Sales Performance Management Software Resources

Hello Leland , -There is a feature that helps you track your emails , It is the tracking feature ! - you can track your email , which means that any time you send an email , you get notified when the reciever has oppend it or has downloaded the enclose file . This is actually an amazingly eficent feature that you musn'yt neglect .

Hi Leland - along with what the others have already shared, I used Mixmax while working in Customer Success at two different SAAS organizations. I love this product and no, I do not work for them! Another great feature that really proved to be an asset is the ability to enter the "Enhancements" like yes/no questions, call to action buttons, and multiple choice questions. I draw attention to this feature because one of my companies ran several A/B tests where on one side we utilized the different enhancements (making it "easier" for the respondent to answer what was was needed from them) and on the other side, we expected the recipient to reply typically, to the thread. We found (in every test we did) that recipients were almost always TWICE as likely to respond if they only had to click a button in the email vs. hit the reply and just type even something as simple as "yes" in response. Hope this helps :)

There's a new feature called "Side Chat" where you can privately discuss an email with the colleagues of your choice without using bcc or forwarding which adds additional emails to the string

Can depend on the amount of data synced, but we synced thousands of our deal records in 10 mins or so. They limit initial syncs to 90 days worth of data, so you will have to work with them for a longer timeline. If using salesforce, at least, I know the sync runs every minute or so to check for changes. This keeps future refreshes very quick.