How do I properly track success? What is the best way to track commission within SalesLoft? Can I use this software for commission tracking?
One thing my manager and I are struggling to come up with is how to utilize the success button for commission tracking. For instance if I land a meeting with an individual I'll click the success button, but what about booking another meeting with the same individual?
Should I make a note in the notes section since I already clicked the success button?
Is SalesLoft the right tool to use for commission tracking? We are currently trying to figure out if SalesForce or SalesLoft is the best way to track commission activity.
Hi Joseph! Thank you for your question.
It is possible to have multiple Successes marked for a person, and each Success marked will be uniquely reportable under our Analytics. Otherwise, tracking by unique meeting is definitely another way you could go about this. Reporting by Notes could work if you are passing this information to Salesforce as well.
Please let me know if you have any other questions. Thanks, Kate
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