Have you ever wondered how much face time your sales reps are getting with your prospects? Many seasoned sales leaders view time with customers as a leading indicator of rep performance. The lack of face time with a client is also a factor in forecast risk, especially if the sales leader relies on self-reported field activity coming from the rep as a driver for a committed or forecasted deal. CSO Insights reports that 58% of forecasted deals slip out of a quarter and Accenture finds that 75% of deals in a sales pipeline never close.

So how do you report face time with prospects?  ClearSlide offers the most complete and open Sales Engagement Platform that integrates content, communications and actionable insights. ClearSlide tracks all customer interactions across email, web conferences, and face-to-face meetings including who attended or viewed the shared content, and how long they viewed it (“engagement time”).  For our Salesforce customers this engagement time is stored within the relevant Salesforce objects, typically the Opportunity object.

The updated ClearSlide for Salesforce Connector deepens the integration with Salesforce and helps visualize ClearSlide and Salesforce data with new, robust, and interactive dashboards.

ClearSlide Engagement Quadrant dashboard plots opportunity value against total ClearSlide engagement time and allows users to filter opportunities by sales stage, forecast category, sales team, rep, and more. By integrating real-time engagement and activity data from ClearSlide with sales stage and deal size data from Salesforce, the dashboard identifies opportunities at risk, prioritize where to coach, and forecast with confidence.

Team and Customer Dashboards help leaders better rank and benchmark team, rep, and opportunity productivity based on customer engagement data (phone, in-person, emails, mobile) and save custom views to power their weekly sales meetings.

Account Based Engagement History Dashboards summarizes every interaction the company has had with each customer, helping reps and leaders drill into the opportunities that matter with the actionable insights they need to move business forward.

Visit the ClearSlide AppExchange listing to learn more about this exciting update.