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WCG Sales & Marketing Insights

By West Coast Consulting Group

Track your MQLs, SQLs and Win rates | Grow Your Business

Starting at $500 USD/company/month

Discounts available for nonprofits

Pricing Details

Industries: Horizontal Product

Business Need: Analytics
Campaign Management
Dashboards & Reports

Requires: Sales Cloud

Compatible With: Sales Cloud
Service Cloud

More Details

Provides tracking of Key Performance Indicator (KPI) for Sales and Marketing metrics on a quarterly and yearly basis.

WCG Marketing & Sales Insights Dashboards

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Sales Cloud
Service Cloud

Salesforce Editions: Enterprise
Unlimited
Developer

App Details

Version: WCG Sales Insights/2.8 2.8.0
Listed On: 04/12/2023
Latest Release: 04/28/2023

Supported Features No Limits This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Multiple Currencies Supports Salesforce orgs that use Multiple Currencies. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades. Salesforce Mobile Supports Salesforce for iOS and Android.: No Limits
Lightning Ready
Multiple Currencies
Managed Package
Salesforce Mobile

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 0
Custom Tabs: 0
Custom Apps: 1

Lightning Components: Global: 0
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

2.8.0

Last Reviewed Date

07/03/2022

Additional Details

WCG Marketing Insights helps teams track key sales and marketing performance indicators (KPIs) on quarterly and annual dashboards. The package tracks leads from creation through conversion to Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs). Automated timestamps measure how long leads remain in each stage, while quarterly and annual dashboards provide clear visibility into funnel performance and current status. Sales KPIs include: 1. Sales Actuals vs. Target, 2. Renewal Sales Actuals vs. Target, 3. New Business Actuals vs. Target, 4. Top Closed Deals, 5. Open Opportunities, 6. Closed-Deal Booking Trends, 7. Fiscal-Year Pipeline by Category, 8. Opportunity Win Rate, 9. Average Contract Value, 10. Average Sales Cycle in Days, 11. Quarterly Growth Rate, and 12. Quarter-over-Quarter Revenue Churn. Marketing KPIs include: 1. New Leads, 2. New MQLs, 3. New SQLs, 4. MQLs by Source, 5. Incoming Lead Flow, 6. MQLs by Age, 7. Pipeline Created by Month, 8. Leads by Score, 9. MQLs by Owner and Status, and 10. MQLs by Month and Status.

Need help?

West Coast Consulting Group

San Francisco, CA

Support Phone4156263493

Other Resources

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