which I can do this?

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I have some of friends and colleagues who are not part of my organisation but they want to know more about snowflake and its benefits to upgrade their career and win new oppurtunities. I also know few juniors in my family who have just passed college. Can both of these set of people access... Read more

Is there a guide on how to effectively create the forms you require?

whenever I click a contact number to make a call, I have to also press a white button that appears at the top, center of the screen asking me to confirm the call and then it goes through, and extra step that takes time and energy

setup rules in CRM based on real life sales processes

It would be nice to be able to more accurate represent data in a visual format.I know that the reporting section already exists but it would be useful to know if there is a way to produce detailed graphs.

I would love to have an introduction personal email for my sequence, with a template I built informing my audience of our product, and a third email to ask for the sale. I can't do that because the sequences don't allow for that option.

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As the core purpose of the platform is to ease the outreach to leads in order to secure opportunities to put time on the calendar it seems a complete oversight that the meetings booked through SalesLoft are not tracked as such in its integration with SalesForce. A patch for this should be a top... Read more

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