Sales And Csm Leaderboard Creation And Optimisation

Boost Sales & Customer Success: Create & Optimize Leaderboards with Google Sheet and other tool. Learn Best Practices!

What you'll learn

Understand the concept of a sales leaderboard, including its benefits, components, and how it can help measure sales team performance.

Learn how to create a sales leaderboard from scratch using Excel or other tools, including how to collect, analyze, and visualize sales data.

Discover best practices for optimizing sales leaderboards, including how to set performance targets, track progress, and identify areas for improvement.

Apply sales leaderboard strategies to real-world scenarios: Learn how to use it to motivate teams, identify high-performing reps, and make data-driven decisions

Requirements

Google sheet

Description

Are you looking for ways to motivate your sales and customer success teams to perform at their best? Do you want to measure and track their progress in real-time? If so, then this course is for you.In this course, you'll learn how to create effective sales and customer success leaderboards using tools like Salesforce, HubSpot, Excel and Google Sheet. You'll discover the different metrics you can track, including closed won revenue, churn rate, renewal rate, and expansion revenue, and how to customize your leaderboard's design elements to fit your brand and preferences.We'll also cover best practices for using leaderboards to drive sales performance and motivation, and how to create a fair and transparent rewards system using leaderboards.In addition, you'll get hands-on experience creating your own sales leaderboard using Google Sheets, where you'll learn how to input data, create formulas, and customize the design to fit your needs. You'll also have the opportunity to share your results in the course forum and receive feedback from your peers.Whether you're a sales manager, customer success manager, sales operations specialist, business analyst, reward specialist or just looking to improve your team's performance, this course will give you the knowledge and tools you need to create effective leaderboards and optimize sales and customer success performance. So enroll today and take the first step towards boosting your team's productivity and success!

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 The Benefits of Sales Leaderboards for Sales Operations

Section 2: Foundations of Sales Leaderboard Creation

Lecture 3 Identifying Key Metrics for Sales Leaderboards

Lecture 4 Key Performance Indicators for Sales Performance Measurement

Section 3: Creating Effective Sales Leaderboards

Lecture 5 Sales Leaderboard Tools and Platforms

Lecture 6 Designing a Custom Sales Leaderboard

Lecture 7 Using Sales Leaderboards in Customer Success Management

Lecture 8 Salesforce and HubSpot: Leaderboard Options and Best Practices

Section 4: Optimizing Sales Performance with Rewards

Lecture 9 Rewarding High-Performing Sales Employees with Leaderboards

Section 5: Building a Sales Leaderboard from Scratch

Lecture 10 Using Pivot Tables to Create Dynamic Sales Leaderboards

Lecture 11 Project: Creating a Custom Sales Leaderboard from Scratch

Lecture 12 Account Executive Leaderboard

Lecture 13 Sales Development Representative Leaderboard

Lecture 14 CSM & Growth Leaderboard

Section 6: Conclusion

Lecture 15 Conclusion

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