Spaulding Ridge's CRM and Pipeline Management app serves as a single hub for customer relationship management, and allows you to track relevant metrics across the sales cycle from your early prospecting efforts to the closing of a deal. The ACI methodology (Available, Contacted, Interested) easily categorizes your leads and drives the sales pipeline. The pipeline management component illuminates numbers across the sales cycle, and allows sales managers and partners to better understand their current revenue position, and create more predictable revenue projections.
View all of your accounts, manage outreach, and track individual client contact communications
Sales reps can manage the flow of accounts through the sales cycle
Sales Ops Leaders can view the total company pipeline and track the progress of qualified pipeline revenue
Compare the performance of your reps across the organization
View a quick snapshot of relevant outreach, pipeline, and sales performance metrics
Manually assign quotas, or link this section to a separate Anaplan T&Q model to more accurately set quotas and manage territories
This is an exemplary dashboard of where you would link a sales forecasting model to this model
Sales Ops leaders can create and manage sales rep teams, set quotas, and assign territories, regions, and accounts to their sales teams
CRM Functionality & Contact Management
Manage all accounts and the specific client contacts associated those accounts.
Add new contacts, and keep one single repository of information for all potential leads
Each sales rep can track all accounts that are assigned to them. They can enter interaction dates and client responses, and manage their outreach through the "Available, Contacted, & Interested (ACI)" methodology
This is used to determine which clients should move into the company's qualified pipeline (all interested clients)
Contact Interaction Tracking
Sales reps can use the "Touch Tracker" to view every communication type, date, and message sent to each contact associated with a specific client.
Manage all accounts that have been pushed through to the pipeline based on the ACI dashboard. Track the time it takes to move across the sales cycle, and enter the estimated deal size
This will calculate the qualified pipeline amount based on the likelihood that the deal will close (these parameters are adjustable by admins).
Sales Rep Leaderboards
Track the performance of your sales reps across the organization, and view metrics that compare this performance against other reps
Quickly view attainment % and sales performance against a goal.
Company Pipeline Tracking
Sales ops leaders can view a read only report of the qualified sales pipeline and get a snapshot glance of the pipeline across the organization.
View and executive report of sales rep outreach, specific messaging and contact interactions, sales rep pipeline amounts, and sales rep performance
This rolls up to total company performance with easy-to-read visuals and charts.
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