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Inside sales organizations require metrics or key performance indicators (KPIs), just like any operating area or call center. As the primary goal of an inside sales organization is to generate revenue, the primary measure of success for your department and for each inside sales representative should be revenue. It's essential for your department to have a revenue goal that is aligned with corporate revenue objectives. It's also important for your department to work cooperatively with field sales and distribution partners to assist them in meeting their goals. However, as inside sales is still a call center, productivity, quality and customer satisfaction matter as well.
Here is a general list of KPIs for your inside sales organization:
Productivity metrics:
Inbound:
- # of calls offered and handled
- Percent of calls answered in 20 seconds
- Average talk time
- Average wrap time
- Average handle time
- # of emails handled
- Average time to respond to emails
- Percent of calls resolved in first contact
- Percent of transactions resolved in first contact
Outbound:
- # of outbound calls
- Average talk time
- Average wrap time
- Average handle time
Orders and quotes:
- # of quotes processed
- # of lines/quote
- # of proposals issued
- # of lines/proposal
- Average price per quote
- Total dollar amount of items sold
- Average quote turnaround time
- Average proposal turnaround time
- # of up-sell/cross-sell opportunities
- # of leads identified
- # of referrals
Quality metrics:
- Accuracy of orders
- Accuracy of quotes
- Call QM score
- Product knowledge
- Technical knowledge
- Communications skills
- Problem solving skills
- Email QM score
- Quality of technical knowledge
- Reasons people called
Satisfaction metrics:
- Monthly real-time survey of customers
- Monthly real-time survey of field sales staff
- Monthly real-time survey of partners/distributors
Note: It is critical to measure the performance of each inside sales representative, call center site and the overall department on a consistent basis.
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