F
F

FinanceEngineer

Sr Director, sales and partnerships

Politicker
Valued Contributor
Opinionated
+5

HubSpot and Salesforce tasks

I'm being pushed to create tasks or reminders since it is a way to show activity. Not sure what the purpose of that is since my emails to customers are being logged. What would you say to a CRO who asks for volume that way?

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☕️ Workflow and Daily Habits
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poweredbycaffeine
WR Lieutenant
7
☕️
Or, it's a way to ensure you are not dropping the ball on things that your CRO is asking of you and your colleagues.
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
He is asking for weekly activity trackers, we have 2 meetings with him a week (team meetings to discuss deals, and then individual follow-ups), and now this. From what I can tell, about half of the team isn't really performing, and we are bleeding people every month. Could it be a way to prove that people are doing things rather than just interviewing? Or him trying to keep his job as we are under projections? 
poweredbycaffeine
WR Lieutenant
2
☕️
Hmmm, I can see it as a proof point that you're doing your job...but dashboards should be able to show that. How do you send emails? Via HubSpot/SFDC or in your email client itself?
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
Through the email client and we have a plug-in.
CuriousFox
WR Officer
5
🦊
They are making sure you are where you need to be in the process of each account. At the end of the day, you really cannot remember everything, so this should be helpful to you.
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
We already have a progress tracker within the CRM, notes for each meeting, and email (also tracked). We also have 2 weekly meetings to discuss deals. Just seems like an extra waste of time.
braintank
Politicker
2
Enterprise Account Executive
Aye aye captain
funcoupons
WR Officer
1
👑
lmao
Beans
Big Shot
2
Enterprise Account Executive
Updating your progress is key should you leave or switch territories etc - nothing wrong with diligent notes and trackers.
FinanceEngineer
Politicker
1
Sr Director, sales and partnerships
Yeah, every deal has a tracker that tracks meetings and notes. This is additional tasks on top of that and an additional external tracker that we all fill out.
Beans
Big Shot
1
Enterprise Account Executive
Oh, I misunderstood, sounds more mircomanage-y then I had thought.
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
yeah, I have to think that it's all CYA, pushing the blame that deals aren't closing as fast as he wanted. I think he oversold how short he can make the cycle and year-end targets. We've been interviewing people constantly and still losing at least 1 person every month.
TheOverTaker
Politicker
2
Senior Account Executive
I always do that. Make a call, make a note. Send an email, make a note. Need to do something, write a reminder.  I think its helpful.
Sunbunny31
Politicker
1
Sr Sales Executive 🐰
I find the reminders very helpful, as it keeps me on track and ensures I'm completing things I need to during the sales cycle.   While it may be a way to monitor the reps from the CRO's perspective, you can use it as another tool to keep the deals moving.
Upper_Class_SaaS
Politicker
1
Account Executive
Sometimes you gotta just do the meaningless things leadership wants 
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
Yup, just a pain in the ass.
saashunter2.0
Executive
0
Mid-Market Account Executive
I prefer using tasks for next steps and follow up reminders. And for any open deals, that does give more clear visibility into how you’re advancing the deal or at least working it.
FinanceEngineer
Politicker
1
Sr Director, sales and partnerships
We have multiple other trackers, and it just adds to showing busy work.
saashunter2.0
Executive
0
Mid-Market Account Executive
Then you’ve got your answer
TheLaughingWolf
WR Officer
0
Business Development Manager
From reading all your comments I would suggest just asking him why it's necessary for you. You can even take this one step further and A/B test this. One week do the tasks, and one week don't. Then you will have rock solid data to show your CRO how much time it's taking out of your day. 

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