TrueMonthSales teams & contact centers
One leaderboard everyone trusts.
Combine CRM activity with phone-system data so leaders see speed to lead, contact rate and conversion by rep and by lead source, refreshed through the day.
Who it serves: Inside sales teams, appointment setters, call centers and inbound and outbound desks.
01What we replace
The Monday export, retired.
CRM and phones never agree
Dials live in the phone system, outcomes in the CRM. Joining them is a weekly spreadsheet job.
Speed to lead goes unmeasured
Everyone agrees it matters. Few teams can show it by rep and by hour.
Leaderboards reward the wrong things
Activity counts without outcomes push reps toward volume instead of results.
Lead quality is argued, not measured
Marketing and sales disagree about which leads are good because nobody follows them through to revenue.
02What you see
The numbers on your dashboard.
Each one with a written rule, a target and a comparison. Cut by rep, team, hour, lead source and campaign.
- Speed to first contact by rep and hour
- Contact rate and connect rate
- Calls, talk time and calls per hour
- Appointments set and kept per rep
- Conversion by lead source and campaign
- Pipeline value by stage and age
- Abandon rate and average wait, inbound
- Team and rep leaderboards with targets
| Rep | Connects | Appts | Conv. |
|---|---|---|---|
| Rep 06 | 96 | 31 | 14.5% |
| Rep 13 | 81 | 26 | 13.1% |
| Rep 02 | 88 | 22 | 9.1% |
| Rep 09 | 64 | 17 | 9.7% |
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- Close
- GoHighLevel
- Five9
- Genesys Cloud
- NICE CXone
- Talkdesk
- RingCentral
- Aircall
- Dialpad
- CallRail
If your system isn't listed, we'll connect it through its API or a scheduled export.
04Questions
Common questions.
Can the leaderboard update through the day?
Yes. On hourly plans the leaderboard refreshes every hour, so a team lead can act before the shift ends.
Do you need call recordings?
No. We use call logs: who called, when, how long and the outcome. Recordings and transcripts stay in your phone system.
We run campaigns for several clients.
Every number can be split by client and campaign, with separate views for each client if you report to them.
Next step
See speed to lead and conversion by rep, live.
Twenty minutes: your systems, the five or six numbers that run the business, and what a first dashboard would cover. No slides.
On the call
Which systems hold the numbers, who needs to see them, and how often. You leave with a written scope for a first dashboard and a quote within two business days.
Or email hello@truemonthhq.com