I'm coming up near completion of my Lead management tool!
Final thing I need input on. What is the most important metrics you track for your sales?
So Far but not limited too.
1. Employee metrics, closing ratios, sales, premium written, units, calls mades.
2. Marketing metrics, Closing ratio p/lead source, closing ratio/zip codes, closing ratio p/client class (credit ratings), closing ratios vs comeptitors in zipcodes. Cost of marketing vs ROI.
Are there any other critical things you would want automated and tracked in your sales process?
Final thing I need input on. What is the most important metrics you track for your sales?
So Far but not limited too.
1. Employee metrics, closing ratios, sales, premium written, units, calls mades.
2. Marketing metrics, Closing ratio p/lead source, closing ratio/zip codes, closing ratio p/client class (credit ratings), closing ratios vs comeptitors in zipcodes. Cost of marketing vs ROI.
Are there any other critical things you would want automated and tracked in your sales process?
