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Close Rate: Cause & Effect

Close Rate: Cause & Effect. Estimator / Inside Sales Performance Scorecard. Estimator Effectiveness. Estimator Effectiveness. Estimator Effectiveness.

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Close Rate: Cause & Effect

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  1. Close Rate: Cause & Effect

  2. Estimator / Inside Sales Performance Scorecard

  3. Estimator Effectiveness

  4. Estimator Effectiveness

  5. Estimator Effectiveness • Are some estimators (Jordan) more creative / aggressive in reducing cost on designs to give our customers lower cost solutions so they can win the bid? • Are some too defensive (Matt A, Bryan) • Action Item: Provide training to look for cost saving opportunities • Capture which estimator works on what quote so we can continue this analysis

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