smart assignment
Business Goals for aligned and measurable sales
Set clear goals for your sales team, track them, and turn strategy into action with objectives integrated into the CRM.
Measure what matters in real time
What are business goals in Clientify?
It’s a feature that allows you to set and measure unlimited goals by user, team, or commercial area directly from the CRM.
Each goal is automatically fed by recorded activity: sales, opportunities, tasks, calls, and more. This way, your strategy becomes real execution, with a focus and always updated data.
The team moves faster when everyone knows where they’re going
Why use business goals in your CRM?
- Visible goals for everyone: each member knows their objectives and progress.
- Real-time tracking: no Excel sheets or manual reports.
- Action aligned with strategy: measure exactly what drives your business.
- Comparisons by team or sales representative: identify strengths and areas for improvement.
- Total automation: every activity counts towards the goal without manual intervention.
How can you apply it?
Use cases: business objectives
Education
Weekly academic tracking: Set call, appointment, and enrollment goals for each advisor to monitor educational performance.
Industry and manufacturing
Quotes by region: Set monthly targets for open opportunities and closed sales in each market.
IT and software
Demo funnel: Measure sent proposals, demos, and conversions for each executive across the funnel.
Marketing agency
Briefings and closures: Set goals for each consultant for every campaign, from meetings to actual sales.
Travel agency
Controlled seasons: Set booking and quote targets for agents during peak or off-peak seasons.
Health, beauty, and wellness
No more blank slots in your schedule: Manage weekly goals for appointments, treatments, and customer loyalty actions.
Already using Clientify
BOOST YOUR RESULTS WITH business objectives
Try ALL features free for 14 days.
14 days free with unlimited access to ALL of Clientify, and then choose the tools you want to use (and pay for).
Better to decide after you’ve tried it, don’t you think?
CLIENTIFY CONSULTANT TEAM
Have a Clientify expert by your side for 4 months. We provide unlimited help to implement your new platform from start to finish.
And what next? Keep counting on Clientify’s support to digitize and scale your business.
