Rich set of reports and dashboards
Insightful CRM reports and dashboards
- Which one of your teams are doing well? Who needs help?
- What is your funnel? What is the forecast this month? And the next?
- How many quotes will “expire” this month? What is your win-ratio?
- How many sales calls were made today? How many were about a demo?
- How many calls were scheduled today? How many are still pending at 3pm?
- Is your marketing generating enough leads? Which industry segment are you selling the most in?