MarketForce One Feature: Introducing the Daily Digest
Today we want to introduce you to one of our most recent features for our financial services customers: the Daily Digest.
WHAT IS THE DAILY DIGEST?
The Daily Digest is an automatic sales agents performance report that all the team leaders and first-line managers receive via email every morning, so to keep track of their own sales team without even having to open the MarketForce portal.
For every sales rep, the daily digest informs on how many visits, prospects, leads, and conversions he or she recorded on MarketForce the day before. Every team leader will only see the performance of his/her own team. The daily digest can be activated or deactivated at any point in time by admin users, so to personalize the MarketForce system to your company’s policies and practices.
WHY THE DAILY DIGEST?
Digitizing and automating sales force management and sales performance reporting is MarketForce’s core value proposition. The Daily Digest takes such a proposition to the next level. How?
- Zero effort, maximum return. Thanks to the Daily Digest, team leaders and supervisors don’t even have to go and open the MarketForce portal to check on their agents’ performance and activities. They don’t have to do anything really. They only need to check their email inbox, which they would do every morning anyway, and here it is: a complete overview of how their team is doing.
- Keep your agents on toes. Receiving a daily email report is not only practical and convenient for the team leaders, but it also constantly reminds them of following up with their sales reps. It helps them to easily compare the agents’ achievements against the expected targets, and to act early and swiftly when agents need further support or training. At the same time, it makes sure that agents always feel the drive to succeed and out-best each other.
- Pinpoint accuracy. Team leaders follow up often with reps to check on their activities, but without accurate and automated reporting, it’s hard to know who’s performing and who’s not, so the follow-ups don’t follow a deliberate plan, wasting the time of both the team leads and the agents. With the Daily Digest, sales force management becomes data-driven, allowing focus and precision. Now team leads can know exactly, and on a daily basis, who’s bringing in many prospects but with a low conversion rate, or who has a small prospect pipeline but is able to convert most of the leads. This way, the team leads can better help the sales reps while also saving time and frustration.
Do you want to learn more about the daily digest as well as all our latest features? Get in touch with us today.
