Monitor all your sales efforts and scale

Monitor the status, calls, text communications and system notes of your leads. Analyze with a report explorer metrics of your leads.

Use Perfectomy Management to find points of improvement in your sales pipeline

Monitoring the performance of sales team is critical to scale your practice. With Perfectomy Management you will be able to find important metrics in your sales team like:

1. Finding important metrics for your lead’s conversions
2. Improving your team’s sales pipeline
3. Keeping track of all communications and internal notes of your leads

1. Finding important metrics for your lead's conversions

In sales team, having weekly and monthly reports of revenue, conversions and lead generation are critical to understand the health of your business.

Perfectomy Management provides you with the tools to be able to visualize these reports and understand your what parts of your practice you need to improve upon.

2. Improving your team's sales pipeline

Your sales pipeline may not always work the same. Changes in your lead generation, ads spend, or team members may influence the performance of your team.

Perfectomy Management helps you understand your sales pipeline to understand potential loss of revenue, lead stage fallouts and conversion potential improvements.

3. Keeping track of all communications and internal notes of your leads

Knowing all the interactions your company has had with a lead may seem complicated and difficult to achieve, but the more information you have about your leads the higher the conversion rate you will have. 

Perfectomy Management makes this process as easy as it gets for you and your team members. Your sales agents and managers will be able to see and understand everything that happened with a lead and how to optimize their message.

Start monitoring your sales today

Discover how Perfectomy Management can help you scale your practice