As the (sales) director you’re in charge of generating sales, sending quotes, following up with leads and hitting quota.
We’re all about making your sales team work more efficiently and integrating real-time monitoring for effective selling. We often come across situations where systems are already in place, and that is exactly our expertise. We have a solid track record of improving sales with the following integrations:
As a sales manager, you are responsible for the individual and collective success of your salespeople. Your day consists of identifying and retaining existing A-players and leveraging activity to drive results.
We are here to help. We equip you with tools to let your team perform better. We help you define your target market, create a scalable sales process, and build training, coaching, hiring, and onboarding programs to help your sales team perform better, with real results as the end goal.
The Sales dashboards show everything you need to know about your pipeline in one place. By getting to know your sales process, you can optimize your team's routine and create great experiences for your prospects.
How are your reps moving deals from stage to stage? Are there certain stages from which deals aren’t progressing? This report helps you identify patterns in movement through your funnel.
This forecast report shows the amount of revenue for deals in each stage of your deal pipeline. The forecasted revenue is calculated by multiplying the deal amount by deal stage probability.
Which of your reps has the most deals in the works? How close are those deals to closing? Use this report to drum up a bit of friendly competition between your reps as they track each other’s progress over time.
This report shows the total number of calls, emails, meetings, notes, and tasks your team has logged in the selected time frame.
Time-saving tools that help you get deeper insights into your prospects, automate tasks for higher efficiency and close more and better deals – faster.
Track prospects visiting your site in real-time, determine which companies are most engaged, and set up custom email notifications for your team. Sort prospects using dozens of different criteria like geography, company size, number of visits, and more.
Build a library of helpful sales content for your entire team, share documents right from your Gmail or Outlook inbox, and see which content closes deals. When a lead clicks an email link to open your document, or shares it with a colleague, we’ll notify you instantly. Get aggregated data about how your sales content is helping to move your sales process forward.
Use notifications to follow up seconds after a lead opens an email, clicks a link, or downloads an important document. Our built-in activity stream automatically logs each lead’s email actions inside your browser or in Sales Hub. Open, click, and reply data helps you hone in on which email templates and sequences are most effective.
Track contacts, companies, deals, tasks, tickets and more right inside the CRM. Already using a CRM system that you love, such as Salesforce? We will build a native integration that is easy to set up and use.