For your externally focused career services team members, do they have anything like “contact” metrics like Advancement has “donor visit” metrics? As we dive into performance planning season, anything you can share would be greatly appreciated. Specifically, their metrics to leverage Salesforce more dynamically to drive results.
@Higher Education Advisory Council
@Higher Ed Advancement
@Sector: Higher Education
1 件のコメント
@Joanna Iturbe We use a custom field on the task object to track the type of interaction (Meeting, Email. Phone Call, Thank you Note, Thank you Call). We have goals for the first 3 categories, goals displayed on dashboards).
