Customized Sales and Marketing Dashboards, Reporting and Analytics
Create customized sale and marketing dashboards, reports, dynamic visualizations and real-time data insights to enable sales and marketing
Real-Time Measurement, Visualizations & Insights to Improve Performance
Use Your Data for Increased Production and Sales and Marketing Alignment
We help you leverage Salesforce, Account Engagement and third-party platforms to create customized sales and marketing dashboards. We help both sales and marketing make smarter data driven decisions, measure impact and improve forecasting. Use your data to:
Help Marketers:
- Track KPIs and customer lifecycle
- Evaluate ROI and campaign influence
- Understand and share marketing’s impact
Help Sales Management:
- Monitor and manage sales teams effectively
- Evaluate and replicate best practices/tactics
- Forecast more accurately
Enable Sales:
- Monitor and manage sales teams effectively
- Evaluate and replicate best practices/tactics
- Forecast more accurately
Measure and Improve Marketing Performance
Access Insights, Maximize Results and Share Your Success Faster
Measuring the impact of your work and your ability to share that story with the stakeholders you serve are both key ingredients to your success. With multiple systems and continuous campaign motion its not always easy to to visualize the results and impact of your teams hard work.
We help you unlock the full functionality of your systems to produce a unified view of your data across your marketing and sales funnels.
Make it easier for your team to track and share marketing KPIs, measure ROI, attribute campaign-influenced sales funnel impact and revenue.
- Lead source performance
- Campaign performance
- Asset performance
- Lead funnel impact
- Campaign to Sales Stage Attribution
- Campaign to Sales Attribution
- UTM tracking
>Monitor and Manage Your Sales Funnel Real-Time
Activity Reports, Forecasts & Custom Dashboards that Impact Your Results
Unlock the full power of Salesforce and your data to lead your team with increased effectiveness. Monitor your teams activities, tasks and production to increase conversions. Forecast your funnel real time.
We customize these tools to your unique sales process to improve your ability to manage reps and marketing more effectively, make smarter decisions and forecast with increased accuracy.
From pipeline insights, to specific activities focus and strategic pivots we help you leverage data to sell faster, sell smarter and sell more effectively.
- State of Sales Overview
- Sales and Opportunity Forecasting
- Sales Activities by Team and Rep
- Sales Performance by Team and Rep
- Lead to Opportunity Conversions
- Sales and Activity KPIs
- Lead and Sales Stages Results
Enable Sales with Prioritized Leads, Target Scorecards, Better Intelligence and Improved Connection Tools
Increase Your Sales’ Teams Bandwidth and Their Effort to Impact
Make your hand off from marketing to sales seamless with pre-qualified, prioritized leads. Set hard activity, conversion and revenue targets. Share more lead intelligence and make it easier to connect with a buyer ready to buy.
Never miss another sales opportunity. Our frontline sales operations experts will help your sales team leverage Salesforce, Marketing Automation and 3rd party integrations with:
- Predictive lead scores
- Prioritized leads lists
- Sales ready alerts
- Custom scheduled outreach workflows
- Buyer insights
- Triggered campaigns
- Sales automations
- Integrated connection and scheduling tools
- Activity goals and target dashboards
- Advanced segmentation
- Required activity notifications
