The Manager Cockpit in Zeliq is an essential tool designed to give managers and sales teams a clear overview of SDR activities, from lead pipelines to email and call tracking. This article covers the key features and how they can enhance sales performance. 🚀
💡 Use the "Period" and "SDR" filters in the top right corner of the tab to narrow down your analysis by specific timeframes and individual SDRs.
📊 Global - Lead Pipe
Purpose: This tab provides an overview of each SDR's pipeline, enabling managers to track current opportunities at a glance, as well as precise details about each individual portfolio, such as the distribution of prospect statuses, the size of companies prospected or their industry.
Details:
Displays all open opportunities for each SDR, making it easy to see who is handling which prospects and how close they are to reaching their goals.
This feature helps teams stay aligned on performance and objectives.
Benefits for SDRs:
SDRs can prioritize their leads more effectively through shared access, improving team collaboration.
📞 Mails and Calls
Purpose: This feature gives managers insight into the volume and type of activities being performed by each SDR, offering benchmarks to track performance.
Details:
Visualize the weekly variations in activity, such as a 79% drop in emails or a 93% decrease in calls.
Allows managers to adjust strategy based on specific time periods and trends.
Benefit for SDRs:
SDRs can use this data to quickly identify areas for improvement and adjust their engagement strategy.
🔎 Sequences
Purpose: This feature provides a quantitative overview of the effectiveness of different email and LinkedIn sequences.
Details:
Displays key metrics like email opens, clicks, and responses, enabling SDRs to measure the success of their campaigns.
Benefit for SDRs:
SDRs can identify the most effective sequences and adjust their strategies accordingly. By highlighting successful sequences, SDRs can share insights with the broader team to enhance overall performance.
🎯 Conversion
Purpose: Track your team's conversion performance and understand which prospect profiles drive the most meetings.
Details:
→ Global Meetings Booked
View total meetings booked across your entire team for the selected period.
Track weekly and monthly trends to identify growth patterns and momentum.
→ Team Detail
Break down meeting bookings by individual SDR to spot top performers and identify team members who might need support.
Compare conversion rates across the team to establish benchmarks and share best practices.
→ Meeting Booked Evolution
Monitor how meeting bookings evolve over time with clear visual trends.
Spot seasonal patterns or campaign impacts to optimize your outreach timing.
→ Global Performance per Segment
Analyze which prospect profiles convert best:
Company Size: Discover whether your team performs better with startups, SMBs, or enterprises.
Job Title: Identify which decision-maker levels respond most positively to your outreach.
Industry: Understand which sectors generate the highest conversion rates and focus your efforts accordingly.
Benefit for SDRs:
SDRs can focus their energy on the prospect profiles that convert best, making every touchpoint count and boosting their success rate.
💳 Credit Consumption
Purpose: Get full visibility on credit usage across your team to optimize resource allocation and budget planning.
Details:
→ Global Credit Overview
View total credits consumed across your team for the selected period.
Track remaining credits and consumption pace to avoid running out unexpectedly.
→ Credit Breakdown by SDR
See exactly who is using credits and how much each team member consumes.
Identify heavy users and understand their prospecting volume.
Benefit for SDRs:
SDRs can track their own credit usage to stay within budget while maximizing their prospecting impact. Transparency helps everyone make smarter choices about when and how to use enrichment features.
By leveraging these powerful features in the Manager Cockpit, teams can improve coordination, optimize performance, and drive greater sales outcomes.
Happy prospecting 💚
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