Freddy AI for CX
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By Use Case
Set smarter sales goals, effectively track progress, achieve them and grow faster
Setting goals and working towards them is basic human nature. The same holds good for sales as well. Without clear goals to aim for neither you nor your sales teams have anything to measure up against, and neither do you have the ability to assess your progress. Sales teams not knowing what they are working towards are likely to lose momentum and motivation.
With Sales Goals in Freshsales, sales teams can easily set, track, and attain sales goals and achieve outstanding sales results helping your business grow like never before.
Create two types of important goals: Revenue goals and Won deal goals. With Revenue goals in Freshsales, you can track the progress your business makes towards achieving your target revenue within a defined a goal period. With Won deal goals, you can set individual or team goals for the number of deals to win over a period.
Learn more about Sales Goals here
Assign goals to users and teams. Additionally, apply goals to territories, as well as products and pipelines and get deeper insights into the success, performances, and challenges of individuals and sales teams.
View and keep track of your progress towards your goals with the Sales Goals dashboard. Hover on a goal progress bar to see the target, achieved, and attainment breakdown. Use filters to quickly find and access specific goals.
Easily set revenue or won deal goals for teams as well as individuals.
Keep track of your progress with the help of the Sales Goals dashboard.
Receive in-app and email notifications whenever a goal is set. Use the goal progress bar to see the target, achieved, and attainment breakdown.
Create targets for territory, product, and pipeline to identify new areas for growth.
Increase your sales momentum and keep your sales team motivated by setting smarter, more effective goals.
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