Sales Ninja Phone Team – Reporting Overview

Sales Ninja Phone Team - Reporting Overview

Weekly and Monthly Sales Ninja Phone Team Performance Reporting 

Questions:  Please email support@reivault.com with any questions or schedule a time in the Weekly Sales Ninja Phone Team Office Hours by clicking HERE.

Quick Summary

Distribution:   Weekly Reports are auto generated out of Five9 each Sunday at 6:00 am Pacific  for the for the prior week (Sun-Sat); Monthly Reports on the first day of each month for the prior month

Column Layout:      Displays the Number of Dials (Calls), Number of Connections (List Contact), and Number of Converted Leads (List Lead) and associated percentages

  •  Number of Dials (Calls):   Dials Made by both AutoDials (from Five9) and Manual Callback Dials made by the Sales Ninjas
  • Number of Connections (List Contact):   Connections made with a live person
  •  Converted Leads (List Lead):   Qualified Leads and those tagged for further nurturing/follow-up.   Includes the following:
    • Qualified by Sales:    These are Hot leads qualified by a Lead Processor after testing motivation and gathering basic information about the property, location, motivation, and price - but "No Appointment is Scheduled".   Also includes leads where the Sales Ninja is not able to address and needs to Escalate to Sales Acquisitions; Seller Lead requests to speak Directly to Sales Acquisition - or - Seller Lead sounds interested but the Sales Ninja is not able to complete webform/qualify, etc).     Lead Status in Podio =  "Qualified by Sales"  
    • Qualified by Sales - Appointment Scheduled:    These are Hot leads qualified by a Lead Processor after testing motivation and gathering basic information about the property, location, motivation, and price - AND Sales Ninja was able to set a calendar appointment.     Also includes leads where the Sales Ninja is not able to address and needs to Escalate to Sales Acquisitions; Seller Lead requests to speak Directly to Sales Acquisition - or - Seller Lead sounds interested but the Sales Ninja is not able to complete webform/qualify, etc).     Lead Status in Podio =  "Appointment Scheduled for Sales"
    • Follow Up - Nurture:   Seller lead does not provide full qualifying information or is not really interested or ready now, but indicates it's Ok to to followup with him in the future (ie: next Quarter, Next Year, etc).   The Sales Ninjas will Continue to call/Nurture these leads in accordance with Follow-Up DRIP campaign in Podio.    The Lead Status in Podio =  "Follow-up"

Row Layout:   Broken out by Campaign type (ie:  Hang-Ups, Viable, Follow-up, etc); List type (ie:  Manual Call back and Auto Dialed); and by each Dial Disposition.   Performance Subtotals for each Campaign (section) and in Aggregate in last row.