Whether the sales team you manage is small (regional) or large (global), you need to see what efforts your team is taking and the outcome. Everyone wants to see a report, but how do you get your reports to show what you need? We'll share two dashboards filled with our go-to sales reports that lets you know what sales activities your team is doing and what the result of their sales efforts means for deals.
At the conclusion of this session, you should be able to recreate the overview you need to understand the impact of your sales team's efforts. So whether you're excited about data like we are or you need to show your boss what your team is doing, this session is for you!
Pivot
Client Growth Manager
Christa is a Client Growth Manager at Pivot. In 2003, Christa was introduced to the audio-visual industry. She earned her CTS certification in 2010. She is a Faculty Program Instructor for AVIXA and teaches CTS Prep. She loves the ever-changing technology environment and enjoys helping clients realize how technology can help them be more efficient and energize their work environment. When she…
Christa is a Client Growth Manager at Pivot. In 2003, Christa was introduced to the audio-visual industry. She earned her CTS certification in 2010. She is a Faculty Program Instructor for AVIXA and teaches CTS Prep. She loves the ever-changing technology environment and enjoys helping clients realize how technology can help them be more efficient and energize their work environment. When she's not geeking out at work, you can find her on one of her N+1 bicycles or hiking.
Pivot
Client Growth Manager
Pivot
Chief Strategist
Pivot
Operations Manager
Christa is a Client Growth Manager at Pivot. In 2003, Christa was introduced to the audio-visual industry. She earned her CTS certification in 2010. She is a Faculty Program Instructor for AVIXA and teaches CTS Prep. She loves the ever-changing technology environment and enjoys helping clients realize how technology can help them be more efficient and energize their work environment. When she's not geeking out at work, you can find her on one of her N+1 bicycles or hiking.
Jane loves helping clients use HubSpot, improve their marketing strategies, and create content. The more complex the challenge, the more she wants to solve it! With 26 active HubSpot certifications, Jane is in the top 1% of certified HubSpot users. Pivot has been a HubSpot partner since 2014 and is currently a Platinum Solutions Partner. Outside of work, Jane is pretty obsessed with her cats and The Great Pottery Throwdown.
Wendi joins Pivot with a significant background in education. She has her EdTech certificate and taught high school and college-level classes for more than 20 years. Wendi has a master's degree in art history and has led art history tours in Italy, France, and the UK. She's an avid Mac user and can name every British monarch since William the Conqueror. (Don't play trivial pursuit with Wendi.)
Pivot
HUG Leader
Client Growth Manager
