A Daily Guide to using a: Sales Executive Workbench

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)

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