Dynamics 365 Integration
Effortless lead your team with visualized 360 pipeline views, missed activity tracking, and automatic historical capture. Empower your Dynamics to provide an easily supported gold mine of information for a fraction of the cost.
Fully Visualized Pipeline
Make managing your sales team easier than ever before with our revolutionary visual solution to Dynamics CRM. See a crystal clear view of your pipeline and easily identify the areas that need your attention with visual representations that are easy to understand.
Increase Forecast Speed and Accuracy
See how all of your deals rank against each other, view individual and team quota achievement projections, and share instantly generated quarterly revenue forecasting projections with a single click. Break down forecasts by team, region, and even individual reps in seconds.
Stop the Snapshots
Never snapshot again with automatic history capture viewable directly within Dynamics. Every metric, KPI, and pipeline change is visual, giving you historical context so you always make confident decisions.
Improve Efficiency
Effortlessly compare and visualize any metric across sales reps, time segments, or lead sources side by side with pre-built views recommended based on your goals. Share your findings with any team member directly into their inbox with just one click. Align on the areas for improvement and scale your sales faster than ever before.
Solidify a Data-Driven Process with AI
Utilize machine learning to guide initiatives on improving your sales process. Be alerted to areas that need your attention automatically and track the results of initiatives without clutter.
Identify Hidden Bottlenecks
Easily spot clogs in your sales process with side-by-side velocity views at any stage of the funnel. See the breakdown of what drives velocity and how it can be replicated to the rest of your team.
Infuse your Dynamics 365 with AI that models predicted results based on history
Forecast based on individual deals and your team’s history, not funnel stage buckets and guess work
Instantly spot deal risk and know which deals are real so you can avoid surprises
- Rank Your Deals
- Focus On the Right Opportunity
- Improve Win Rate
Zero On-boarding Integration
Insight views are ready out of the box without the need for tricky report building from scratch.
Get your account up and running instantly without the need for a million meetings and contracts.
Tracking
Analyze key business metrics over time. Analyze how those metrics have changed over time (years,quarters, months). Gain valuable insight to better manage your sales team and process.
Tracking
One of the most informative metric important to every Sales Executive, yet seldom exposed for easy consumption. Delivered out of the box!
Benchmarking
Benchmark with others from your industry with side by side visualizations. Identify where to spend resources and what to improve.