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Nevertheless, a CRM dashboard can do a lot beyond managing your sales pipeline. Yes, it can assist a sales manager to zero in on several other integral aspects of the sales environment as well. Here are four best CRM software dashboards that require no time to integrate in your CRM tool. These dashboards when used diligently can greatly help in improving the efficacy of the entire CRM system.
It keeps a check on the number of folks using the CRM tool and also on the ways they are using it. The dashboard gives you a clear picture of how consistently are your people using the tool. It also tells if there is any glitch in the usage post training.
The mere fact that your employees are signing into the system daily doesn’t necessarily mean that they are using the tool to its full potential. A user-adoption dashboard makes sure that every user is contributing their bit.
It tracks and reports standard objects in your database to help evaluate the quality of data. This dashboard assesses all the activities that take place on the CRM software solution and applies formulae to check the record of database against a pre-determined set of rules. Sales managers can then see the results on the dashboard in order to take the necessary actions.
The data-quality dashboard ensures that every bit of information keyed into the CRM solution is high quality and thereby, less likely to trigger false leads.
This particular dashboard tracks the origin of leads by search type, campaigns, keywords and search engines. It identifies the sources for all the leads and presents an intuitive view of the number of leads that came from organic search, referral links, websites, etc.
After all, you pay for the leads thus, it is important to know how the efforts are paying off. It also helps to identify leads that convert quickly thereby, helping you fine-tune your marketing campaigns.
Keeps a track on the leads created by the marketing team, pipeline activity created by marketing campaign and most importantly, ROI for the marketing activities. Simply put, it helps to monitor the marketing team’s performance.
Since marketing department is an integral source when it comes to generating sales leads, it is imperative to ensure that your marketing crew is creating leads that are converted easily into opportunities and eventually into customers.
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