Not many ppl clicking on the Klue dropdown i SFDC
More traction on the SFDC data cards
Win rate, and latest opps
People aren’t seeing them, it’s an education thing
Cards need to be added
Any pied piper deal closed in the last 6 months
People wanted customizable date ranges for both
People wanted custom opportunity stages, only won or lost deals, etc
New options on the drop-down:
- Support can work with the customer to come up with any SQL query they might need
- Anything that’s in Salesforce
- MindTickle asked for it specifically, they wanted to be able to go back further in the sales cycle
- Segmentation and company size
- SHowng where you start losing or winning more delas, what stage of the sales cycle
- multiple win rate cards with different filters
Customers want more control over this content, and keep it centralized in Klue
Sellers don’t read reports
Reps can see who won against competitors and ask them questions
In-app guidance we provide in Salesforce that walks your team through the battlecard flow
You can look at won-loss notes on each deal
Clean data quality
Track win rate on all kinds of criteria
Easily access the right cards
Centralize your win/loss notes