What are Sales Support Staff metrics? Identifying the optimal Sales Support Staff metrics can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.
Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.
Find Sales Support Staff metrics with AI While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI metrics generator below to generate your own strategies.
Examples of Sales Support Staff metrics and KPIs 1. Quote Turnaround Time The average time taken to respond to a quote request from initiation to delivery.
What good looks like for this metric: 1-2 business days
Ideas to improve this metric Automate standard portions of the quote process Prioritise quote requests based on urgency Train staff on efficient quote management techniques Use templated responses for common quote requests Increase collaboration with other departments for quicker information gathering 2. Quote Accuracy Rate The percentage of quotes that are accurate upon first delivery without needing adjustments.
What good looks like for this metric: 95%
Ideas to improve this metric Implement a standard checklist for quote preparation Regularly update pricing and terms in quote templates Provide regular training on product knowledge Engage in regular reviews of past quotes to identify errors Improve communication with sales and product teams to clarify uncertainties 3. Project Completion Rate The percentage of projects completed on time and within budget.
What good looks like for this metric: 90%
Ideas to improve this metric Develop clear project timelines and budgets Assign a dedicated project manager to oversee progress Regularly monitor project milestones and adjust plans as needed Use project management tools to streamline collaboration Conduct regular project debriefs to learn and adapt 4. Customer Satisfaction Score The average satisfaction score received from customers based on their interactions with sales support staff.
What good looks like for this metric: Above 80%
Ideas to improve this metric Deliver regular customer service training Request feedback through follow-up surveys Ensure prompt responses to customer inquiries Create a customer-first culture by recognising outstanding service Analyse feedback to identify and rectify recurring issues 5. Number of Projects Managed The average number of projects managed by a sales support staff member over a given period.
What good looks like for this metric: Depends on the company size and industry
Ideas to improve this metric Streamline project management processes Offer training on multitasking and prioritisation Utilise project management software for better organisation Allocate resources based on project complexity Encourage cross-training to allow flexible staffing
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Tracking your Sales Support Staff metrics Having a plan is one thing, sticking to it is another.
Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process .
A tool like Tability can also help you by combining AI and goal-setting to keep you on track.
More metrics recently published We have more examples to help you below.
Planning resources OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:
Tability's check-ins will save you hours and increase transparency
The best metrics for Sales Support Performance