Sales rep performance
Identify top-performing reps and derive recommendations for the entire sales team
Identify top-performing reps and derive recommendations for the entire sales team
Your customer authorizes your application to access their CRM via an OAuth or similar authorization flow through Merge Link.
Utilize the GET /opportunities endpoint to pull in your customer’s opportunities (with information on amounts, stages and the last activity date), as well as custom fields relevant to how long an opportunity has remained open.
Utilize the GET /stages endpoint to pull a list of your customer’s available stages for an opportunity, for context on the stage that each opportunity is in.
Utilize the GET /engagements endpoint to pull information on sales reps’ interactions with their contacts for each opportunity, including meetings, emails and phone calls.
Utilize the GET /users endpoint to pull a list of your customer’s CRM users, which will include your user’s sales reps.
Use Remote Data, Remote Fields, and Field Mapping to allow your customers pull in custom data fields from their CRM.
Using details on how an opportunity moved through stages to either “closed won” or “closed lost”, as well as insights from sales reps’ interactions with their prospects, identify top performers and derive recommendations for the sales team as a whole.
