Built for your business, these fast to implement CRM Dashboards enable key users to monitor business performance.

Customised Dashboards

Set up customised dashboards around key marketing KPIs including response rates, budget tracking, revenue generated from marketing activities, lead source, etc.

Sales - monitor performance:

• Opportunity Sales Duration
• Opportunity Won/Lost per Month
• New Opportunities per Week
• Top 10 Sales per Quarter.

Marketing - insight into ROI:

• New Leads per Week
• Lead Conversions per Month
• Leads by Source Campaigns
• Value of Opportunities by Campaign.

Customer Services - analyse effectiveness:

• Incident Average Days Open
• Incident Resolution Percentage
• Number of Open this Month
• Open Incidents by Agent.

Corporate scorecard
Get an at-a-glance overview of the entire business via single Corporate Scorecard.

Homepage dashboard
Select your own dashboard for homepage and integrate dashboards with other systems.

Integration

Native Microsoft Outlook experience:
Create a repository of customer data that sits neatly alongside Microsoft® Office and Microsoft® Office Outlook®—the applications your employees probably use every day.

From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of your business.