Salesforce SDR Progress Tracking Dashboard
Budget: $30 – $250 AUD
I'm looking for an experienced Salesforce expert to create a comprehensive reporting system and dashboard. This system should help me track the effectiveness and progress of my Sales Development Representatives (SDRs) through the sales funnel.
Key Responsibilities:
- Developing Salesforce reports for tracking key metrics:
- Conversion rate from leads to opportunities
- SDR Call to Connect
- SDR Connect to Appointment Set
- Appointment Set to Appointment Held
- Appointment Held to Opportunity Converted
- Creating a real-time updating dashboard that visually represents these metrics.
Ideal Skills:
- Proven experience with Salesforce and its reporting functionalities
- Ability to create complex dashboards
- Understanding of Sales and Sales Funnel Processes
- Excellent communication skills and ability to understand and interpret data for non-technical stakeholders
Please include your relevant experience when applying.
Key Responsibilities:
- Developing Salesforce reports for tracking key metrics:
- Conversion rate from leads to opportunities
- SDR Call to Connect
- SDR Connect to Appointment Set
- Appointment Set to Appointment Held
- Appointment Held to Opportunity Converted
- Creating a real-time updating dashboard that visually represents these metrics.
Ideal Skills:
- Proven experience with Salesforce and its reporting functionalities
- Ability to create complex dashboards
- Understanding of Sales and Sales Funnel Processes
- Excellent communication skills and ability to understand and interpret data for non-technical stakeholders
Please include your relevant experience when applying.