Account Based Goals:

Account Based Goals allows sales teams to set customized goals for individual accounts, focusing on key performance indicators such as phone calls, deals, and check-ins. With this feature, you can focus on specific accounts that you want to build relationships with. Ultimately increasing your sales.

Key Benefits

• Account Focus: Enhances your ability to set targets for your accounts based on their potential, giving them personalized attention.
• Team Alignment and Standardization: The team can understand specific targets for each account, fostering collaboration on achieving common goals.

Step-by-Step Instructions (Selecting Accounts Manually)

1. Login to the web-based version of Outfield and navigate to the Performance+ in the side menu and then select "Goals"

2. Set Up Account Goals: Within the goals section, you'll see two tabs. Click on the 'Account Goals' tab, then press the '+ Add Account Goal' button to create a new goal.

3. Customize Your Goal: Enter the name your goal, select the performance role, and choose the account(s) it applies to. Define the goal by specifying the metrics and frequency (like '5 times per month'). Once you’ve filled everything out, click 'Save Account Goal' to activate it.

Step-by-Step Instructions (Selecting Accounts in BULK)

1. Login to the web-based version Outfield and navigate to the "Accounts" in the side menu and select "Places".

2. Account Search: Use the advanced multi-filtering options to find the accounts you want to set goals for. You can filter by criteria such as name, city, or other fields. Once you’ve set your filters, click 'Search' to display the list of accounts.

3. Select Action for Account Goals: Under the map view, you will find a 'Select Action' dropdown menu. Click on it and choose 'Add Account Goal'.

Note: The goal will be applied to any account that is currently searched for or showing on the Places page. In the picture below, this account based goal would be applied to 195 places.

4. Customize Account Goal: A new window will pop up where you can fill out the details for your account goal. Enter the goal's name, select the performance role, set the specific metric (like 'check-in: completed'), and choose the frequency (for example, '5 times per month'). Adding an image or gif to your goal can add some flair to your goal and increase engagement you see from the team.

After you have entered all the details, click 'Add' to save the goal to the account.

Recommended Best Practices

1. SMART Criteria: When setting goals, make them Specific, Measurable, Achievable, Relevant, and Time-bound to increase the likelihood of success.
2. Collect Team Feedback: Engage with your team to gather insights and suggestions on how to improve goal setting and achievement. Front-line perspective is invaluable for refining your approach.
3. Regular Reviews: Assess the progression of your goals and the relevance of your current objectives. Adjust as necessary to align with evolving account needs and market conditions.

By integrating Account Based Goals into your sales game plan, you put focus on what accounts are most critical to your team's success while streamlining your team operations. This approach promotes a culture of improvement and success across the board.

If you encounter any challenges or have questions about setting up and utilizing Account Based Goals, our support team is here to help. Contact us at support@outfieldapp.com for assistance or to share your feedback.