Welcome to this simple, user-friendly guide on how to utilize the Lead Owner Efficiency Report feature in the Empress system. This feature is built to assist in tracking and evaluating your sales team’s performance in managing leads.
Why Use the Lead Owner Efficiency Report?
From a business perspective, the Lead Owner Efficiency Report is a valuable tool for evaluating sales team performance. It provides insights on how effectively each salesperson handles the leads assigned to them. By leveraging this feature, you can identify top performers, pinpoint areas of improvement, and make informed decisions to boost sales productivity.
How to Navigate to the Feature
To locate the Lead Owner Efficiency Report, follow the path: Empress > CRM > Report > Lead Owner Efficiency.
Primary Functions and Benefits
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Viewing the Report: Simply click on the report to view details. You will see a list of leads, sorted by the salesperson (lead owner) handling them. This allows you to assess how many leads each team member is managing and their efficiency in converting these leads into sales.
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Editing the Report: This report is designed to be user-friendly and adaptable to your business needs. You can customize the report by adding or removing columns, changing the order of columns, or applying filters to narrow down the data.
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Tracking Performance Over Time: Use this report regularly to track changes in lead management performance over time. This can help identify trends, such as improvements in efficiency or recurring challenges faced by sales team members.
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Roles and Permissions: Access to the Lead Owner Efficiency Report can be granted based on user roles. The default roles with access are Sales User, Sales Manager, and System Manager. Permissions can be modified to suit your organization’s requirements.
Conclusion
The Lead Owner Efficiency Report is a powerful feature in Empress designed to enhance your sales process by providing crucial insights into your team’s performance. By understanding the efficiency of your lead management, you can identify areas for improvement and take strategic steps to boost sales productivity.
For more information, check out additional resources available in the Empress help center or reach out to our support team. Our goal is to make your interaction with Empress as seamless and beneficial as possible.