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Connect Salesforce Sales Cloud to Pathlight to get realtime insights on team and seller performance against goals, proactively performance gaps, and deliver focused coaching to meet revenue targets at scale.
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“Pathlight has been a game-changer for our team. We’ve seen our conversion rate on sales increase, as well as other metrics, too. Using Pathlight helps directors understand, for each AE, where they need to focus time, which tactics will improve their performance, and how to drive engagement. We’re able to keep the team accountable for engaging with decision-makers—and drive more wins for them at the same time.”
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“Our biggest win after starting to use Pathlight was that our managers were able to get out of the office and focus on the member experience on the floor. They were able to coach team members, receive real-time feedback on performance, identify areas of opportunity, and fix any issues in the moment.”
“When we think about scaling the organization and getting the organization to grow (with Pathlight), we feel a lot more confident in that we have as much greater communication capability to be able to build these reps up and ensure that they're successful.”
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Don’t waste time, money, and resources engaging expensive Salesforce consultants and data analysts to interpret performance reports.
Get realtime insights on performance against goals, and easily navigate up and down your org chart to quickly identify which teams and reps are underperforming and impacting revenue targets.
Streamline performance tracking and evaluation across your global organization. Measure every rep using the same KPIs and definitions without worrying about version control.
Provide org-wide visibility into individual and team performance to build trust, and ensure everyone is on the same page.
No two sellers are the same. Configure custom metrics and goals for each rep, and see how they are performing against those goals in realtime and coach effectively.
Automate goal-setting by leveraging AI to automatically set goals based historical performance, and make larger goals achievable by breaking them down into mini-goals.
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Prep for 1:1s easily and effectively. Customizable 1:1s templates with automated agendas and integrated metrics tracked over time makes it easy for managers to get a well-rounded, accurate and actionable view of each seller to tailor and measure the impact of coaching.
Harness the energy of your team and create a culture of excellence by gamifying performance through contests and leaderboards.
Celebrate wins and goal achievements using customizable GIFts, applause, and shoutouts.
Provide every seller clarity on the path to success from day one.
Offer org-wide visibility into individual and team performance to help reps understand how they are performing compared to their peers and course correct on their own.
To get started, contact our team by filling out the demo request form below. We will set up a quick call to better understand your needs and show you the Pathlight for Sales Cloud integration.
Absolutely not. Pathlight has an out-of-the-box integration with Salesforce, so you can get up and running quickly and start using all Pathlight products including Performance Intelligence and Performance Management to manage your Salesforce teams and operations.