A Daily Guide to using a: Sales Executive Workbench

Sales_Executive_Playbook (1)

What is the purpose of a Sales Executive Workbench?

A Sales Executive Workbench enables your team to get a clear and concise preview of the day ahead. Some of it’ s core elements include:

  • What activities need to be completed,
  • What companies are showing high intent,
  • Which prospects in your CRM is visiting your website,

From here your team can then action accordingly – the next up activities for completion, filling your pipeline with hot leads, analysing your key metrics (cadence successes, won deals, call results, and much more)

Download our Sales Executive Workbench Guide today


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