The ability to access the CRMâs entire toolkit through a customizable and easy-to-navigate workstation that allows sales reps and managers to conveniently is a must! To save your team valuable time, you should be able to use one dashboard to:
Track calendars, notes, appointments, and tasks
Organize emails, calls, and messages
View analytics for top deals, new deals, closed deals, and so on
Monitor revenue goals and pipeline information
Forecast sales and sales performance metrics