Use case: Sales effectiveness
Listen & move forward.
Sales teams can lose hours a week to tools that were meant to help. Your reps can tell you which ones.
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See it in action
See Sona8 in a minute.
What we ask about
Which steps in the system nobody can explain the point of
What they keep in their own spreadsheet and why
Where deals stall for reasons that have nothing to do with the customer
What comes back
Friction ranked by hours lost
Differences by region and seniority
A short list of fixes with owners
Where Salesforce costs selling time.
Example only, not a client result. Each step comes with how many reps raised it and who owns the fix.
41
of 80 reps
Every customer visit is logged twice, once in Outlook and again as a Salesforce activity.
SALES OPS
Switch on the Outlook sync for activities.
29
of 80 reps
Discounts above 10% are approved by email, and then the quote is built again in CPQ.
PRICING
Move the approval into CPQ.
37
of 80 reps
The Monday forecast runs on an Excel export, because Salesforce has no field for the next step.
SALES OPS
Add the field, and run the call from the dashboard.
18
of 80 reps
A new customer cannot pass stage 3 until the credit check in SAP is back, often after five days.
FINANCE
Start the credit check at stage 2.
Client example
Sales teams gave over 100 interviews in 8 languages. They found 40 things to improve, and 12 are in progress.
Try it yourself
Talk to the interviewer.
Talk to it about your sales process. It will ask what you do outside the system.
Uses your microphone. Takes about 5 minutes.
Hear your own people on sales effectiveness.
Niklas Schneider
Founding Account Executive
First call
- 30 minutes
- Video call, link in the invite
- Berlin time (CET)
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