KPI 是关键绩效指标。在任何商业活动中,我们都在努力创造收入,为此,我们需要客户、生产力和良好的公共关系。我们需要通过考察资产、系统和实践来跟踪我们的进展,以实现我们所衡量的目标。因此 关键绩效指标 就是监督我们的企业健康成长所需的一切。

Every KPI should be filled out with metrics like Measure, Target, Source, and Frequency. For an example of what this looks likes from a sales strategy point of view, let's suppose that we are interested in tracking our customer base:

  • 测量: 看看我们上个月获得了多少新客户。
  • 目标: 相比之下,我们的目标是新增 1000 名客户。
  • 资料来源 查看信息源的健康状况。在这种情况下,就是客户关系管理或外联工具,并确定信息源是否健康、有效等。 
  • 频率 确定衡量标准的频率,可以是每月、每季度等。

关键业绩指标是销售代表或销售领导所能拥有的最好、最重要的工具之一。它们不仅能告诉你公司的业绩如何,还能让销售代表深入了解自己作为销售专家的工作效率。作为一名销售代表,关键绩效指标就是你的面包和黄油。但同样重要的是,它们能为你提供报告自己作为销售代表所取得的成功所需的信息。在竞争日益激烈的行业中,报告是不可或缺的!

But the point of all this is to curate and leverage the information we need to be successful in the sales process. Tracking the right KPIs will make the things that are most important to your business more predictable. It will make your life less stressful, and help your sales team and sales managers know where to focus their efforts. So, let's get into what the most important sales KPIs are, and what to do about them!

监控和使用的最佳销售关键绩效指标

平均响应时间

当合格的潜在客户与您联系时,您需要尽快采取行动,以确保他们的忠诚度。当合格的潜在客户出现时,他们的脑海中仍有关键的痛点。您需要在这些痛点仍然存在时采取行动,并且 促使他们产生购买动机。

该指标可显示销售代表回复和抓住销售线索所需的平均时间。

系统触控

在大多数情况下,需要尽量减少与合格潜在客户的接触次数。这一关键绩效指标也可称为 "准确性",因为它的目的是提高合格潜在客户外联的有效性,从而提高您的工作效率。系统接触率越高,就越有可能激怒潜在客户,增加失去潜在客户的风险。

会议接受率

Getting consistent appointment acceptance is the mark of a great sales rep. When this metric is high, it means the sales representative is effectively convincing prospects that the product or service on offer is a viable solution to the prospect's pain points. When a potential customer says yes to a meeting, they are more than halfway to making a purchase.

从 SQL 到客户的转换率

该指标可跟踪转化为付费客户的潜在客户数量。它可以显示销售线索的生成、销售线索的鉴定过程以及后续行动的有效性是否存在问题。如果 SQL 转化为客户的转化率较低,销售代表可能需要进一步培训,或需要更新客户人口统计档案。

交易输赢率

这一关键绩效指标反映了潜在客户与销售代表互动时的体验质量,以及他们从了解产品到购买的整个过程。这一指标对于衡量销售是否成功至关重要。但最重要的是,它是培养长期客户忠诚度的关键。

请记住,最忠诚的客户是那些乐于与您的品牌互动的客户。

客户保留率

This metric has significant overlap with Deal Win-Loss Ratio and shows how well a sales rep meets the customer's needs. It can be seen as the result of the previous metric and can be measured in tandem with it. Customer retention rates can be seen as a backup to the Deal Win-Loss Ratio in cases where there is no data to act on. If a customer failed to report on the quality of their experience leading up to a purchase, looking at customer retention rates can give you important clues about those experiences.

客户终身价值 (CLV)

这一关键绩效指标显示的是企业通过与单个客户或账户的关系可预期获得的总收入。它衡量的是预期购买价值以及与该客户关系的预期寿命。有了这一关键绩效指标,我们就可以通过衡量客户的价值和寿命来衡量企业的整体预期财务健康状况。

每月经常性收入

该指标衡量公司每月可预期的收入总额。该指标可用于预测和衡量一年或更长时间内的财务健康状况。它还可用于分析平均交易规模,并可扩展到其他一些关键指标。

客户获取率

对于销售团队和销售经理来说,客户获取率是另一个至关重要的指标,它是显示销售团队整体有效性的一种方法。它与我们列表中的一些首要关键绩效指标相关,可被视为这些指标所衡量的流程健康状况的指标。客户获取率的意义与客户终身价值直接相关。如果客户终身价值低,我们可能需要更高的客户获取率。相反,如果客户终身价值高,我们可能会对较低的客户获取率感到满意。

发言权份额

A rather abstract idea, share of voice is meant to be a measure of how loud you are in the average customer's sphere of perception. You might think of a small crowd of people all speaking at the same time. If those people represent commercial enterprises, then how audible each one is would be a good way to think about this metric. Share of voice can be tough to measure. It is an aggregate effect of your outreach, branding, reputation, public relations, and more. It is a high-level metric that's tough to get numbers on. One way to measure it is through polling, surveys, customer feedback, and the like. If you can get an accurate handle on this metric, then you're doing well.

One of the most interesting features of KPIs is the way they often overlap. This overlap, when detected, can improve the accuracy of these metrics, give you more information about your company's sales process performance, and help you improve.

iDecide 提供准确的销售指标

在本文的引言中,我们提到了关键业绩指标的重要性,它是展示销售团队工作进展和成效的一种手段。这不仅对于为公司创造价值至关重要,而且对于向公司决策者证明价值也至关重要。

在这里 iDecide, we provide create-your-own-adventure presentation software as a standard feature of our comprehensive analytics platform. You'll be able to view close rates, measure video and page views, meetings scheduled, and all of the metrics that matter to you most.

iDecide 可让您在客户观看完您的演示后,立即通过电子邮件或短信向他们发送及时有效的后续信息,并提供简单的预约设置选项。

您将增加参与度,提高可信度,并快速轻松地监控和提供有意义的绩效数据。让 iDecide 帮您创建下一个销售演示,完成下一笔交易。

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