Make decisions based on reports from sales and marketing activities
Custom reports provide increased flexibility when analyzing sales and marketing performance, offering various options for creating tailored reports that align with your specific reporting requirements.
Power BI, which is a very simple and transparent way allows you to measure the effectiveness of sales and marketing activities. You can plan, predict and take quick decision.
By tracking the right metrics, you can take the require acrtions to improve your team's performance. With right data and information, you can guide and nurture team.
If you don't find a specific one you need, simply reach out to our support team. We are committed to implementing it for you without any additional charges.
Productive vs non-productive meetings.
Number of calls handled by each representative on a daily basis.
Rate of leads converted to SQLs (Sales Qualified Leads) on a weekly basis.
Deals successfully closed by each team on a weekly basis.
Measure the marketing activities carried out by teams and individuals.
Total revenue generated in each respective quarter.
Track the performance of each channel to determine the most effective one.
Identify bottlenecks in the sales process, whether caused by teams or specific stages.
“Easy to use and set up. Affordable. Helps drive my pipeline, engage my customers, schedule follow-ups and stay on track for all marketing and sales Tasks. Simple to use CRM and doesn't require a team of specialists to use it. I am also able to handle my online customer reviews using the tool.”
Kristal Young
Business Owner