Introduction to Goal Management Follow

Goal management is essential for defining precise objectives and monitoring advancement towards achieving them. It involves establishing, monitoring, and overseeing targets across critical business functions such as Sales, Marketing, Customer Service and other Business Areas.

Salesmate enables you to establish various types of goals which includes,

• Sales Goals
• Activity Goals
• Service Goals
• Custom Goals

Sales Goals

• Sales Goals typically concentrate on achieving specific revenue-related targets, including sales quotas, revenue objectives, closed deals, and other metrics directly tied to sales generation.

Activity Goals

• Activity Goals refer to targets set for specific actions or tasks that contribute to achieving broader objectives, often measured by the frequency, quantity, or quality of activities performed within a given period.

Service Goals

• Service goals typically concentrate around metrics such as the number of tickets resolved, total conversations managed, customer satisfaction ratings, average resolution time per ticket, and average response time per ticket. These metrics provide insights into the effectiveness of your service teams in supporting customers.

Custom Goals

• Custom goals offer greater flexibility, allowing organizations to create targets that align with unique needs or objectives not covered by standard sales goals. These may encompass metrics such as call volumes, lead generation, product sales, customer satisfaction scores, or other key indicators essential to the organization's overall goals and strategy.