A simple view of the calendar and any tasks/selling assignments and learning assignments that need to be completed.

My Metrics aligns sales objectives and activity targets with each seller’s skill set, providing precise clarity of the EXACT information required to maximize winning each opportunity.

Inputting valuable Information Objectives into Salesforce.ASK is a powerful way to bring customers into your CRM, rather than just a meaningless data dump.  

ASK’s revolutionary Win/Win probability algorithm provides insights to the seller on their ability to win.

Organizing the information that really matters most to a customer allows the seller to be fully focused on helping them make the best decision possible, rather than just making a sale. 

THIS is how trusted advisors are born. 

Salesforce.ASK shows basic account information, yet brings more value to the screen for sellers. Information objectives snippets visible on the account view, provides a cohesive snapshot of buyers’ issues & information gaps for sellers to address. 

Salesforce.ASK’s Account Planning and Management tool provides a single interface that kinect’s basic account data with opportunity & information objectives required to effectively create account plans.  

When was the last time you opened up your CRM & were able to see EXACTLY what’s missing & had a tool to tell you EXACTLY how to get it?

Account plans are no longer documents created once a year, then put on the shelf.

Account plans are dynamic, living tools, accessible to sellers & managers, assuring sales leadership’s ability to provide teams & sellers with precision coaching and on demand, contextual resources. 

Sellers have easy access to ALL information required to accurately assess the health of their opportunities and client relationships, and set meaningful objectives, strategic initiatives, solidifying the coveted trusted advisor title that your sellers should be aspiring to. 

Salesforce.ASK is contextually based, allowing each organization’s hierarchy to be utilized. Managers are able to change their SFDC view to a single member of their team, allowing for precision coaching and just-in-time learning where needed.

• Assignments: Ability to directly assign selling activities to an individual team member

• Diagnose (Coaching Wizard): We infused Axiom’s coaching model with our learning management system and the power of the application. These combined give a manager (or seller who wants to improve themselves) a guided coaching conversation around opportunity information objectives and areas of their individual metrics plans that need to be addressed to help them succeed. The discussion’s output leads you to a selection of learning assignments in the Axiom learning management system that addresses the root cause of the issue. 

• Training: Full access to the Axiom learning system of modules. Individuals can assign themselves specific learning, or leaders can assign learning to specific team members. Training is accessed on the My Activities page through an API into the Axiom LMS.

• Observation: One of the best ways to determine skill and behavioral gaps is through field observations. Going out with your sellers and seeing how they perform. This part of the application has a rubric in place for opportunity and coaching observations. Then entire sales process is covered in the opportunity observation. The scoring model gives an overall score at the end of the observation. These scores, coupled with the seller’s metrics and opportunities, give a clear picture of how to help them improve.