Exercise: Review activity by Account int the Accounts module in Clari.
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Share your takeaways below!
Week 4 - William
Due to our setup of Clari, I could not really answer the questions for this week, so I compared activities to closed won for the year to see if there was any correlation. Meeting count stood out but was not statistically reliable.
I also looked at penetration into assigned accounts by comparing accounts with meetings and emails, vs owned and saw that at halfway through the year only a couple of reps have reached out to over half their accounts and most were well under at a third of assigned accounts.
One other observation is that this would be a great way to easily get an understanding of what reps need help on their messaging by looking for reps with a lot of activity with low sales performance.
+9
Interesting
I love how you improvised this and found some account insights creatively.
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