Sales and CSM Leaderboard Creation and Optimisation

Sales and CSM Leaderboard Creation and Optimisation, available at $19.99, has an average rating of 4.5, with 15 lectures, based on 5 reviews, and has 16 subscribers.

You will learn about Understand the concept of a sales leaderboard, including its benefits, components, and how it can help measure sales team performance. Learn how to create a sales leaderboard from scratch using Excel or other tools, including how to collect, analyze, and visualize sales data. Discover best practices for optimizing sales leaderboards, including how to set performance targets, track progress, and identify areas for improvement. Apply sales leaderboard strategies to real-world scenarios: Learn how to use it to motivate teams, identify high-performing reps, and make data-driven decisions This course is ideal for individuals who are Young professionals in sales operations or Sales supporting roles or Sales leaders supporting role or Analysts and specialists in growing organisations or Analysts and specialists It is particularly useful for Young professionals in sales operations or Sales supporting roles or Sales leaders supporting role or Analysts and specialists in growing organisations or Analysts and specialists.

Enroll now: Sales and CSM Leaderboard Creation and Optimisation

Summary

Title: Sales and CSM Leaderboard Creation and Optimisation

Price: $19.99

Average Rating: 4.5

Number of Lectures: 15

Number of Published Lectures: 15

Number of Curriculum Items: 16

Number of Published Curriculum Objects: 16

Original Price: $22.99

Quality Status: approved

Status: Live

What You Will Learn

Understand the concept of a sales leaderboard, including its benefits, components, and how it can help measure sales team performance.
Learn how to create a sales leaderboard from scratch using Excel or other tools, including how to collect, analyze, and visualize sales data.
Discover best practices for optimizing sales leaderboards, including how to set performance targets, track progress, and identify areas for improvement.
Apply sales leaderboard strategies to real-world scenarios: Learn how to use it to motivate teams, identify high-performing reps, and make data-driven decisions

Who Should Attend

Young professionals in sales operations
Sales supporting roles
Sales leaders supporting role
Analysts and specialists in growing organisations
Analysts and specialists

Target Audiences

Young professionals in sales operations
Sales supporting roles
Sales leaders supporting role
Analysts and specialists in growing organisations
Analysts and specialists

Are you looking for ways to motivate your sales and customer success teams to perform at their best? Do you want to measure and track their progress in real-time? If so, then this course is for you.

In this course, you’ll learn how to create effective sales and customer success leaderboards using tools like Salesforce, HubSpot, Excel and Google Sheet. You’ll discover the different metrics you can track, including closed won revenue, churn rate, renewal rate, and expansion revenue, and how to customize your leaderboard’s design elements to fit your brand and preferences.

We’ll also cover best practices for using leaderboards to drive sales performance and motivation, and how to create a fair and transparent rewards system using leaderboards.

In addition, you’ll get hands-on experience creating your own sales leaderboard using Google Sheets, where you’ll learn how to input data, create formulas, and customize the design to fit your needs. You’ll also have the opportunity to share your results in the course forum and receive feedback from your peers.

Whether you’re a sales manager, customer success manager, sales operations specialist, business analyst, reward specialist or just looking to improve your team’s performance, this course will give you the knowledge and tools you need to create effective leaderboards and optimize sales and customer success performance. So enroll today and take the first step towards boosting your team’s productivity and success!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: The Benefits of Sales Leaderboards for Sales Operations

Chapter 2: Foundations of Sales Leaderboard Creation

Lecture 1: Identifying Key Metrics for Sales Leaderboards

Lecture 2: Key Performance Indicators for Sales Performance Measurement

Chapter 3: Creating Effective Sales Leaderboards

Lecture 1: Sales Leaderboard Tools and Platforms

Lecture 2: Designing a Custom Sales Leaderboard

Lecture 3: Using Sales Leaderboards in Customer Success Management

Lecture 4: Salesforce and HubSpot: Leaderboard Options and Best Practices

Chapter 4: Optimizing Sales Performance with Rewards

Lecture 1: Rewarding High-Performing Sales Employees with Leaderboards

Chapter 5: Building a Sales Leaderboard from Scratch

Lecture 1: Using Pivot Tables to Create Dynamic Sales Leaderboards

Lecture 2: Project: Creating a Custom Sales Leaderboard from Scratch

Lecture 3: Account Executive Leaderboard

Lecture 4: Sales Development Representative Leaderboard

Lecture 5: CSM & Growth Leaderboard

Chapter 6: Conclusion

Lecture 1: Conclusion

Instructors

Ezgi Ozcan
Commission Analyst at Personio

Rating Distribution

1 stars: 0 votes
2 stars: 1 votes
3 stars: 0 votes
4 stars: 0 votes
5 stars: 4 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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