Sales Rep Scorecards

The one place to go for all
of your sales management needs.

Sales Rep Scorecards automate everything you need for sales management - without endless spreadsheets, Salesforce or HubSpot CRM reports.

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Use Cases  

Sales Reporting

All your KPIs in one place

Reporting

Sales Rep Scoring

Stack rank the team on overall performance

Scoring

Pipeline Analysis

Know your conversion rates so you can fix bottlenecks

Pipeline

Sales 1-on-1s

Manage your team with metrics

1-on-1s

Sales Team Management

Compare performance by team or role

Teams

Account Based Selling

Make sure reps are spending time in the right accounts

ABS

Forecasting

Know whether you'll hit your number - before it's too late

Forecasting

Sales Reporting

Sales managers can use team dashboards to track sales rep performance and sales team performance

All your sales KPIs - all in one place.  No more hunting around Salesforce, HubSpot, or reports in spreadsheets.  Rekener tracks everything you need and shows it to you simply and easily.

View data for the whole company, by rep, or by team.  Trend KPIs over time, to measure improvement and spot issues.

Compare reps and their rankings so you can model what your best reps do, and compare everyone to that standard.

Sales Rep Scoring

Gain quick visibility into who on the team is performing best by scoring reps on multiple metrics.  Weight your KPIs any way you like, and score reps on overall performance, rather than one metric at a time.

Score BDRs on a combination of activity volume and conversion, ensuring that they are hitting the activity hard but are also making effective pitches.

Score AEs on pipeline, efficiency, and performance against quota.  Eliminate surprises and air bubbles in the pipeline by making sure AEs are well-rounded.

Pipeline Analysis

Pipeline funnel

Do you know your stage conversion rates?  Rekener can tell you.

Track opportunity conversion rates and cycle times from stage to stage, by rep, by team or for the entire sales org.  

No more guesswork around how many deals will convert and how long it will take to close them.  

Inspect pipeline by rep over time, to make sure reps are building enough pipeline and that it’s moving through your sales process.  Add quotas to the mix to track leading indicators like Pipeline Coverage.

Sales 1-on-1s

One place to go to run your sales 1-on-1s.  Use Sales Rep Scorecards as a regular part of your weekly 1-on-1 process to coach reps based on metrics.

Sales Rep Scorecards make it easy on your sales managers so they don’t have to hunt through dozens of reports in Salesforce or HubSpot, and they don’t have to use clunky spreadsheets.

Track activities, demos, pipeline, bookings, quota attainment, and efficiency metrics like ASP, Close Rates and Sales Cycles all in the same easy-to-use place.

Create dashboards for different roles (SDRs, AEs, AMs, etc), and use them for any rep.  No need to create a separate dashboard for every single member of the team.

All your Salesforce or HubSpot CRM data is pulled in automatically, and shown together as one easy to use scorecard for your reps.

Sales Team Management

Sales Rep Scorecards can be used to manage all of your sales teams

Create Teams automatically, using your CRM Roles, Profiles, Hierarchy, or by just grouping reps together by name.

Sales managers get a birds-eye view of their team, which includes data rolled up to the team level as well as breakdowns by rep for comparison.  

See performance against targets for each sales team as a whole, and also drill down straight from the sales team scorecard into an individual rep’s performance.

Reps can be in multiple Teams if you want, so you can group together all the reps that have the same role, and also group together reps by their Team or Territory.

Account Based Selling

Make sure that no account falls through the cracks!

Account coverage dashboards in Sales Rep Scorecards allow you to see all accounts owned by each rep, and all of the activity and results inside them.

Sales Rep Scorecards provide a 360 degree view of each account and whether your reps are following up according to plan.  

See which of your target accounts and assigned accounts are getting the right attention from reps, and which ones are engaging and moving forward.

Stop guessing at whether your Account Based Selling plan is being executed, and stop trying to track account activity in spreadsheets.  Sales Rep Scorecards has all the information at your fingertips.

Forecasting

Forecast by sales rep using open pipeline and historical win rates

Know whether you have the pipeline to hit your quota - before it’s too late.  Rekener uses your historical win rates to project how much business you are likely to close, based on your current pipeline.

See which teams and reps have a strong enough pipeline to hit their number, and zoom in on the ones that don’t to find out why, and how to improve.  

Assess the team on their pipeline coverage and weighted pipeline coverage for the current period, or future periods to make sure you are doing everything you need to hit your number.

Customize your forecasts and projections based on the win rates of each role, team or department in order to accurately predict where each rep will end up against quota.

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Complementary Data Assessment

Complementary

  • Fully featured
  • Unlimited logins
  • Unlimited reps tracked
  • Get started in minutes
  • No obligation required
  • Use for up to 14 days
Professional

$29 /mo/rep (paid annually)

  • Minimum purchase of 10 reps
  • Salesforce, HubSpot CRM, and Google Sheets integrations  
  • All Salesforce and HubSpot CRM objects and fields (including custom objects and fields)
  • Unlimited logins
  • Create and customize metrics
  • Opportunity stage conversion rates and pipeline history
  • Includes onboarding and setup
Concierge

$1000 /mo. plus   $29 /mo/rep (after 10 reps)  

  • All professional features, plus:
  • Custom data source integrations
  • Concierge services - 4 hours per month of strategic ops and analytics services

Salesforce Integration

Salesforce integration for Sales Rep Scorecard

Connect Salesforce to Rekener in minutes.

Connect Salesforce to Rekener in minutes and get your sales analytics automated.  Rekener connects to Salesforce over REST API and syncs data automatically.

Rekener gives you access to all of your Salesforce fields and objects - including custom fields and custom objects.  So you can create metrics that map specifically to your business process.

Create a Sales Rep Scorecard account, and sign in to Salesforce to get started now.

HubSpot Integration

HubSpot CRM integration for Sales Rep Scorecard

Connect HubSpot CRM to Rekener in minutes.

Connect HubSpot to Rekener in minutes, and get up and running on the most flexible and powerful reporting tool for HubSpot CRM.  Gain insight into your sales efficiency and activity levels.

Create high-level reports to see overall trends and performance.  And drilldown straight into HubSpot CRM records like Contacts, Deals and Engagements.

Create a Sales Rep Scorecard account, and sign in to HubSpot to get started now.

Google Sheets Integration

Google Sheets integration for Sales Rep Scorecards

Connect data from Google Sheets.

Connect any of your Google Sheets to Rekener to pull custom data into your Sales Rep Scorecards.

Track data that lives outside the CRM, like quotas and targets over time, or sales rep skills assessments.

Add new data to your Google Sheet and it syncs to Rekener automatically, so you can keep your data up-to-date at all times. Sync as many sheets as you like.

Step Up Your Sales Analytics

Case Study - How Zoom Enables Data-Driven Sales Managers to Drive Growth using Rekener Sales Rep Scorecards

Hilary Headlee, Zoom’s Head of Sales Operations and Enablement, recognized an opportunity to improve data-driven sales coaching and have a big impact on sales performance.  She chose Rekener’s Sales Rep Scorecards platform to execute her plan.

Read

Acquia Levels Up Sales Performance Reviews with Sales Rep Scorecards

Acquia has a great talent review process, in which they assess the performance of every rep on the whole team, at regular intervals.  Prior to using Rekener Sales Rep Scorecards, this was a highly manual process. Everything was done in spreadsheets.  Learn how Acquia Levels Up Sales Performance Reviews with Rekener Sales Rep Scorecards. 

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Get The Data-Driven Sales Coaching eBook by Rekener

Companies with effective sales coaching outperform their peers by 15%!  Read our Data-Driven Sales Coaching eBook to get a Playbook on how to implement effective sales coaching in your organization, as well as the Business Case for why sales coaching is so important.

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