It’s a New Year and with the singing of Auld Lang Syne comes new opportunities.
If you’re like most businesses, you’re in your planning mode. Perhaps you’ve already made your New Year’s resolutions. Or perhaps you’re on your way to implementing some big changes for your best year yet. No matter where you are in your business, one thing is certain – you can’t rely on guesswork to power you forward.
Data is essential to making business decisions. It’s also one of the most overwhelming parts about analysis and future planning. That is, until now.
Introducing: Insightly’s new data reporting!
One of the most important CRM software features for your business is sales pipeline tracking. With our new reports, you’re able to break down your business into easy-to-digest, understandable reports. Armed with these, you can make smarter decisions and help your team move ahead with success in 2016.
Real-Time Snapshots of Your Business
Ever wish you could be a fly on the wall in each of your departments? The real-time task dashboard gives you that ability.
When you log in to Insightly, you’re met with a bird’s eye view of everything happening with your customers. It’s updated to the last minute so you’re never left to question the latest developments with your leads, prospects, or projects. See what your team is working on, new notes about clients, and the latest project milestones.
When you’re ready, dig deeper into your web CRM to splice and dice data and get a glimpse at what your customers are currently loving and hating.
Opportunity Reports Break Down Customer Insights
Big Data is overwhelming. It’s hard to sift through to find trends, insights, and areas of strengths and weaknesses. Still, there’s magic in the numbers when it comes to sales. Facts and figures shed light onto what your customers are demanding from you and where you’re winning the bulk of your deals.
With opportunity reports, Big Data no longer has to overwhelm you and your team. Using your online customer relationship management software you can quickly pull up reports. In these reports, you’ll find:
- The various categories of customers in your pipeline
- The reasons you’ve lost deals
- Where each person is in your pipeline
- An analysis of your sales funnel
- Details about who is responsible for each item in the funnel and how your business is organized
- The value of incoming opportunities and the deals you’ve won
Each of these reports is fully customizable. Break it down into time periods, stages of the pipeline, categories, geographic location, and more.
The tag feature allows you to assign tags to each account, making it easier to sift into custom categories you create.
These reports can be accessed from anywhere or downloaded, printed, and brought with you to meetings. You’re always prepared and in-the-know with your Insightly data.
Monitor Your Forward Momentum
It’s not enough to know what’s coming up in the pipeline. You also need to know what milestones have passed and which tasks you’ve completed.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
