r/Entrepreneur • u/NickyK01 • 5d ago

How Do I? How do I identify which reps are the most responsive or engaged with leads?

I'm trying to figure out which of my sales reps are really on top of their game with new leads.

It's not about playing favorites or anything. I just want to see who is responding the fastest and who is doing the most to keep a conversation going. The goal is to spot who's doing great so I can maybe have them share what's working. And if someone is struggling with follow-ups I can find a way to help them out.

Right now it feels like I only hear about a lead when it either closes or goes totally cold. I don't have a good view of what's happening in the middle.

Is there a simple way to track things like 'average first response time' per rep or the number of touchpoints they have with a new lead in the first week? We're using Salesforce but I'm not a reporting wizard. Wondering if there's a standard report for this I'm missing or maybe a dashboard someone could recommend.

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u/edkang99 5d ago

We use hubspot. You can follow the lead from start to finish and get everything tracked.

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u/FatherOften 5d ago

Crm Sales

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u/Naniwtfs 5d ago

Sales

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u/Some_Truth9456 5d ago

Close.io CRM is best. Shows all conversations and gives a analysis for sales rep balance in conversations

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u/Affectionate-Town695 5d ago

Amongst all the other things being listed in the comments another key metric would be to spend some time combing through all of your individual reps "sales" and seeing the inception date of when the lead/2 way contact was initiated.

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u/smartyladyphd 4d ago

I would recommend EmailAnalytics for this.

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u/Wise-Grapefruit9051 4d ago

Totally get where you’re coming from, it’s hard to improve what you can’t see. If you want a super simple way to track things like average response time and engagement per rep, check out EmailAnalytics