Sales Automation

Real-Time Sales Dashboards and Reports

Get a complete view of your business

Interactive dashboards enable reps and managers to make smarter decisions because they can see their business in real time. More than 20 customizable out-of-the-box dashboards track lead volume, conversion rates, quotas, forecasts and more.

Track changes across different sales channels

Regardless of sales channel or team, pre-built reports allow you to follow what deals are changing, and more importantly, why they are changing. In one instance, sales and relationship managers that may be managing a mix of independent and tied agents, can get a complete view of the business.

Make decisions from anywhere

Interactive sales dashboards allow managers and reps to make smarter decisions from any mobile device (iOS or Android tablet or phone). And pre-built reports that archive weekly changes and trigger alerts, allow you to quickly spot trends, take action, and manage your business.

ECM Taxonomy Terms: 
Sales Automation
Sales Automation