Pipeline and Metrics

Here we look at Close Pipeline and important metrics associated with the pipeline, which are all seamlessly migrated to Compass upon integration

These are the data based on which the incentive programs are calculated, They can be productivity related metrics or pipeline related metrics.

Sample Productivity Metrics:

Calls Emails SMS Tasks

Calls: Google Sheets can track the number of calls made by the employee but also stores whether the calls are inbound or outbound, call duration, follow-up calls, calls that have reached voicemails, number of voicemail reached calls left to follow-up, etc. Programs can be created on Compass on the basis of these data.

Emails: Apart from the number of emails sent or received, the type of email whether it is email newsletters, personalized emails, lead nurturing emails, sponsorship emails, transaction emails, brand storytelling emails is also tracked on a sheet

SMS: Type of SMS as inbound, outbound, one way, two way, conversational, toll-free, chatbot based can be tracked. KPIs in Programs can be created accordingly by Admin users.

Pipeline Metrics:

The sales funnel visualized is what is meant by pipeline metrics. It helps you track the productivity of your sales team in one go. The entire sales process is broken down into discrete, traceable tasks, out of which those tasks that contribute the most to revenue generation and productivity can be rewarded the most. The objective is to maximize the conversion rate at the bottom of the funnel and this is where Compass comes in with customized incentives management at each layer of the sales funnel. Compass enables the admin to identify the gaps and therefore, improvements possible in the sales funnel, so as to maximize the movement of prospective customers onto the stage at which they pay.