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Welcome! Start Here

You know your quota for the month, quarter, or year, now what?
Shannon Ong-Shepard
You know your quota for the month, quarter, or year, now what?
This doc will help an Account Executive create an actionable road to success on hitting their quotas and other benchmarks.

Copy this Starter Kit
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Head to
Setting Your Targets
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to work backwards from your quota. This calculator will help you calculate how many emails, calls and opportunities you need by month to hit your numbers.

3. Use the Salesforce Pack to Update you Data in Real Time!


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Need Help?
Interested in building out your Sales Workflow and Processes or want to customize this template to add Salesforce activity metrics?
Get in Touch
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with our consulting services and we are happy to build out a custom doc or workflow for you!
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