The infamous clean your room dashboard is a staple of every sales operations team’s toolkit…and likely a thorn in your sales and customers success reps’ sides.

As useful as they can be, no one likes seeing their name on the CRM wall of shame.

We think there is a better way to get your leadership team the data they need while making your reps happier and more productive.

 

Clean Your Room Dashboards 101

If you aren’t familiar with the concept of a “clean your room dashboard,” it’s basically a set of CRM reports that show data and processes where your team is out of compliance.

 

Clean-room-dash

Example reports on a Clean Your Room dashboard might include:
  • Deals with close dates that have already passed
  • Opportunities of a certain size without next steps
  • Deals that have remained stagnant for too long
  • Activities that have not been followed up on
  • Opportunities without products
  • Leads that have not been called
  • Opportunities at a certain stage without contact roles

…you get the picture.

In most cases, the intent of these reports is to expose your team to actions they need to take and provide management insight into where reps are dropping balls.

Traditional CRM Housekeeping Rep Workflow

Reps aren’t exactly proactively reviewing clean your room dashboards for fun in their free time. In most instances they are getting emailed these dashboards 1-2 times a week automatically from Salesforce.

Because reps manage their customer conversations from their inbox, they usually deprioritize looking at system generated emails, and as such, these email reports sit until they are ready to take action on them…often days after they receive them.

Eventually, if reps remember to re-open the email, they then need to take the following steps to action any Salesforce task:

  1. Review each dashboard to see if their name is any one of them.
  2. Open the dashboards in a new window.
  3. Within each report, open the relevant records that need to be updated in separate, new browser tabs.
  4. Click “edit” on every page that is loaded.
  5. Determine which fields or actions needs to be updated on each record.
  6. Input data in separate fields (spread randomly across the page) in each separate tab.
  7. Click “save” in each tab
  8. Return to the dashboard and click “refresh” to make sure they’ve properly addressed the issue.
  9. Repeat these steps for every single dashboard for which they are out of compliance.

This is a painstaking process for your reps that takes a lot of time, and they often don’t do.

How to Upgrade Your Clean Your Room Dashboards

At Troops, we believe that for any business process when you tell someone they need to do something, you need to not only clearly define the next best action, but also make it incredibly easy to execute within their existing workflow.

The more frictionless you make a process, the more likely your team is to do it.

When it comes to updating and maintaining data, we think this experience can be improved in two ways:

Provide a more timely notification experience separate from customer communication
Drive users to dynamic in-line editing views for ease of use

Because email contains a ton of conversations with customers, it’s very easy for system notifications like a clean your room dashboard email to get lost and deprioritized.

By moving internal CRM workflow notifications to messaging systems like Slack or Microsoft Teams, you are enabling your teams to execute in flow without having to sift through customer conversations in email or open 20 tabs.

The only time this doesn’t make sense is if your team has not really adopted messaging.

Interested in moving some of your alerting into Slack or MS Teams? Try Troops for free today for up to 30 days

The 2nd and perhaps more important part is to give your team an easier updating experience where they can be launched into custom in-line editing experiences that show the exact information that needs to be updated on any given CRM housekeeping task.

One way to do this across systems like Salesforce, Gainsight, Microsoft Dynamics, and Hubspot CRM is Troops Grid.

Instead of having to toggle open a bunch of windows and tabs, and clicking edit each time, reps can rapidly move through cells across all records that update automatically as data is changed in real-time.

GridGif

The results: your reps save time, and you get better data. 

In the video below, you can see how updating next steps + dates on 5 opportunities takes less than 1:40 seconds with this workflow as compared to doing the same workflow with a traditional clean your room dashboard which takes 2x as long. 

 

 

As you can see, in the time it takes to complete 5 opportunity tasks in Troops Grid, you only complete 1 opportunity update in Salesforce…and this is just one use case!

Excited about providing alerting and in-line editors across Salesforce, Gainsight, Dynamics and other systems to your team? Try Troops for free today for up to 30 days 

 

Arming Your Team To Be Successful Moving Forward

 

If you’ve been using the same old clean your room dashboard workflow and getting mediocre results, you now have an opportunity to level up! 

With more focused workflows combined with fast in-line editing, your team will spend less time on administrative tasks and appreciate you creating a better experience…not to mention your data will likely be better.

If this sounds interesting, we recommend trying this with even just one Salesforce clean your room report as a starting place to see if this improves your workflow. And the good news is that you can try Troops out for free to see if it's an upgrade for your organization today!

 

Scott Britton

Written by Scott Britton

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