SALES TEAMS THRIVE WITH DATA ANALYTICS
SALES OUTREACH SUCCESS BLUEPRINT
Did you know that sales teams only spend 28% of their time actually selling? The rest is swallowed up by manual tasks. This startling stat from Salesforce’s 2024 State of Sales Report might just be why only 17% feel confident about hitting their sales quotas.
This blueprint is a true story about how a sales manager reclaimed 2 hours a day while increasing sales and accountability. This blueprint walks you through the steps you can take to have similar results in weeks. You also get a BONUS – a free download of the dashboards we used to track the sales team against their goal.
What is in the blueprint:
- FREE DOWNLOAD of the dashboards that the sales manager used to reclaim 2 hours per day (Excel & Tableau versions)
- Get the exact steps and tools CDA uses to implement fully automated reports
- Learn how an outbound sales team saved $25k and added $140k to their revenue by automating sales quota tracking

Here's What You Receive In This FREE Blueprint
FREE Excel & Tableau dashboards to mostly automate your sales quota reporting.
Get access to both an Excel and Tableau version of the dashboard. This download is complete with data templates, explanations on how everything works, and of course the dashboards.


The exact steps that added two hours a day back to the sales director's calendar.
This section gives you the key steps and processes that CDA used to implement solutions for the sales team. Learn the following:
- How the call data was centralized.
- What tools were used to implement the solution.
- The process for setting benchmarks
Learn how an outbound sales team saved $25k and added $140k to their sales.
The case study walks through the main problems facing the outbound sales team, how automation solved those problems and the outcomes that were delivered by implementing automation.
