In Salesforce, report types determine which fields and records are available for use when creating a report. You’ll always be on top of key targets and know if your business is maximising success, without a “one size fits all” approach across departments leaving nobody satisfied. With specific, tailored data sources, you’ll also have the tools to drill down into your return on ad spend and visualise the next steps for your campaigns.ĭashboards & Reporting are built-in directly within your Salesforce Org, saving you the time and complexity of integrating an external CRM system to start reporting. That means you’ll be able to zone in on pipeline generation, management and forecasting, and give Sales, Service and Marketing the specific tools they need to maximise lead management and conversion. Together, Dashboards & Reporting will enliven board presentations and save hours of time compared to manual data aggregation.ĭashboards & Reporting are heavy on customisation. With Salesforce Dashboards, you can visualise this data using graphs and charts, customised to your business requirements and KPIs. Reporting allows you to sort, filter and categorise your pre-existing customer data to identify trends and evaluate historical revenue performance. Empower your Sales, Service and Marketing departments Not sure where to start? We’ve collected our 5 need-to-know Salesforce Dashboards & Reporting features below. With Dashboards & Reporting, your team can get quick and insightful data on which campaigns are exceeding expectations, which sales reps are generating the most business, and where you should be focusing your future efforts. That’s where Salesforce Dashboards & Reporting come in. The problem is that different teams will have their own interpretation of what “success” really is. Whether you’re in Sales, Service or Marketing, you probably get asked this question a lot. “Which products are our most successful?”
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