Go beyond obvious metrics. Measure rep confidence—their belief and authenticity on calls—as a leading indicator of success. Also, measure velocity as the reduction of friction across the entire customer journey, from lead to successful onboarding, not just a simplistic 'time-to-close' metric. These qualitative measures are key.
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Instead of a binary success metric, treat cold calls as opportunities to gain the right to follow up. Track multiple positive outcomes like "call back in 3 months" or "referral to a colleague." This "gray area" approach builds a future pipeline by valuing every conversation, not just immediate wins.
Metrics like "Marketing Qualified Lead" are meaningless to the customer. Instead, define key performance indicators around the value a customer receives. A good KPI answers the question: "Have we delivered enough value to convince them to keep going to the next stage?"
While time savings from AI are a basic benefit ("table stakes"), the true business impact of an agentic GTM platform is measured by core revenue metrics. Leaders should track pipeline velocity, conversion rates, average contract value (ACV), and win rates to prove ROI, not just efficiency gains.
Instead of marketing and sales running separate races with siloed KPIs, a modern GTM model measures the entire journey like a relay. Both teams are measured on how efficiently accounts move through the funnel, focusing on the quality of handoffs and collaborative impact on velocity.
Misalignment stems from sales and marketing using different numbers and narratives. High-performing organizations treat GTM as a single, unified motion. They focus on seamlessly passing the customer from one stage to the next, prioritizing a collective win over defending individual functional metrics.
Top-performing companies are abandoning traditional metrics like MQLs. They now focus on understanding the entire prospecting process—from lead creation to BDR/SDR engagement—to generate stronger pipeline, higher win rates, and more revenue with less wasted effort.
Effective coaching follows a three-step process: Identify a metric-based performance gap, validate the specific rep behaviors causing it, and then co-create a coaching plan focused on improving those behaviors, not just the lagging metric.
Open and click rates are ineffective for measuring AI-driven, two-way conversations. Instead, leaders should adopt new KPIs: outcome metrics (e.g., meetings booked), conversational quality (tracking an agent's 'I don't know' rate to measure trust), and, ultimately, customer lifetime value.
Average teams measure success in functional silos (sales vs. marketing), leading to finger-pointing. Elite teams remove functions from the equation. They focus entirely on the customer's journey, identifying patterns that lead to pipeline and fixing those that don't, regardless of which department "owns" them.
Don't measure deal progress by the number of meetings held. Instead, define specific exit criteria for each sales stage. A deal only moves forward when the prospect meets these criteria, which can happen with or without a live meeting. This reframes velocity around outcomes, not activities.
