Barb is the newest sales rep for a major telecom equipment vendor and she's got a quota to fill. One glance at her desktop dashboard tells her where she stands against her quota, her peers, and the sales target for the quarter.
The quality of sales leads – especially web-based ones – have a shelf-life, and Barb knows it. The fresher a lead is when she gets it, and the sooner she can follow up on it, the better it is for her and the organization.
Unlike her previous job where she spent half her time digging through enterprise CRM systems, now the sale lead information she needs is on her Klipfolio Dashboard.
While she works on a presentation for this afternoon's pitch, a new lead from the inside sales team – marked hot – appears on her desktop accompanied by an unmistakable chime.
As one hand zooms in on the details and contact info the other hand is dialing the phone number. Let's see the competition beat her to this prospect.
After a short chat with Mikhail it sounds like he has a budget and a deadline for new IP video switches. He's happy with how quickly Barb reached him since he only emailed her firm an hour ago and he wants to meet next week.
Barb drills into his lead info on her desktop dashboard to update its status and add fresh numbers to her sales forecast. Looks like this rookie is moving up fast .