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.
🦾 Performance
Purpose: This feature helps SDRs maximize the efficiency of their outreach by identifying the optimal times to contact prospects.
Details:
Provides insights on when prospects are most likely to respond, based on time and day.
Helps adjust call strategies to focus on high-response periods.
Benefit for SDRs:
SDRs can tailor their call schedules to match peak response times, increasing the likelihood of successful engagements.
🍬 ZELIQ Usage
Purpose: Tracks how each SDR is engaging with the Zeliq platform, offering insights into usage patterns and areas for improvement.
Details:
Provides metrics such as time spent on the platform and most-used features, which are valuable for both operational efficiency and team engagement.
Can be used for gamification to motivate SDRs to use the platform more effectively.
Benefit for SDRs:
SDRs can participate in internal challenges based on their platform usage, fostering a culture of continuous improvement and boosting team motivation.
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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