Closed-loop reporting
Understand your sales results to steer your strategyBetter data shapes better decisions
Optimizing your sales pipeline without proper reporting is next to impossible. Our intuitive dashboards empower managers to make better decisions with a full picture of their current funnel, from leads contacted to presentations delivered to accounts closed.
Get a high-level look at your pipeline
Monitor and manage overall sales progress—from account creation to closed won/lost and everything in between.
Keep a close eye on opportunities
Monitor your prospects’ place in your funnel. See their latest engagements and assign/alert salespeople to manage them.
Improve your team’s productivity
Manage your sale team’s individual productivity. See who’s performing and who’s not. Find out why, adjust and optimize.
Focus on metrics that matter
Keep your eye on the prize with key pipeline metrics. Use these insights to dig deeper and build better strategies by monitoring salesperson activity, tasks, opportunities, and Snapshot Report performance.
Watch leads fly through your funnel
Get a good idea of where your opportunities are sitting. See at what stage each opportunity sits, the potential revenue from closing those deals, and a quick view on what’s been done or whats needed to move it further down the sales funnel.
Learn what’s working and what’s not
Track what email campaigns are working and which ones could be improved, giving you the ability to bring in more qualified leads to fill the top of your sales funnel.
Identify your stars and stragglers
See who’s performing well and who’s not. Get the most important metrics about your team—like revenue won or lost, number of opportunities generated, amount of calls and emails sent, and more—and adjust your training, processes and goals.
Bottom line: Who benefits from our pipeline management solution?
Sales Managers
Automate as much data entry as possible and access all the marketing resources you need in one repository.
Sales Reps
Gain insights into your overall pipeline, improve your daily performance and rest easier with more reliable data.
C-Suite
Don’t lose sleep over how much your CRM costs. Not only are we affordable—we continue to drive sales 24/7.