Account Executive Experience
Pros
- Helps forecast your pipeline for you. Overall, this makes your planning and day-to-day tasks much easier.
- You get to focus more on your pipeline due to it being easier to deal with and operate. This allows for strategic sales planning, which is vital for an organization.
- You can determine what deals need to be saved, as well as risky deals that could hurt your pipeline.
- You can look at what's changed in your pipeline and why that changed. This will allow you to grow as a sales professional.
Cons
- Small kinks that need to be worked out. This is natural for a feature that is fairly new.
Return on Investment
- Many cold deals have become hot
- We don't lose track of customers any more
- We have the ability to track and monitor when we contacted a customer.
Alternatives Considered
Zoho CRM
Other Software Used
Slack, Salesforce Analytics Cloud, Ring.io




