How to analyze and proactively identify representatives facing issues that cause them to struggle to complete the sales objectives?

Subject Areas

The following subject areas contain the folders and attributes needed to answer this business question:

• Marketing - CRM Leads

• Sales - CRM Pipeline

Job Roles

The following job roles secure access to the data related to this business question:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Corporate Marketing Manager

• Marketing Analyst

• Marketing Manager

• Marketing Operations Manager

• Marketing VP

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Lead Qualifier

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to the data related to this business question:

• Marketing Administrative Transaction Analysis Duty

• Marketing Corporate Transaction Analysis Duty

• Marketing Executive Transaction Analysis Duty

• Marketing Lead Transaction Analysis Duty

• Marketing Managerial Transaction Analysis Duty

• Marketing Operational Transaction Analysis Duty

• Marketing Transaction Analysis Duty

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty